State Street SPDR S&P 600 Small Cap Value ETF
SLYV
533 hedge funds and large institutions have $2.56B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 196 increasing their positions, 217 reducing their positions, and 31 closing their positions.
5,600% more call options, than puts
Call options by funds: $456K | Put options by funds: $8K
32% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 31
0% less funds holding
Funds holding: 534 → 533 (-1)
0.58% less ownership
Funds ownership: 65.13% → 64.55% (-0.58%)
1% less capital invested
Capital invested by funds: $2.59B → $2.56B (-$26.3M)
10% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 217
22% less funds holding in top 10
Funds holding in top 10: 36 → 28 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$66.2M |
| 2 |
BWG
Balanced Wealth Group
Westlake,
Ohio
|
+$21.8M |
| 3 |
Goldman Sachs
New York
|
+$14.2M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$9.62M |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$7.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$36.8M |
| 2 |
Morgan Stanley
New York
|
-$21.6M |
| 3 |
HPA
High Probability Advisors
Pittsford,
New York
|
-$18.7M |
| 4 |
LPL Financial
San Diego,
California
|
-$13.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.6M |
SLYV Hedge Fund Activity: Q1 2024 in Review
533 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q1 2024, worth a combined $2.56B — down 1% from $2.59B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SLYV positions and 31 closed out — a net gain of 10 holders — while 196 added to existing stakes and 217 trimmed.
The largest buyer was Bank of America, adding an estimated $66.2M. The largest seller was Morningstar Investment Services, cutting an estimated $36.8M.
- 533 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q1 2024, down from 534 in Q4 2023.
- Funds reported $2.56B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q1 2024, down 1% quarter-over-quarter.
- 41 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q1 2024 and 31 closed out, a net change of +10 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q1 2024 was Bank of America, an estimated $66.2M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q1 2024 was Morningstar Investment Services, an estimated $36.8M sold.
Based on aggregated 13F filings for Q1 2024.