State Street SPDR S&P 600 Small Cap Value ETF
SLYV
114 hedge funds and large institutions have $490M invested in State Street SPDR S&P 600 Small Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 2 closing their positions.
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
89% more capital invested
Capital invested by funds: $258M → $490M (+$231M)
53% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 32
38.22% more ownership
Funds ownership: 57.14% → 95.36% (+38%)
12% more funds holding
Funds holding: 102 → 114 (+12)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$195M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$43.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$13.4M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.59M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$7.37M |
| 2 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$6.57M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$5.66M |
| 4 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$4.3M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.95M |
SLYV Hedge Fund Activity: Q1 2017 in Review
114 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q1 2017, worth a combined $490M — up 89% from $258M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SLYV positions and 2 closed out — a net gain of 14 holders — while 49 added to existing stakes and 32 trimmed.
The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $195M. The largest seller was Advisor Group, cutting an estimated $7.37M.
- 114 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q1 2017, up from 102 in Q4 2016.
- Funds reported $490M of State Street SPDR S&P 600 Small Cap Value ETF stock for Q1 2017, up 89% quarter-over-quarter.
- 16 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q1 2017 and 2 closed out, a net change of +14 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q1 2017 was Financial Engines Advisors, an estimated $195M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q1 2017 was Advisor Group, an estimated $7.37M sold.
Based on aggregated 13F filings for Q1 2017.