State Street SPDR Portfolio S&P 500 Value ETF
SPYV
221 hedge funds and large institutions have $1.59B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 105 increasing their positions, 29 reducing their positions, and 16 closing their positions.
338% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 16
262% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 29
133% more funds holding in top 10
Funds holding in top 10: 12 → 28 (+16)
70% more capital invested
Capital invested by funds: $935M → $1.59B (+$657M)
29% more funds holding
Funds holding: 171 → 221 (+50)
12.08% more ownership
Funds ownership: 58.25% → 70.33% (+12%)
Top Buyers
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$219M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$80.9M |
| 3 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$67.8M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$65.4M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$60.9M |
Top Sellers
| 1 |
FFG
Ford Financial Group
Fresno,
California
|
-$13.3M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$8.34M |
| 3 |
Jane Street
New York
|
-$4.06M |
| 4 |
AWM
Altium Wealth Management
Purchase,
New York
|
-$3.78M |
| 5 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
-$1.78M |
SPYV Hedge Fund Activity: Q4 2018 in Review
221 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q4 2018, worth a combined $1.59B — up 70% from $935M a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new SPYV positions and 16 closed out — a net gain of 54 holders — while 105 added to existing stakes and 29 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $219M. The largest seller was Ford Financial Group, cutting an estimated $13.3M.
- 221 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q4 2018, up from 171 in Q3 2018.
- Funds reported $1.59B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q4 2018, up 70% quarter-over-quarter.
- 70 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q4 2018 and 16 closed out, a net change of +54 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q4 2018 was Horizon Investments, an estimated $219M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q4 2018 was Ford Financial Group, an estimated $13.3M sold.
Based on aggregated 13F filings for Q4 2018.