State Street SPDR Portfolio S&P 500 Value ETF
SPYV
332 hedge funds and large institutions have $4.04B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 153 increasing their positions, 105 reducing their positions, and 39 closing their positions.
9,800% more call options, than puts
Call options by funds: $594K | Put options by funds: $6K
56% more capital invested
Capital invested by funds: $2.58B → $4.04B (+$1.45B)
46% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 105
4.58% more ownership
Funds ownership: 80.19% → 84.77% (+4.6%)
4% more funds holding in top 10
Funds holding in top 10: 47 → 49 (+2)
8% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 39
1% more funds holding
Funds holding: 330 → 332 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$282M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$251M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$106M |
| 4 |
AA
Alesco Advisors
Pittsford,
New York
|
+$86.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$60.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$29.6M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$17.1M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$11.7M |
| 4 |
MW
Marcum Wealth
Cleveland,
Ohio
|
-$11M |
| 5 |
MD
Money Design
Tokyo,
Japan
|
-$10.8M |
SPYV Hedge Fund Activity: Q2 2020 in Review
332 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q2 2020, worth a combined $4.04B — up 56% from $2.58B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SPYV positions and 39 closed out — a net gain of 3 holders — while 153 added to existing stakes and 105 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $282M. The largest seller was Focused Wealth Management, cutting an estimated $29.6M.
- 332 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q2 2020, up from 330 in Q1 2020.
- Funds reported $4.04B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q2 2020, up 56% quarter-over-quarter.
- 42 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q2 2020 and 39 closed out, a net change of +3 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q2 2020 was Financial Engines Advisors, an estimated $282M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q2 2020 was Focused Wealth Management, an estimated $29.6M sold.
Based on aggregated 13F filings for Q2 2020.