State Street SPDR Portfolio S&P 500 Value ETF
SPYV
720 hedge funds and large institutions have $13.5B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 283 increasing their positions, 259 reducing their positions, and 45 closing their positions.
1,330% more call options, than puts
Call options by funds: $8.83M | Put options by funds: $617K
93% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 45
12% more capital invested
Capital invested by funds: $12.1B → $13.5B (+$1.41B)
5% more funds holding
Funds holding: 688 → 720 (+32)
2.85% more ownership
Funds ownership: 81.81% → 84.66% (+2.9%)
9% more repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 259
0% more funds holding in top 10
Funds holding in top 10: 105 → 105 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$402M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$73.9M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$65.4M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$50.2M |
| 5 |
Cerity Partners
New York
|
+$46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
Hamilton Capital
Columbus,
Ohio
|
-$263M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$83.9M |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$36.7M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$18.4M |
| 5 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
-$16.4M |
SPYV Hedge Fund Activity: Q2 2023 in Review
720 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q2 2023, worth a combined $13.5B — up 12% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new SPYV positions and 45 closed out — a net gain of 42 holders — while 283 added to existing stakes and 259 trimmed.
The largest buyer was Allworth Financial, adding an estimated $402M. The largest seller was Hamilton Capital, cutting an estimated $263M.
- 720 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q2 2023, up from 688 in Q1 2023.
- Funds reported $13.5B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q2 2023, up 12% quarter-over-quarter.
- 87 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q2 2023 and 45 closed out, a net change of +42 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q2 2023 was Allworth Financial, an estimated $402M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q2 2023 was Hamilton Capital, an estimated $263M sold.
Based on aggregated 13F filings for Q2 2023.