State Street SPDR Portfolio S&P 500 Value ETF
SPYV
383 hedge funds and large institutions have $6.14B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2020 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 163 increasing their positions, 96 reducing their positions, and 20 closing their positions.
350% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 20
70% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 96
41% more capital invested
Capital invested by funds: $4.36B → $6.14B (+$1.78B)
21% more funds holding
Funds holding: 317 → 383 (+66)
18% more funds holding in top 10
Funds holding in top 10: 50 → 59 (+9)
2% more call options, than puts
Call options by funds: $3.28M | Put options by funds: $3.21M
0.38% more ownership
Funds ownership: 81.03% → 81.41% (+0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$346M |
| 2 |
HC
Hamilton Capital
Columbus,
Ohio
|
+$269M |
| 3 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
+$257M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$124M |
| 5 |
LPL Financial
San Diego,
California
|
+$54.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$121M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$31.9M |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$25.5M |
| 4 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$13M |
| 5 |
NA
Nottingham Advisors
Amherst,
New York
|
-$10.5M |
SPYV Hedge Fund Activity: Q4 2020 in Review
383 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q4 2020, worth a combined $6.14B — up 41% from $4.36B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new SPYV positions and 20 closed out — a net gain of 70 holders — while 163 added to existing stakes and 96 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $346M. The largest seller was Horizon Investments, exiting entirely with an estimated $121M sold.
- 383 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q4 2020, up from 317 in Q3 2020.
- Funds reported $6.14B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q4 2020, up 41% quarter-over-quarter.
- 90 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q4 2020 and 20 closed out, a net change of +70 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $346M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q4 2020 was Horizon Investments, an estimated $121M sold.
Based on aggregated 13F filings for Q4 2020.