State Street SPDR Portfolio S&P 500 Value ETF
SPYV
155 hedge funds and large institutions have $803M invested in State Street SPDR Portfolio S&P 500 Value ETF in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 30 reducing their positions, and 10 closing their positions.
220% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 10
150% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 30
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
14% more funds holding
Funds holding: 136 → 155 (+19)
1.14% more ownership
Funds ownership: 57.44% → 58.58% (+1.1%)
3% more capital invested
Capital invested by funds: $782M → $803M (+$20.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$144M |
| 2 |
AA
Advisory Alpha
Holland,
Michigan
|
+$16.2M |
| 3 |
FFG
Ford Financial Group
Fresno,
California
|
+$14.2M |
| 4 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
+$10.9M |
| 5 |
Morgan Stanley
New York
|
+$8.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$113M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$68.7M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$5.14M |
| 4 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$4.02M |
| 5 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$2.96M |
SPYV Hedge Fund Activity: Q2 2018 in Review
155 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q2 2018, worth a combined $803M — up 2.7% from $782M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SPYV positions and 10 closed out — a net gain of 22 holders — while 75 added to existing stakes and 30 trimmed.
The largest buyer was Valmark Advisers, adding an estimated $144M. The largest seller was AssetMark Inc, cutting an estimated $113M.
- 155 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q2 2018, up from 136 in Q1 2018.
- Funds reported $803M of State Street SPDR Portfolio S&P 500 Value ETF stock for Q2 2018, up 2.7% quarter-over-quarter.
- 32 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q2 2018 and 10 closed out, a net change of +22 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q2 2018 was Valmark Advisers, an estimated $144M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q2 2018 was AssetMark Inc, an estimated $113M sold.
Based on aggregated 13F filings for Q2 2018.