State Street SPDR Portfolio S&P 500 Value ETF
SPYV
36 hedge funds and large institutions have $80.4M invested in State Street SPDR Portfolio S&P 500 Value ETF in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
89% more capital invested
Capital invested by funds: $42.6M → $80.4M (+$37.7M)
64.11% more ownership
Funds ownership: 88.2% → 152.3% (+64%)
13% more funds holding
Funds holding: 32 → 36 (+4)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$17M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.44M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.49M |
| 5 |
ALA
Atherton Lane Advisers
Menlo Park,
California
|
+$867K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$3.39M |
| 2 |
SG Americas Securities
New York
|
-$1.08M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$774K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$370K |
| 5 |
Goldman Sachs
New York
|
-$334K |
SPYV Hedge Fund Activity: Q2 2014 in Review
36 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q2 2014, worth a combined $80.4M — up 89% from $42.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SPYV positions and 4 closed out — a net gain of 4 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $17M. The largest seller was State Street, exiting entirely with an estimated $3.39M sold.
- 36 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q2 2014, up from 32 in Q1 2014.
- Funds reported $80.4M of State Street SPDR Portfolio S&P 500 Value ETF stock for Q2 2014, up 89% quarter-over-quarter.
- 8 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q2 2014 and 4 closed out, a net change of +4 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q2 2014 was United Capital Financial Advisors, an estimated $17M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q2 2014 was State Street, an estimated $3.39M sold.
Based on aggregated 13F filings for Q2 2014.