State Street SPDR S&P 600 Small Cap Value ETF
SLYV
468 hedge funds and large institutions have $2.4B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 170 increasing their positions, 191 reducing their positions, and 31 closing their positions.
2,583% more call options, than puts
Call options by funds: $617K | Put options by funds: $23K
19% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 31
2% less funds holding
Funds holding: 478 → 468 (-10)
3.1% less ownership
Funds ownership: 64.95% → 61.84% (-3.1%)
11% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 191
13% less funds holding in top 10
Funds holding in top 10: 45 → 39 (-6)
49% less capital inflows, than outflows
Capital inflows: $173M | Capital outflows: $340M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Perennial Investment Advisors
Los Angeles,
California
|
+$15.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$12.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$12.3M |
| 4 |
Focus Financial Network
Minneapolis,
Minnesota
|
+$9.9M |
| 5 |
Redwood Investment Management
Scottsdale,
Arizona
|
+$7.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$66.3M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$46.7M |
| 3 |
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$36.9M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$20.7M |
| 5 |
Confluence Investment Management
St. Louis,
Missouri
|
-$16.5M |
SLYV Hedge Fund Activity: Q1 2023 in Review
468 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q1 2023, worth a combined $2.4B — down 6.2% from $2.56B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SLYV positions and 31 closed out — a net gain of 6 holders — while 170 added to existing stakes and 191 trimmed.
The largest buyer was Perennial Investment Advisors, opening a new position worth an estimated $15.5M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $66.3M.
- 468 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q1 2023, down from 478 in Q4 2022.
- Funds reported $2.4B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q1 2023, down 6.2% quarter-over-quarter.
- 37 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q1 2023 and 31 closed out, a net change of +6 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q1 2023 was Perennial Investment Advisors, an estimated $15.5M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $66.3M sold.
Based on aggregated 13F filings for Q1 2023.