State Street SPDR S&P 600 Small Cap Value ETF
SLYV
290 hedge funds and large institutions have $981M invested in State Street SPDR S&P 600 Small Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 65 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 99
1.29% less ownership
Funds ownership: 60.85% → 59.56% (-1.3%)
11% less funds holding
Funds holding: 326 → 290 (-36)
22% less funds holding in top 10
Funds holding in top 10: 23 → 18 (-5)
33% less capital invested
Capital invested by funds: $1.46B → $981M (-$480M)
46% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$59M |
| 2 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$22.6M |
| 3 |
Betterment LLC
New York
|
+$21.6M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$15.6M |
| 5 |
EWA
ERTS Wealth Advisors
Marquette,
Michigan
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$32.7M |
| 2 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$31.3M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$20.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$18.6M |
| 5 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$16.2M |
SLYV Hedge Fund Activity: Q1 2020 in Review
290 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q1 2020, worth a combined $981M — down 33% from $1.46B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of SLYV and 35 opened new positions — a net loss of 30 holders — while 99 trimmed existing stakes and 123 added.
The largest buyer was Financial Engines Advisors, adding an estimated $59M. The largest seller was Johanson Financial Advisors, cutting an estimated $32.7M.
- 290 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q1 2020, down from 326 in Q4 2019.
- Funds reported $981M of State Street SPDR S&P 600 Small Cap Value ETF stock for Q1 2020, down 33% quarter-over-quarter.
- 35 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q1 2020 and 65 closed out, a net change of -30 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q1 2020 was Financial Engines Advisors, an estimated $59M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q1 2020 was Johanson Financial Advisors, an estimated $32.7M sold.
Based on aggregated 13F filings for Q1 2020.