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State Street SPDR Portfolio S&P 500 Growth ETF

460 hedge funds and large institutions have $5.48B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 174 increasing their positions, 173 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 27

80% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $693K

37% more capital invested

Capital invested by funds: $4B → $5.48B (+$1.48B)

14% more funds holding in top 10

Funds holding in top 10: 6372 (+9)

10% more funds holding

Funds holding: 419460 (+41)

1% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 173

2.32% less ownership

Funds ownership: 71.93%69.61% (-2.3%)

Holders
460
Holders Change
+41
Holders Change %
+9.79%
% of All Funds
9.43%
Holding in Top 10
72
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.29%
% of All Funds
1.48%
New
71
Increased
174
Reduced
173
Closed
27
Calls
$1.24M
Puts
$693K
Net Calls
+$551K
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$457M -$71.9M -1,731,743 -15%
Osaic Holdings
2
Osaic Holdings
Arizona
$335M -$18.2M -437,736 -6%
HI
3
Horizon Investments
North Carolina
$301M +$170M +4,100,787 +158%
LPL Financial
4
LPL Financial
California
$221M +$76.9M +1,851,616 +60%
VA
5
Valmark Advisers
Ohio
$207M -$10.9M -262,132 -5%
Bank of America
6
Bank of America
North Carolina
$154M -$25.7M -619,685 -15%
Morgan Stanley
7
Morgan Stanley
New York
$143M +$29.9M +720,967 +29%
Financial Engines Advisors
8
Financial Engines Advisors
California
$140M +$79.1M +1,903,954 +156%
CCMG
9
Clark Capital Management Group
Pennsylvania
$136M -$9.79M -235,775 -7%
PI
10
PFS Investments
Georgia
$129M +$84.1M +2,024,739 +237%
Stifel Financial
11
Stifel Financial
Missouri
$116M -$4.51M -108,479 -4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$113M +$28.1M +676,944 +37%
Ameriprise
13
Ameriprise
Minnesota
$108M -$6.21M -149,518 -6%
UBS Group
14
UBS Group
Switzerland
$90.6M -$25.2M -606,304 -23%
NAS
15
Nicolet Advisory Services
Wisconsin
$85.7M -$206K -4,965 -0.3%
FI
16
FormulaFolio Investments
Michigan
$71.2M +$31.3M +753,448 +91%
CDIA
17
Capital Directions Investment Advisors
Georgia
$67M -$5.13M -123,634 -8%
OPS
18
Orion Portfolio Solutions
Nebraska
$62.5M +$1.88M +45,331 +3%
HB
19
Homrich & Berg
Georgia
$61.5M +$19.6M +471,126 +52%
AA
20
Advisory Alpha
Michigan
$61.5M -$2.32M -55,888 -4%
BL
21
Balentine LLC
Georgia
$57.6M -$21.4M -514,570 -29%
Wells Fargo
22
Wells Fargo
California
$56.7M +$6.62M +159,486 +14%
FWM
23
Focused Wealth Management
New York
$56.1M +$162K +3,895 +0.3%
PPA
24
Parametric Portfolio Associates
Washington
$55.9M -$21.1M -508,497 -29%
AF
25
Allworth Financial
California
$55.4M +$929K +22,372 +2%

SPYG Hedge Fund Activity: Q2 2020 in Review

460 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2020, worth a combined $5.48B — up 37% from $4B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SPYG positions and 27 closed out — a net gain of 44 holders — while 174 added to existing stakes and 173 trimmed.

The largest buyer was Horizon Investments, adding an estimated $170M. The largest seller was Synovus Financial, cutting an estimated $111M.

  • 460 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2020, up from 419 in Q1 2020.
  • Funds reported $5.48B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2020, up 37% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2020 and 27 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2020 was Horizon Investments, an estimated $170M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2020 was Synovus Financial, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2020.