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State Street SPDR S&P 600 Small Cap Value ETF

300 hedge funds and large institutions have $1.06B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

8% more capital invested

Capital invested by funds: $981M → $1.06B (+$80.7M)

3% more funds holding

Funds holding: 290300 (+10)

1% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 111

4.02% less ownership

Funds ownership: 59.56%55.53% (-4%)

Holders
300
Holders Change
+10
Holders Change %
+3.45%
% of All Funds
6.15%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.47%
New
39
Increased
112
Reduced
111
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$84.6M -$211M -4,603,646 -73%
Bank of America
2
Bank of America
North Carolina
$62.7M -$2.06M -44,879 -3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$62.6M -$12.2M -266,393 -18%
NP
4
NorthRock Partners
Minnesota
$36.1M +$7.83M +170,933 +30%
FPIS
5
Financial Planning & Information Services
Wisconsin
$31.9M +$3.83M +83,655 +15%
CFS
6
Cannon Financial Strategists
Georgia
$30.5M +$4.65M +101,515 +20%
NEWAS
7
N.E.W. Advisory Services
Wisconsin
$27.3M +$25.4M +554,920 New
LPL Financial
8
LPL Financial
California
$25.4M +$1.55M +33,881 +7%
GIM
9
Goelzer Investment Management
Indiana
$24.6M +$23M +501,510 New
RM
10
Resource Management
Louisiana
$24.1M +$12.7M +276,607 +129%
EK
11
Evensky & Katz
Florida
$21.4M -$3.18M -69,378 -14%
Ameriprise
12
Ameriprise
Minnesota
$19.1M -$3.92M -85,620 -18%
KF
13
Krilogy Financial
Missouri
$17.1M +$210K +4,589 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$16.8M -$1.42M -30,981 -8%
Betterment LLC
15
Betterment LLC
New York
$16.4M -$5.24M -114,463 -26%
LFG
16
Larson Financial Group
Missouri
$14.2M +$1.16M +25,423 +10%
PP
17
Palladium Partners
Virginia
$14M +$1.44M +31,399 +12%
EWA
18
ERTS Wealth Advisors
Michigan
$13.2M +$1.99M +43,499 +19%
Stifel Financial
19
Stifel Financial
Missouri
$13.2M -$512K -11,177 -4%
UBS Group
20
UBS Group
Switzerland
$12.9M +$4.55M +99,382 +61%
KA
21
Klingman & Associates
New York
$12.5M -$624K -13,627 -5%
FCI
22
Financial Counselors Inc
Kansas
$11.6M +$2.76M +60,363 +34%
FAG
23
Financial Advisory Group
Texas
$11.2M +$8.13M +177,537 +345%
TC
24
TownSquare Capital
Utah
$11M -$224K -4,898 -2%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$10.4M +$1.04M +22,661 +12%