State Street SPDR S&P 600 Small Cap Value ETF
SLYV
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 40 funds opening new positions, 111 increasing their positions, 111 reducing their positions, and 25 closing their positions.
60% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 25
28% more funds holding in top 10
Funds holding in top 10: 18 → 23 (+5)
8% more capital invested
Capital invested by funds: $981M → $1.06B (+$80.7M)
4% more funds holding
Funds holding: 288 → 300 (+12)
0% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 111
3.83% less ownership
Funds ownership: 59.36% → 55.53% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Goelzer Investment Management
Carmel,
Indiana
|
+$23M |
| 2 |
RM
Resource Management
Metairie,
Louisiana
|
+$12.7M |
| 3 |
FAG
Financial Advisory Group
Houston,
Texas
|
+$8.13M |
| 4 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$7.83M |
| 5 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$7.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$211M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$12.2M |
| 3 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$6.88M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.69M |
| 5 |
Betterment LLC
New York
|
-$5.24M |
SLYV Hedge Fund Activity: Q2 2020 in Review
300 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2020, worth a combined $1.06B — up 8.2% from $981M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SLYV positions and 25 closed out — a net gain of 15 holders — while 111 added to existing stakes and 111 trimmed.
The largest buyer was Goelzer Investment Management, opening a new position worth an estimated $23M. The largest seller was Financial Engines Advisors, cutting an estimated $211M.
- 300 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2020, up from 288 in Q1 2020.
- Funds reported $1.06B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2020, up 8.2% quarter-over-quarter.
- 40 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2020 and 25 closed out, a net change of +15 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2020 was Goelzer Investment Management, an estimated $23M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2020 was Financial Engines Advisors, an estimated $211M sold.
Based on aggregated 13F filings for Q2 2020.