State Street SPDR S&P 600 Small Cap Value ETF
SLYV
217 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 49 reducing their positions, and 12 closing their positions.
233% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 12
104% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 49
71% more capital invested
Capital invested by funds: $653M → $1.12B (+$462M)
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
14% more funds holding
Funds holding: 191 → 217 (+26)
7.6% more ownership
Funds ownership: 43.39% → 51% (+7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$164M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$135M |
| 3 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$22.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.4M |
| 5 |
CWSR
Chessman Wealth Strategies RIA
Dallas,
Texas
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$9.97M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$7.05M |
| 3 |
N
Natixis
Paris,
France
|
-$6.68M |
| 4 |
KM
Kalos Management
Alpharetta,
Georgia
|
-$4.23M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.95M |
SLYV Hedge Fund Activity: Q3 2018 in Review
217 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q3 2018, worth a combined $1.12B — up 71% from $653M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SLYV positions and 12 closed out — a net gain of 28 holders — while 100 added to existing stakes and 49 trimmed.
The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $164M. The largest seller was Tradewinds Capital Management, cutting an estimated $9.97M.
- 217 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q3 2018, up from 191 in Q2 2018.
- Funds reported $1.12B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q3 2018, up 71% quarter-over-quarter.
- 40 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q3 2018 and 12 closed out, a net change of +28 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q3 2018 was 3EDGE Asset Management, an estimated $164M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q3 2018 was Tradewinds Capital Management, an estimated $9.97M sold.
Based on aggregated 13F filings for Q3 2018.