State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
268 hedge funds and large institutions have $1.68B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 65 reducing their positions, and 35 closing their positions.
94% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 35
71% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 65
43% more funds holding in top 10
Funds holding in top 10: 21 → 30 (+9)
13% more funds holding
Funds holding: 237 → 268 (+31)
1.73% less ownership
Funds ownership: 54.25% → 52.53% (-1.7%)
17% less capital invested
Capital invested by funds: $2.01B → $1.68B (-$332M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$46.7M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$46.7M |
| 3 |
Goldman Sachs
New York
|
+$37.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$34.6M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$167M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$103M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$75.2M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$61M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$30.8M |
SPYG Hedge Fund Activity: Q4 2018 in Review
268 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2018, worth a combined $1.68B — down 17% from $2.01B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SPYG positions and 35 closed out — a net gain of 33 holders — while 111 added to existing stakes and 65 trimmed.
The largest buyer was Balentine LLC, opening a new position worth an estimated $46.7M. The largest seller was Envestnet Asset Management, cutting an estimated $167M.
- 268 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2018, up from 237 in Q3 2018.
- Funds reported $1.68B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2018, down 17% quarter-over-quarter.
- 68 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2018 and 35 closed out, a net change of +33 holders.
- The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2018 was Balentine LLC, an estimated $46.7M added.
- The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $167M sold.
Based on aggregated 13F filings for Q4 2018.