State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
75 hedge funds and large institutions have $269M invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
12% more funds holding
Funds holding: 67 → 75 (+8)
9% less capital invested
Capital invested by funds: $295M → $269M (-$25.8M)
32.1% less ownership
Funds ownership: 174.54% → 142.43% (-32%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.41M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.36M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.12M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$1.59M |
| 5 |
FNT
First National Trust
Hermitage,
Pennsylvania
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$23.6M |
| 2 |
LPL Financial
San Diego,
California
|
-$11.1M |
| 3 |
PCM
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
-$5.22M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.05M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
JP Morgan Chase
New York
| – | -$23.6M | -896,000 | Closed |
|
|
PCM
77
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| – | -$5.22M | -198,336 | Closed |
|
78
Citadel Advisors
Miami,
Florida
| – | -$3.74M | -141,956 | Closed |
|
|
VWA
79
V Wealth Advisors
Overland Park,
Kansas
| – | -$288K | -10,952 | Closed |
|
|
LFAS
80
Level Four Advisory Services
Dallas,
Texas
| – | -$234K | -8,876 | Closed |
|
|
IWA
81
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$9K | -344 | Closed |
|
SPYG Hedge Fund Activity: Q1 2017 in Review
75 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2017, worth a combined $269M — down 8.8% from $295M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SPYG positions and 6 closed out — a net gain of 9 holders — while 22 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.41M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $23.6M sold.
- 75 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2017, up from 67 in Q4 2016.
- Funds reported $269M of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2017, down 8.8% quarter-over-quarter.
- 15 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2017 and 6 closed out, a net change of +9 holders.
- The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2017 was Morgan Stanley, an estimated $3.41M added.
- The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2017 was JP Morgan Chase, an estimated $23.6M sold.
Based on aggregated 13F filings for Q1 2017.