State Street SPDR Portfolio S&P 500 Value ETF
SPYV
589 hedge funds and large institutions have $11.9B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 261 increasing their positions, 170 reducing their positions, and 48 closing their positions.
354% more call options, than puts
Call options by funds: $4.74M | Put options by funds: $1.04M
90% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 48
54% more repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 170
22% more funds holding in top 10
Funds holding in top 10: 83 → 101 (+18)
15% more capital invested
Capital invested by funds: $10.4B → $11.9B (+$1.54B)
6% more funds holding
Funds holding: 554 → 589 (+35)
0.25% less ownership
Funds ownership: 80.16% → 79.91% (-0.25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$637M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$187M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$87.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$85.4M |
| 5 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
-$73.4M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$44.5M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$29.3M |
| 4 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
-$22.9M |
| 5 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
-$22.1M |
SPYV Hedge Fund Activity: Q1 2022 in Review
589 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q1 2022, worth a combined $11.9B — up 15% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new SPYV positions and 48 closed out — a net gain of 43 holders — while 261 added to existing stakes and 170 trimmed.
The largest buyer was Bank of America, adding an estimated $637M. The largest seller was RegentAtlantic Capital, cutting an estimated $73.4M.
- 589 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q1 2022, up from 554 in Q4 2021.
- Funds reported $11.9B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q1 2022, up 15% quarter-over-quarter.
- 91 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q1 2022 and 48 closed out, a net change of +43 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q1 2022 was Bank of America, an estimated $637M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q1 2022 was RegentAtlantic Capital, an estimated $73.4M sold.
Based on aggregated 13F filings for Q1 2022.