State Street SPDR Portfolio S&P 500 Value ETF
SPYV
480 hedge funds and large institutions have $9.72B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 247 increasing their positions, 133 reducing their positions, and 35 closing their positions.
807% more call options, than puts
Call options by funds: $5.59M | Put options by funds: $616K
86% more repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 133
46% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 35
1% more funds holding
Funds holding: 473 → 480 (+7)
0% less capital invested
Capital invested by funds: $9.75B → $9.72B (-$28.8M)
0.53% less ownership
Funds ownership: 80% → 79.46% (-0.53%)
5% less funds holding in top 10
Funds holding in top 10: 73 → 69 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$145M |
| 2 |
WJA
Willis Johnson & Associates
Houston,
Texas
|
+$94.5M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$79M |
| 4 |
AssetMark Inc
Concord,
California
|
+$78.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$59.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$141M |
| 2 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
-$133M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$93.6M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$82.1M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$72.6M |
SPYV Hedge Fund Activity: Q3 2021 in Review
480 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q3 2021, worth a combined $9.72B — down 0.3% from $9.75B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new SPYV positions and 35 closed out — a net gain of 16 holders — while 247 added to existing stakes and 133 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $145M. The largest seller was Angeles Investment Advisors, cutting an estimated $141M.
- 480 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q3 2021, up from 473 in Q2 2021.
- Funds reported $9.72B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q3 2021, down 0.3% quarter-over-quarter.
- 51 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q3 2021 and 35 closed out, a net change of +16 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q3 2021 was Financial Engines Advisors, an estimated $145M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q3 2021 was Angeles Investment Advisors, an estimated $141M sold.
Based on aggregated 13F filings for Q3 2021.