State Street SPDR Portfolio S&P 500 Value ETF
SPYV
353 hedge funds and large institutions have $4.37B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 169 increasing their positions, 67 reducing their positions, and 12 closing their positions.
717% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 12
152% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 67
47% more capital invested
Capital invested by funds: $2.97B → $4.37B (+$1.4B)
43% more funds holding in top 10
Funds holding in top 10: 40 → 57 (+17)
30% more funds holding
Funds holding: 271 → 353 (+82)
6.71% more ownership
Funds ownership: 81.05% → 87.76% (+6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$221M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$76M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$74.1M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$59.9M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$58.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$15.6M |
| 2 |
BC
Brio Consultants
San Francisco,
California
|
-$6.91M |
| 3 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$3.9M |
| 4 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$2.72M |
| 5 |
PWPS
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
-$2.54M |
SPYV Hedge Fund Activity: Q4 2019 in Review
353 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q4 2019, worth a combined $4.37B — up 47% from $2.97B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new SPYV positions and 12 closed out — a net gain of 86 holders — while 169 added to existing stakes and 67 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $221M. The largest seller was Valmark Advisers, cutting an estimated $15.6M.
- 353 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q4 2019, up from 271 in Q3 2019.
- Funds reported $4.37B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q4 2019, up 47% quarter-over-quarter.
- 98 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q4 2019 and 12 closed out, a net change of +86 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $221M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q4 2019 was Valmark Advisers, an estimated $15.6M sold.
Based on aggregated 13F filings for Q4 2019.