State Street SPDR Portfolio S&P 500 Value ETF
SPYV
709 hedge funds and large institutions have $12.8B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 296 increasing their positions, 198 reducing their positions, and 29 closing their positions.
417% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 29
382% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $2.34M
49% more repeat investments, than reductions
Existing positions increased: 296 | Existing positions reduced: 198
40% more capital invested
Capital invested by funds: $9.14B → $12.8B (+$3.64B)
18% more funds holding
Funds holding: 599 → 709 (+110)
18% more funds holding in top 10
Funds holding in top 10: 93 → 110 (+17)
5.96% more ownership
Funds ownership: 78.82% → 84.78% (+6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$749M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$392M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$293M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$196M |
| 5 |
LPL Financial
San Diego,
California
|
+$165M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$48.1M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$35M |
| 3 |
RWM
Reston Wealth Management
Reston,
Virginia
|
-$26.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$20.9M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$17.7M |
SPYV Hedge Fund Activity: Q4 2022 in Review
709 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q4 2022, worth a combined $12.8B — up 40% from $9.14B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new SPYV positions and 29 closed out — a net gain of 121 holders — while 296 added to existing stakes and 198 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $749M. The largest seller was Valmark Advisers, cutting an estimated $48.1M.
- 709 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q4 2022, up from 599 in Q3 2022.
- Funds reported $12.8B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q4 2022, up 40% quarter-over-quarter.
- 150 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q4 2022 and 29 closed out, a net change of +121 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $749M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q4 2022 was Valmark Advisers, an estimated $48.1M sold.
Based on aggregated 13F filings for Q4 2022.