State Street SPDR Portfolio S&P 500 Value ETF
SPYV
102 hedge funds and large institutions have $234M invested in State Street SPDR Portfolio S&P 500 Value ETF in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.
900% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 5
109% more capital invested
Capital invested by funds: $112M → $234M (+$122M)
80% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 15
79% more funds holding
Funds holding: 57 → 102 (+45)
89.99% less ownership
Funds ownership: 127.76% → 37.77% (-90%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
SEI Investments
Oaks,
Pennsylvania
| $1K | +$718 | +24 | New |
|
|
RJA
102
Raymond James & Associates
St Petersburg,
Florida
| – | -$1.73M | -59,276 | Closed |
|
|
GFPC
103
Global Financial Private Capital
Sarasota,
Florida
| – | -$831K | -28,488 | Closed |
|
104
SG Americas Securities
New York
| – | -$415K | -14,228 | Closed |
|
|
NPC
105
National Planning Corporation
El Segundo,
California
| – | -$356K | -12,220 | Closed |
|
|
LWAC
106
Laurel Wealth Advisors (California)
Solana Beach,
California
| – | -$248K | -8,752 | Closed |
|
SPYV Hedge Fund Activity: Q4 2017 in Review
102 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q4 2017, worth a combined $234M — up 109% from $112M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SPYV positions and 5 closed out — a net gain of 45 holders — while 27 added to existing stakes and 15 trimmed.
The largest buyer was Allegis Investment Advisors, opening a new position worth an estimated $17.3M. The largest seller was Royal Bank of Canada, cutting an estimated $5.31M.
- 102 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q4 2017, up from 57 in Q3 2017.
- Funds reported $234M of State Street SPDR Portfolio S&P 500 Value ETF stock for Q4 2017, up 109% quarter-over-quarter.
- 50 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q4 2017 and 5 closed out, a net change of +45 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q4 2017 was Allegis Investment Advisors, an estimated $17.3M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q4 2017 was Royal Bank of Canada, an estimated $5.31M sold.
Based on aggregated 13F filings for Q4 2017.