State Street SPDR Portfolio S&P 500 Value ETF
SPYV
136 hedge funds and large institutions have $782M invested in State Street SPDR Portfolio S&P 500 Value ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 65 increasing their positions, 12 reducing their positions, and 9 closing their positions.
442% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 12
378% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 9
235% more capital invested
Capital invested by funds: $234M → $782M (+$548M)
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
33% more funds holding
Funds holding: 102 → 136 (+34)
19.67% more ownership
Funds ownership: 37.77% → 57.44% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$117M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$116M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$114M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$28.8M |
| 5 |
FWM
Focused Wealth Management
Newburgh,
New York
|
+$26.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFWM
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
-$5.18M |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$1.37M |
| 3 |
XS
XR Securities
Chicago,
Illinois
|
-$1.35M |
| 4 |
PA
Prism Advisors
Studio City,
California
|
-$1.19M |
| 5 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$1.15M |
SPYV Hedge Fund Activity: Q1 2018 in Review
136 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q1 2018, worth a combined $782M — up 235% from $234M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SPYV positions and 9 closed out — a net gain of 34 holders — while 65 added to existing stakes and 12 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $117M. The largest seller was Wechter Feldman Wealth Management, exiting entirely with an estimated $5.18M sold.
- 136 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q1 2018, up from 102 in Q4 2017.
- Funds reported $782M of State Street SPDR Portfolio S&P 500 Value ETF stock for Q1 2018, up 235% quarter-over-quarter.
- 43 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q1 2018 and 9 closed out, a net change of +34 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q1 2018 was AssetMark Inc, an estimated $117M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q1 2018 was Wechter Feldman Wealth Management, an estimated $5.18M sold.
Based on aggregated 13F filings for Q1 2018.