State Street SPDR Portfolio S&P 500 Value ETF
SPYV
40 hedge funds and large institutions have $47.9M invested in State Street SPDR Portfolio S&P 500 Value ETF in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
0% more funds holding
Funds holding: 40 → 40 (0)
4.39% less ownership
Funds ownership: 103.08% → 98.68% (-4.4%)
19% less capital invested
Capital invested by funds: $59.2M → $47.9M (-$11.3M)
Top Buyers
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$2.53M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.44M |
| 3 |
Morgan Stanley
New York
|
+$2.16M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.71M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.42M |
Top Sellers
SPYV Hedge Fund Activity: Q3 2015 in Review
40 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q3 2015, worth a combined $47.9M — down 19% from $59.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPYV positions and 5 closed out — a net gain of 1 holder — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Freedom Investment Management, adding an estimated $2.53M. The largest seller was State Street, exiting entirely with an estimated $13M sold.
- 40 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $47.9M of State Street SPDR Portfolio S&P 500 Value ETF stock for Q3 2015, down 19% quarter-over-quarter.
- 6 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q3 2015 and 5 closed out, a net change of +1 holder.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q3 2015 was Freedom Investment Management, an estimated $2.53M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q3 2015 was State Street, an estimated $13M sold.
Based on aggregated 13F filings for Q3 2015.