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State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
SPSM
245 hedge funds and large institutions have $1.64B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 87 reducing their positions, and 31 closing their positions.
New
Increased
Maintained
Reduced
Closed
63% more capital invested
Capital invested by funds: $1.01B → $1.64B (+$632M)
29% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 31
16% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 87
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
4.12% more ownership
Funds ownership: 71.47% → 75.59% (+4.1%)
3% more funds holding
Funds holding: 238 → 245 (+7)
89% less call options, than puts
Call options by funds: $3K | Put options by funds: $27K
Holders
245
Holders Change
+7
Holders Change %
+2.94%
% of All Funds
5.02%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.35%
New
40
Increased
101
Reduced
87
Closed
31
Calls
$3K
Puts
$27K
Net Calls
-$24K
Net Calls Change
+$13K
Top Buyers
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$210M |
| 2 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$46.3M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$41.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$26.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$16M |
Top Sellers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$26.2M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$25.5M |
| 3 |
AssetMark Inc
Concord,
California
|
-$10.4M |
| 4 |
MWM
MBE Wealth Management
Tomah,
Wisconsin
|
-$4.72M |
| 5 |
BC
Brio Consultants
San Francisco,
California
|
-$3.25M |
