State Street SPDR Portfolio S&P 500 Value ETF
SPYV
710 hedge funds and large institutions have $16.4B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 296 increasing their positions, 199 reducing their positions, and 30 closing their positions.
400% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 30
382% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $2.34M
81% more capital invested
Capital invested by funds: $9.1B → $16.4B (+$7.34B)
49% more repeat investments, than reductions
Existing positions increased: 296 | Existing positions reduced: 199
18% more funds holding in top 10
Funds holding in top 10: 93 → 110 (+17)
18% more funds holding
Funds holding: 601 → 710 (+109)
5.95% more ownership
Funds ownership: 78.84% → 84.79% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$749M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$392M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$293M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$196M |
| 5 |
LPL Financial
San Diego,
California
|
+$165M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$48.1M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$35M |
| 3 |
RWM
Reston Wealth Management
Reston,
Virginia
|
-$26.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$20.9M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$17.7M |
SPYV Hedge Fund Activity: Q4 2022 in Review
710 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q4 2022, worth a combined $16.4B — up 81% from $9.1B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new SPYV positions and 30 closed out — a net gain of 120 holders — while 296 added to existing stakes and 199 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $749M. The largest seller was Valmark Advisers, cutting an estimated $48.1M.
- 710 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q4 2022, up from 601 in Q3 2022.
- Funds reported $16.4B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q4 2022, up 81% quarter-over-quarter.
- 150 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q4 2022 and 30 closed out, a net change of +120 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $749M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q4 2022 was Valmark Advisers, an estimated $48.1M sold.
Based on aggregated 13F filings for Q4 2022.