State Street SPDR Portfolio S&P 500 Value ETF
SPYV
840 hedge funds and large institutions have $18.2B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 324 increasing their positions, 266 reducing their positions, and 32 closing their positions.
5,329% more call options, than puts
Call options by funds: $14.7M | Put options by funds: $270K
378% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 32
35% more capital invested
Capital invested by funds: $13.4B → $18.2B (+$4.73B)
27% more funds holding in top 10
Funds holding in top 10: 104 → 132 (+28)
22% more repeat investments, than reductions
Existing positions increased: 324 | Existing positions reduced: 266
16% more funds holding
Funds holding: 724 → 840 (+116)
5.99% more ownership
Funds ownership: 84.56% → 90.55% (+6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$433M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$378M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$190M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$157M |
| 5 |
JP Morgan Chase
New York
|
+$141M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
Hamilton Capital
Columbus,
Ohio
|
-$132M |
| 2 |
AA
Alesco Advisors
Pittsford,
New York
|
-$72.4M |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$21.8M |
| 4 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$21.2M |
| 5 |
KW
KWB Wealth
Redlands,
California
|
-$13.2M |
SPYV Hedge Fund Activity: Q4 2023 in Review
840 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q4 2023, worth a combined $18.2B — up 35% from $13.4B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new SPYV positions and 32 closed out — a net gain of 121 holders — while 324 added to existing stakes and 266 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $433M. The largest seller was Hamilton Capital, cutting an estimated $132M.
- 840 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q4 2023, up from 724 in Q3 2023.
- Funds reported $18.2B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q4 2023, up 35% quarter-over-quarter.
- 153 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q4 2023 and 32 closed out, a net change of +121 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $433M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q4 2023 was Hamilton Capital, an estimated $132M sold.
Based on aggregated 13F filings for Q4 2023.