State Street SPDR S&P 600 Small Cap Value ETF
SLYV
461 hedge funds and large institutions have $2.5B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 191 increasing their positions, 148 reducing their positions, and 43 closing their positions.
35% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 43
29% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 148
1.69% more ownership
Funds ownership: 64.04% → 65.73% (+1.7%)
1% more funds holding
Funds holding: 458 → 461 (+3)
7% less funds holding in top 10
Funds holding in top 10: 41 → 38 (-3)
9% less capital invested
Capital invested by funds: $2.74B → $2.5B (-$241M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$60.6M |
| 2 |
Cerity Partners
New York
|
+$32.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$23.9M |
| 4 |
CPO
Cerity Partners OCIO
New York
|
+$20.8M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$73.5M |
| 2 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$39M |
| 3 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$12.7M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$5.72M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$5.69M |
SLYV Hedge Fund Activity: Q2 2022 in Review
461 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2022, worth a combined $2.5B — down 8.8% from $2.74B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SLYV positions and 43 closed out — a net gain of 15 holders — while 191 added to existing stakes and 148 trimmed.
The largest buyer was Creative Planning, adding an estimated $60.6M. The largest seller was Bank of America, cutting an estimated $73.5M.
- 461 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2022, up from 458 in Q1 2022.
- Funds reported $2.5B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2022, down 8.8% quarter-over-quarter.
- 58 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2022 and 43 closed out, a net change of +15 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2022 was Creative Planning, an estimated $60.6M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2022 was Bank of America, an estimated $73.5M sold.
Based on aggregated 13F filings for Q2 2022.