State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
238 hedge funds and large institutions have $2.01B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 45 reducing their positions, and 16 closing their positions.
244% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 16
156% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 45
62% more capital invested
Capital invested by funds: $1.24B → $2.01B (+$774M)
20% more funds holding
Funds holding: 199 → 238 (+39)
17% more funds holding in top 10
Funds holding in top 10: 18 → 21 (+3)
7.9% more ownership
Funds ownership: 47.08% → 54.98% (+7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$138M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$99.9M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$86.6M |
| 4 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
+$74.2M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$67.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$77.9M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
-$6.05M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.08M |
| 4 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
|
-$4.65M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$3.83M |
SPYG Hedge Fund Activity: Q3 2018 in Review
238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2018, worth a combined $2.01B — up 62% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SPYG positions and 16 closed out — a net gain of 39 holders — while 115 added to existing stakes and 45 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $138M. The largest seller was AssetMark Inc, cutting an estimated $77.9M.
- 238 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2018, up from 199 in Q2 2018.
- Funds reported $2.01B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2018, up 62% quarter-over-quarter.
- 55 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2018 and 16 closed out, a net change of +39 holders.
- The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $138M added.
- The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2018 was AssetMark Inc, an estimated $77.9M sold.
Based on aggregated 13F filings for Q3 2018.