State Street SPDR S&P 600 Small Cap Value ETF
SLYV
60 hedge funds and large institutions have $84M invested in State Street SPDR S&P 600 Small Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 20
10% more capital invested
Capital invested by funds: $76.5M → $84M (+$7.54M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 61 → 60 (-1)
2.07% less ownership
Funds ownership: 48.19% → 46.12% (-2.1%)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WealthTrust-Arizona
Scottsdale,
Arizona
|
+$4.08M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.2M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.61M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.95M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$989K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$4.1M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$1.38M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.09M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$993K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$640K |
SLYV Hedge Fund Activity: Q1 2015 in Review
60 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q1 2015, worth a combined $84M — up 9.9% from $76.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SLYV and 6 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 23 added.
The largest buyer was WealthTrust-Arizona, adding an estimated $4.08M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $4.1M.
- 60 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q1 2015, down from 61 in Q4 2014.
- Funds reported $84M of State Street SPDR S&P 600 Small Cap Value ETF stock for Q1 2015, up 9.9% quarter-over-quarter.
- 6 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q1 2015 and 7 closed out, a net change of -1 holder.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q1 2015 was WealthTrust-Arizona, an estimated $4.08M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q1 2015 was Wealth Enhancement Advisory Services, an estimated $4.1M sold.
Based on aggregated 13F filings for Q1 2015.