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State Street SPDR S&P 600 Small Cap Value ETF
SLYV

160 hedge funds and large institutions have $497M invested in State Street SPDR S&P 600 Small Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 59 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 14

127% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 26

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

32% more funds holding

Funds holding: 121 → 160 (+39)

22% more capital invested

Capital invested by funds: $406M → $497M (+$90.6M)

5.04% more ownership

Funds ownership: 87.35% → 92.39% (+5%)

Holders
160
Holders Change
+39
Holders Change %
+32.23%
% of All Funds
3.63%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.25%
New
53
Increased
59
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Advisory Alpha
Michigan
+$13.7M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$9.05M
3
Bank of America
Bank of America
North Carolina
+$7.14M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$7M
5
AIA
Allegis Investment Advisors
Idaho
+$5.71M

Top Sellers

1
TSS
Two Sigma Securities
New York
-$5.01M
2
PTCG
Pring Turner Capital Group
California
-$3.16M
3
Goldman Sachs
Goldman Sachs
New York
-$1.79M
4
TP
Truvvo Partners
New York
-$1.61M
5
CIM
Corda Investment Management
Texas
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
101
Centaurus Financial
California
$217K +$220K +3,458 New
CFD
102
Creative Financial Designs
Indiana
$216K +$4.84K +76 +2%
Creative Planning
103
Creative Planning
Kansas
$214K -$19K -298 -8%
Renaissance Technologies
104
Renaissance Technologies
New York
$214K +$217K +3,400 New
PAG
105
Private Advisor Group
New Jersey
$206K +$207K +3,254 New
GWM
106
Geneos Wealth Management
Colorado
$200K +$108K +1,700 +114%
FAAS
107
First Allied Advisory Services
California
$193K -$7.27K -114 -4%
SWP
108
Stratos Wealth Partners
Ohio
$191K -$97.8K -1,534 -34%
IA
109
IFP Advisors
Florida
$162K -$16.4K -258 -9%
PRS
110
Pinkerton Retirement Specialists
Idaho
$160K +$160K +2,516 New
GRP
111
Global Retirement Partners
California
$150K +$28.4K +446 +23%
BRC
112
Bell Rock Capital
Delaware
$130K +$5.1K +80 +4%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$128K -$1.78K -28 -1%
WAM
114
Wealthspire Advisors (Maryland)
Maryland
$124K +$383 +6 +0.3%
ASN
115
Advisory Services Network
Georgia
$119K -$414K -6,494 -77%
APA
116
American Portfolios Advisors
New York
$115K +$117K +1,830 New
AWM
117
Avior Wealth Management
Nebraska
$110K +$9.95K +156 +10%
AWA
118
Acorn Wealth Advisors
Michigan
$109K +$110K +1,728 New
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$106K +$108K +1,692 New
TF
120
Tompkins Financial
New York
$99K -$9.05K -142 -8%
PG
121
Patten Group
Tennessee
$98K – – –
US Bancorp
122
US Bancorp
Minnesota
$96K – – –
WA
123
WealthTrust-Arizona
Arizona
$96K +$1.27K +20 +1%
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77K +$3.31K +52 +4%
AF
125
Advisornet Financial
Minnesota
$59K +$59.4K +932 New
3 4
5
6 7

SLYV Hedge Fund Activity: Q4 2017 in Review

160 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2017, worth a combined $497M — up 22% from $406M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SLYV positions and 14 closed out — a net gain of 39 holders — while 59 added to existing stakes and 26 trimmed.

The largest buyer was Advisory Alpha, opening a new position worth an estimated $13.7M. The largest seller was Two Sigma Securities, exiting entirely with an estimated $5.01M sold.

  • 160 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2017, up from 121 in Q3 2017.
  • Funds reported $497M of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2017, up 22% quarter-over-quarter.
  • 53 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2017 and 14 closed out, a net change of +39 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2017 was Advisory Alpha, an estimated $13.7M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2017 was Two Sigma Securities, an estimated $5.01M sold.

Based on aggregated 13F filings for Q4 2017.