State Street SPDR Portfolio S&P 500 Value ETF
SPYV
841 hedge funds and large institutions have $17.7B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 324 increasing their positions, 265 reducing their positions, and 32 closing their positions.
5,329% more call options, than puts
Call options by funds: $14.7M | Put options by funds: $270K
537% more capital inflows, than outflows
Capital inflows: $2.9B | Capital outflows: $454M
384% more first-time investments, than exits
New positions opened: 155 | Existing positions closed: 32
27% more funds holding in top 10
Funds holding in top 10: 104 → 132 (+28)
22% more repeat investments, than reductions
Existing positions increased: 324 | Existing positions reduced: 265
16% more funds holding
Funds holding: 723 → 841 (+118)
4.02% more ownership
Funds ownership: 84.07% → 88.1% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$378M |
| 2 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$190M |
| 3 |
Horizon Investments
Charlotte,
North Carolina
|
+$157M |
| 4 |
JP Morgan Chase
New York
|
+$141M |
| 5 |
LPL Financial
San Diego,
California
|
+$137M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hamilton Capital
Columbus,
Ohio
|
-$132M |
| 2 |
Alesco Advisors
Pittsford,
New York
|
-$72.4M |
| 3 |
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$21.8M |
| 4 |
SVB Wealth
Boston,
Massachusetts
|
-$21.2M |
| 5 |
KWB Wealth
Redlands,
California
|
-$13.2M |
SPYV Hedge Fund Activity: Q4 2023 in Review
841 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) for Q4 2023, worth a combined $17.7B — up 32% from $13.3B a quarter earlier.
Buyers outnumbered sellers: 155 funds opened new SPYV positions and 32 closed out — a net gain of 123 holders — while 324 added to existing stakes and 265 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $378M. The largest seller was Hamilton Capital, cutting an estimated $132M.
- 841 institutional investors held State Street SPDR Portfolio S&P 500 Value ETF (SPYV) as of Q4 2023, up from 723 in Q3 2023.
- Funds reported $17.7B of State Street SPDR Portfolio S&P 500 Value ETF stock for Q4 2023, up 32% quarter-over-quarter.
- 155 funds opened new State Street SPDR Portfolio S&P 500 Value ETF positions in Q4 2023 and 32 closed out, a net change of +123 holders.
- The largest State Street SPDR Portfolio S&P 500 Value ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $378M added.
- The largest State Street SPDR Portfolio S&P 500 Value ETF seller in Q4 2023 was Hamilton Capital, an estimated $132M sold.
Based on aggregated 13F filings for Q4 2023.