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State Street SPDR S&P 600 Small Cap Value ETF

113 hedge funds and large institutions have $480M invested in State Street SPDR S&P 600 Small Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 22

2.19% more ownership

Funds ownership: 95.36%97.55% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 114113 (-1)

2% less capital invested

Capital invested by funds: $490M → $480M (-$9.37M)

Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
14
Increased
57
Reduced
22
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
76
OneDigital Investment Advisors
Kansas
$169K +$167K +2,840 New
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$123K +$82.4K +1,400 +213%
BRC
78
Bell Rock Capital
Delaware
$112K +$10.6K +180 +10%
WAM
79
Wealthspire Advisors (Maryland)
Maryland
$109K +$3.18K +54 +3%
TF
80
Tompkins Financial
New York
$102K
GRP
81
Global Retirement Partners
California
$102K +$36.2K +616 +56%
PG
82
Patten Group
Tennessee
$93K
US Bancorp
83
US Bancorp
Minnesota
$92K +$29.4K +500 +48%
WA
84
WealthTrust-Arizona
Arizona
$90K +$235 +4 +0.3%
AWM
85
Avior Wealth Management
Nebraska
$84K +$10.9K +186 +15%
GWM
86
Geneos Wealth Management
Colorado
$84K +$36K +612 +76%
TCM
87
Tradewinds Capital Management
Washington
$71K -$4.32M -73,428 -98%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70K +$31.7K +538 +85%
CDIA
89
Capital Directions Investment Advisors
Georgia
$69K +$22.4K +380 +49%
HDIM
90
Hanson & Doremus Investment Management
Vermont
$38K +$118 +2 +0.3%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$32K
Citigroup
92
Citigroup
New York
$27K -$11.8K -200 -30%
AssetMark Inc
93
AssetMark Inc
California
$21K -$2.59K -44 -11%
SWA
94
Sutton Wealth Advisors
Florida
$18.3K
AIM
95
Advantage Investment Management
Iowa
$17K -$58.4K -992 -78%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$16K +$15.9K +270 New
WA
97
WFG Advisors
Texas
$14K +$13.5K +230 New
TAIM
98
TD Ameritrade Investment Management
Nebraska
$13K -$20.7K -352 -61%
PSUF
99
People's United Financial
Connecticut
$8K
IF
100
Ironwood Financial
Arizona
$7K

SLYV Hedge Fund Activity: Q2 2017 in Review

113 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2017, worth a combined $480M — down 1.9% from $490M a quarter earlier.

Fund positioning in SLYV was balanced in Q2 2017: 14 funds opened new positions, 14 closed out, 57 added to existing stakes and 22 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.72M. The largest seller was Financial Management Professionals, cutting an estimated $43M.

  • 113 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2017, down from 114 in Q1 2017.
  • Funds reported $480M of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2017, down 1.9% quarter-over-quarter.
  • 14 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2017 and 14 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2017 was Wells Fargo, an estimated $7.72M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2017 was Financial Management Professionals, an estimated $43M sold.

Based on aggregated 13F filings for Q2 2017.