State Street SPDR Portfolio S&P 500 Value ETF
SPYV
958 hedge funds and large institutions have $21.3B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 419 increasing their positions, 299 reducing their positions, and 42 closing their positions.
816% more call options, than puts
Call options by funds: $18.7M | Put options by funds: $2.05M
162% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 42
40% more repeat investments, than reductions
Existing positions increased: 419 | Existing positions reduced: 299
17% more capital invested
Capital invested by funds: $18.2B → $21.3B (+$3.12B)
7% more funds holding
Funds holding: 899 → 958 (+59)
6% more funds holding in top 10
Funds holding in top 10: 133 → 141 (+8)
0.06% less ownership
Funds ownership: 85.3% → 85.24% (-0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$417M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$163M |
| 3 |
LPL Financial
San Diego,
California
|
+$162M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$81.1M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
+$74.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$117M |
| 2 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$68.5M |
| 3 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
-$67M |
| 4 |
Bank of New York Mellon
New York
|
-$57.6M |
| 5 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$43.2M |
SPYV Hedge Fund Activity: Q3 2024 in Review
958 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q3 2024, worth a combined $21.3B — up 17% from $18.2B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new SPYV positions and 42 closed out — a net gain of 68 holders — while 419 added to existing stakes and 299 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $417M. The largest seller was Horizon Investments, cutting an estimated $117M.
- 958 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q3 2024, up from 899 in Q2 2024.
- Funds reported $21.3B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q3 2024, up 17% quarter-over-quarter.
- 110 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q3 2024 and 42 closed out, a net change of +68 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $417M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q3 2024 was Horizon Investments, an estimated $117M sold.
Based on aggregated 13F filings for Q3 2024.