State Street SPDR Portfolio S&P 500 Value ETF
SPYV
28 hedge funds and large institutions have $37.6M invested in State Street SPDR Portfolio S&P 500 Value ETF in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and closing their positions.
16% more capital invested
Capital invested by funds: $32.3M → $37.6M (+$5.31M)
15.5% more ownership
Funds ownership: 82.7% → 98.19% (+15%)
12% more funds holding
Funds holding: 25 → 28 (+3)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.76M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.1M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$772K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$447K |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$406K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$1M |
| 2 |
State Street
Boston,
Massachusetts
|
-$584K |
| 3 |
Morgan Stanley
New York
|
-$381K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$360K |
| 5 |
JP Morgan Chase
New York
|
-$306K |
SPYV Hedge Fund Activity: Q3 2013 in Review
28 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q3 2013, worth a combined $37.6M — up 16% from $32.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPYV positions and 0 closed out — a net gain of 3 holders — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $3.76M. The largest seller was SG Americas Securities, cutting an estimated $1M.
- 28 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q3 2013, up from 25 in Q2 2013.
- Funds reported $37.6M of State Street SPDR Portfolio S&P 500 Value ETF stock for Q3 2013, up 16% quarter-over-quarter.
- 3 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q3 2013 and 0 closed out, a net change of +3 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q3 2013 was Susquehanna International Group, an estimated $3.76M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q3 2013 was SG Americas Securities, an estimated $1M sold.
Based on aggregated 13F filings for Q3 2013.