State Street SPDR S&P 600 Small Cap Value ETF
SLYV
390 hedge funds and large institutions have $2.46B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 167 increasing their positions, 131 reducing their positions, and 27 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 131
26% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 27
19% more funds holding in top 10
Funds holding in top 10: 26 → 31 (+5)
2.33% more ownership
Funds ownership: 59.96% → 62.29% (+2.3%)
0% less funds holding
Funds holding: 391 → 390 (-1)
0% less capital invested
Capital invested by funds: $2.47B → $2.46B (-$11M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
ERTS Wealth Advisors
Marquette,
Michigan
|
+$46.6M |
| 2 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$26.4M |
| 3 |
AFA
American Financial Advisors
Marietta,
Georgia
|
+$25.8M |
| 4 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
+$7.99M |
| 5 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$6.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$17M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.65M |
| 3 |
SW
Signify Wealth
Saint Louis,
Missouri
|
-$7.89M |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$5.96M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$4.44M |
SLYV Hedge Fund Activity: Q3 2021 in Review
390 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q3 2021, worth a combined $2.46B — down 0.45% from $2.47B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SLYV positions and 27 closed out — a net gain of 7 holders — while 167 added to existing stakes and 131 trimmed.
The largest buyer was ERTS Wealth Advisors, adding an estimated $46.6M. The largest seller was CIBC World Market, exiting entirely with an estimated $17M sold.
- 390 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q3 2021, down from 391 in Q2 2021.
- Funds reported $2.46B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q3 2021, down 0.45% quarter-over-quarter.
- 34 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q3 2021 and 27 closed out, a net change of +7 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q3 2021 was ERTS Wealth Advisors, an estimated $46.6M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q3 2021 was CIBC World Market, an estimated $17M sold.
Based on aggregated 13F filings for Q3 2021.