State Street SPDR S&P 600 Small Cap Value ETF
SLYV
177 hedge funds and large institutions have $572M invested in State Street SPDR S&P 600 Small Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 37 reducing their positions, and 15 closing their positions.
120% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 15
119% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 37
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
15% more capital invested
Capital invested by funds: $497M → $572M (+$75.3M)
11% more funds holding
Funds holding: 160 → 177 (+17)
1.25% less ownership
Funds ownership: 92.39% → 91.14% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$16.4M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$6.49M |
| 3 |
JP Morgan Chase
New York
|
+$6.29M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$6.21M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$11.5M |
| 2 |
I
INVST
Indianapolis,
Indiana
|
-$7.29M |
| 3 |
Jane Street
New York
|
-$6.75M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.56M |
| 5 |
KM
Kalos Management
Alpharetta,
Georgia
|
-$1.65M |
SLYV Hedge Fund Activity: Q1 2018 in Review
177 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q1 2018, worth a combined $572M — up 15% from $497M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SLYV positions and 15 closed out — a net gain of 18 holders — while 81 added to existing stakes and 37 trimmed.
The largest buyer was Barber Financial Group, opening a new position worth an estimated $16.4M. The largest seller was Wells Fargo, cutting an estimated $11.5M.
- 177 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q1 2018, up from 160 in Q4 2017.
- Funds reported $572M of State Street SPDR S&P 600 Small Cap Value ETF stock for Q1 2018, up 15% quarter-over-quarter.
- 33 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q1 2018 and 15 closed out, a net change of +18 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q1 2018 was Barber Financial Group, an estimated $16.4M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q1 2018 was Wells Fargo, an estimated $11.5M sold.
Based on aggregated 13F filings for Q1 2018.