State Street SPDR S&P 600 Small Cap Value ETF
SLYV
535 hedge funds and large institutions have $2.56B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 180 increasing their positions, 210 reducing their positions, and 25 closing their positions.
244% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 25
11% more funds holding
Funds holding: 480 → 535 (+55)
6% more funds holding in top 10
Funds holding in top 10: 34 → 36 (+2)
1.85% more ownership
Funds ownership: 62.68% → 64.53% (+1.8%)
5% less capital inflows, than outflows
Capital inflows: $241M | Capital outflows: $253M
14% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 210
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morningstar Investment Services
Chicago,
Illinois
|
+$36.7M |
| 2 |
NorthRock Partners
Minneapolis,
Minnesota
|
+$21.3M |
| 3 |
Financial Enhancement Group
Anderson,
Indiana
|
+$16.5M |
| 4 |
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$16.4M |
| 5 |
Redwood Investment Management
Scottsdale,
Arizona
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$66.8M |
| 2 |
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$49.1M |
| 3 |
New Hampshire Trust
Concord,
New Hampshire
|
-$13.9M |
| 4 |
LPL Financial
San Diego,
California
|
-$9.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$9.3M |
SLYV Hedge Fund Activity: Q4 2023 in Review
535 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2023, worth a combined $2.56B — up 13% from $2.27B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new SLYV positions and 25 closed out — a net gain of 61 holders — while 180 added to existing stakes and 210 trimmed.
The largest buyer was Morningstar Investment Services, adding an estimated $36.7M. The largest seller was Financial Counselors Inc, cutting an estimated $66.8M.
- 535 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2023, up from 480 in Q3 2023.
- Funds reported $2.56B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 86 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2023 and 25 closed out, a net change of +61 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2023 was Morningstar Investment Services, an estimated $36.7M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2023 was Financial Counselors Inc, an estimated $66.8M sold.
Based on aggregated 13F filings for Q4 2023.