State Street SPDR Portfolio S&P 500 Value ETF
SPYV
434 hedge funds and large institutions have $8.27B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 207 increasing their positions, 106 reducing their positions, and 27 closing their positions.
628% more call options, than puts
Call options by funds: $5.82M | Put options by funds: $799K
204% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 27
95% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 106
35% more capital invested
Capital invested by funds: $6.14B → $8.27B (+$2.13B)
15% more funds holding in top 10
Funds holding in top 10: 59 → 68 (+9)
13% more funds holding
Funds holding: 383 → 434 (+51)
0.18% more ownership
Funds ownership: 81.41% → 81.6% (+0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$244M |
| 2 |
HC
Hamilton Capital
Columbus,
Ohio
|
+$151M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$141M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$127M |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$127M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
-$120M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$31.7M |
| 3 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$22.6M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$20.3M |
| 5 |
AO
Advisor OS
Chicago,
Illinois
|
-$19.8M |
SPYV Hedge Fund Activity: Q1 2021 in Review
434 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q1 2021, worth a combined $8.27B — up 35% from $6.14B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new SPYV positions and 27 closed out — a net gain of 55 holders — while 207 added to existing stakes and 106 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $244M. The largest seller was Dupont Capital Management, cutting an estimated $120M.
- 434 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q1 2021, up from 383 in Q4 2020.
- Funds reported $8.27B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q1 2021, up 35% quarter-over-quarter.
- 82 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q1 2021 and 27 closed out, a net change of +55 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q1 2021 was Financial Engines Advisors, an estimated $244M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q1 2021 was Dupont Capital Management, an estimated $120M sold.
Based on aggregated 13F filings for Q1 2021.