State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
48 hedge funds and large institutions have $220M invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
43% more capital invested
Capital invested by funds: $154M → $220M (+$66.2M)
30.59% more ownership
Funds ownership: 171.63% → 202.22% (+31%)
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
17% more funds holding
Funds holding: 41 → 48 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.1M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$17.1M |
| 3 |
AssetMark Inc
Concord,
California
|
+$9.7M |
| 4 |
State Street
Boston,
Massachusetts
|
+$9.33M |
| 5 |
NFG
Noven Financial Group
Denver,
Colorado
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$2.6M |
| 2 |
Morgan Stanley
New York
|
-$687K |
| 3 |
Goldman Sachs
New York
|
-$334K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$325K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$264K |
SPYG Hedge Fund Activity: Q2 2014 in Review
48 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2014, worth a combined $220M — up 43% from $154M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SPYG positions and 4 closed out — a net gain of 7 holders — while 14 added to existing stakes and 11 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $17.1M. The largest seller was SG Americas Securities, exiting entirely with an estimated $2.6M sold.
- 48 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2014, up from 41 in Q1 2014.
- Funds reported $220M of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2014, up 43% quarter-over-quarter.
- 11 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2014 and 4 closed out, a net change of +7 holders.
- The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2014 was Envestnet Asset Management, an estimated $17.1M added.
- The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2014 was SG Americas Securities, an estimated $2.6M sold.
Based on aggregated 13F filings for Q2 2014.