State Street SPDR S&P 600 Small Cap Value ETF
SLYV
391 hedge funds and large institutions have $2.47B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 162 increasing their positions, 131 reducing their positions, and 22 closing their positions.
149% more call options, than puts
Call options by funds: $1.19M | Put options by funds: $480K
114% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 22
24% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 131
5% more funds holding
Funds holding: 372 → 391 (+19)
5% more capital invested
Capital invested by funds: $2.35B → $2.47B (+$117M)
0.54% more ownership
Funds ownership: 59.42% → 59.96% (+0.54%)
13% less funds holding in top 10
Funds holding in top 10: 30 → 26 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$44.8M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$22.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.5M |
| 4 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$10.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$7.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$122M |
| 2 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$25.6M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$8.58M |
| 4 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
-$7.96M |
| 5 |
EWA
ERTS Wealth Advisors
Marquette,
Michigan
|
-$6.71M |
SLYV Hedge Fund Activity: Q2 2021 in Review
391 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2021, worth a combined $2.47B — up 5% from $2.35B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SLYV positions and 22 closed out — a net gain of 25 holders — while 162 added to existing stakes and 131 trimmed.
The largest buyer was Morningstar Investment Services, adding an estimated $44.8M. The largest seller was Franklin Resources, exiting entirely with an estimated $122M sold.
- 391 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2021, up from 372 in Q1 2021.
- Funds reported $2.47B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2021, up 5% quarter-over-quarter.
- 47 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2021 and 22 closed out, a net change of +25 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2021 was Morningstar Investment Services, an estimated $44.8M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2021 was Franklin Resources, an estimated $122M sold.
Based on aggregated 13F filings for Q2 2021.