State Street SPDR S&P 600 Small Cap Value ETF
SLYV
334 hedge funds and large institutions have $1.63B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 21 closing their positions.
195% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 21
47% more capital invested
Capital invested by funds: $1.11B → $1.63B (+$522M)
30% more funds holding in top 10
Funds holding in top 10: 20 → 26 (+6)
12% more funds holding
Funds holding: 298 → 334 (+36)
2.63% more ownership
Funds ownership: 56.2% → 58.83% (+2.6%)
3% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$14M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.9M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$6.83M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.79M |
| 5 |
FSWA
Financial Synergies Wealth Advisors
Houston,
Texas
|
+$5.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$9.01M |
| 2 |
Betterment LLC
New York
|
-$5.31M |
| 3 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$3.85M |
| 4 |
TI
tru Independence
Portland,
Oregon
|
-$3.35M |
| 5 |
FPIS
Financial Planning & Information Services
De Pere,
Wisconsin
|
-$2.61M |
SLYV Hedge Fund Activity: Q4 2020 in Review
334 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2020, worth a combined $1.63B — up 47% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new SLYV positions and 21 closed out — a net gain of 41 holders — while 119 added to existing stakes and 115 trimmed.
The largest buyer was World Investment Advisors, opening a new position worth an estimated $14M. The largest seller was Financial Engines Advisors, cutting an estimated $9.01M.
- 334 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2020, up from 298 in Q3 2020.
- Funds reported $1.63B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2020, up 47% quarter-over-quarter.
- 62 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2020 and 21 closed out, a net change of +41 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2020 was World Investment Advisors, an estimated $14M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2020 was Financial Engines Advisors, an estimated $9.01M sold.
Based on aggregated 13F filings for Q4 2020.