State Street SPDR Portfolio S&P 500 Value ETF
SPYV
606 hedge funds and large institutions have $9.99B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 257 increasing their positions, 211 reducing their positions, and 49 closing their positions.
314% more call options, than puts
Call options by funds: $6.54M | Put options by funds: $1.58M
51% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 49
22% more repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 211
3% more funds holding
Funds holding: 591 → 606 (+15)
1% less funds holding in top 10
Funds holding in top 10: 101 → 100 (-1)
3.63% less ownership
Funds ownership: 79.93% → 76.3% (-3.6%)
16% less capital invested
Capital invested by funds: $11.9B → $9.99B (-$1.92B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$166M |
| 2 |
SQA
Simon Quick Advisors
Morristown,
New Jersey
|
+$45.4M |
| 3 |
Betterment LLC
New York
|
+$33.8M |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$33.2M |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$528M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$86.1M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$70.9M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$38.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$34.5M |
SPYV Hedge Fund Activity: Q2 2022 in Review
606 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q2 2022, worth a combined $9.99B — down 16% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new SPYV positions and 49 closed out — a net gain of 25 holders — while 257 added to existing stakes and 211 trimmed.
The largest buyer was LPL Financial, adding an estimated $166M. The largest seller was Bank of America, cutting an estimated $528M.
- 606 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q2 2022, up from 591 in Q1 2022.
- Funds reported $9.99B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q2 2022, down 16% quarter-over-quarter.
- 74 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q2 2022 and 49 closed out, a net change of +25 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q2 2022 was LPL Financial, an estimated $166M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q2 2022 was Bank of America, an estimated $528M sold.
Based on aggregated 13F filings for Q2 2022.