State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
171 hedge funds and large institutions have $810M invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 76 increasing their positions, 23 reducing their positions, and 8 closing their positions.
538% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 8
230% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 23
157% more funds holding in top 10
Funds holding in top 10: 7 → 18 (+11)
110% more capital invested
Capital invested by funds: $386M → $810M (+$424M)
31% more funds holding
Funds holding: 131 → 171 (+40)
8.54% more ownership
Funds ownership: 32.44% → 40.98% (+8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$114M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
+$70.3M |
| 3 |
FWM
Focused Wealth Management
Newburgh,
New York
|
+$28.5M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$22.2M |
| 5 |
IWA
Inspirion Wealth Advisors
Libertyville,
Illinois
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.29M |
| 2 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
-$2.16M |
| 3 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$2M |
| 4 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
-$1.47M |
| 5 |
XS
XR Securities
Chicago,
Illinois
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAAS
176
First Allied Advisory Services
San Diego,
California
| – | -$64K | -1,971 | Closed |
|
|
MOS
177
MGO One Seven
Beachwood,
Ohio
| – | -$11K | -324 | Closed |
|
178
SEI Investments
Oaks,
Pennsylvania
| – | -$1.38K | -40 | -91% |
|
SPYG Hedge Fund Activity: Q1 2018 in Review
171 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2018, worth a combined $810M — up 110% from $386M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new SPYG positions and 8 closed out — a net gain of 43 holders — while 76 added to existing stakes and 23 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $114M. The largest seller was Raymond James & Associates, cutting an estimated $2.29M.
- 171 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2018, up from 131 in Q4 2017.
- Funds reported $810M of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2018, up 110% quarter-over-quarter.
- 51 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2018 and 8 closed out, a net change of +43 holders.
- The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2018 was Horizon Investments, an estimated $114M added.
- The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2018 was Raymond James & Associates, an estimated $2.29M sold.
Based on aggregated 13F filings for Q1 2018.