State Street SPDR S&P 600 Small Cap Value ETF
SLYV
498 hedge funds and large institutions have $2.4B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 194 increasing their positions, 187 reducing their positions, and 14 closing their positions.
8,975% more call options, than puts
Call options by funds: $726K | Put options by funds: $8K
229% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 14
6% more funds holding
Funds holding: 468 → 498 (+30)
1.05% more ownership
Funds ownership: 61.84% → 62.89% (+1%)
4% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 187
1% more capital invested
Capital invested by funds: $2.37B → $2.4B (+$31.7M)
3% less funds holding in top 10
Funds holding in top 10: 39 → 38 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$18M |
| 2 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$17.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$12M |
| 4 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
+$7.82M |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$5.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$30.2M |
| 2 |
KW
KWB Wealth
Redlands,
California
|
-$28.7M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$21.3M |
| 4 |
FNT
First National Trust
Hermitage,
Pennsylvania
|
-$17.3M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.6M |
SLYV Hedge Fund Activity: Q2 2023 in Review
498 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2023, worth a combined $2.4B — up 1.3% from $2.37B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SLYV positions and 14 closed out — a net gain of 32 holders — while 194 added to existing stakes and 187 trimmed.
The largest buyer was Cerity Partners, adding an estimated $18M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $30.2M.
- 498 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2023, up from 468 in Q1 2023.
- Funds reported $2.4B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2023, up 1.3% quarter-over-quarter.
- 46 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2023 and 14 closed out, a net change of +32 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2023 was Cerity Partners, an estimated $18M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $30.2M sold.
Based on aggregated 13F filings for Q2 2023.