Syntax Stratified LargeCap ETF
SSPY
11 hedge funds and large institutions have $13M invested in Syntax Stratified LargeCap ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
83% more funds holding
Funds holding: 6 → 11 (+5)
32% more capital invested
Capital invested by funds: $9.82M → $13M (+$3.17M)
8.79% more ownership
Funds ownership: 25.89% → 34.68% (+8.8%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Fortress Wealth Management
Culver City,
California
|
+$6.05M |
| 2 |
Goldman Sachs
New York
|
+$1.34M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$830K |
| 4 |
PPW
PACK Private Wealth
Wayzata,
Minnesota
|
+$490K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$383K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.6M |
| 2 |
GS
GTS Securities
New York
|
-$2.45M |
| 3 |
Jane Street
New York
|
-$1.13M |
| 4 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$12.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
1
Fortress Wealth Management
Culver City,
California
| $5.91M | +$6.05M | +75,691 | New |
|
|
SKK
2
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $2.12M | -$12.3K | -154 | -0.6% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.9M | +$830K | +10,380 | +75% |
|
|
4
Goldman Sachs
New York
| $1.31M | +$1.34M | +16,813 | New |
|
|
PPW
5
PACK Private Wealth
Wayzata,
Minnesota
| $479K | +$490K | +6,132 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $414K | +$383K | +4,792 | +925% |
|
|
GS
7
GTS Securities
New York
| $369K | -$2.45M | -30,614 | -87% |
|
8
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $300K | +$308K | +3,849 | New |
|
|
BC
9
Barrett & Company
Providence,
Rhode Island
| $123K | +$126K | +1,577 | New |
|
10
Fidelity Investments
Boston,
Massachusetts
| $54.6K | +$56K | +700 | New |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $13.4K | +$13.8K | +172 | New |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$2.6M | -32,858 | Closed |
|
|
13
Jane Street
New York
| – | -$1.13M | -14,279 | Closed |
|
SSPY Hedge Fund Activity: Q4 2024 in Review
11 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Syntax Stratified LargeCap ETF (SSPY) for Q4 2024, worth a combined $13M — up 32% from $9.82M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SSPY positions and 2 closed out — a net gain of 5 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Fortress Wealth Management, opening a new position worth an estimated $6.05M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.6M sold.
- 11 institutional investors held Syntax Stratified LargeCap ETF (SSPY) as of Q4 2024, up from 6 in Q3 2024.
- Funds reported $13M of Syntax Stratified LargeCap ETF stock for Q4 2024, up 32% quarter-over-quarter.
- 7 funds opened new Syntax Stratified LargeCap ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
- The largest Syntax Stratified LargeCap ETF buyer in Q4 2024 was Fortress Wealth Management, an estimated $6.05M added.
- The largest Syntax Stratified LargeCap ETF seller in Q4 2024 was Citadel Advisors, an estimated $2.6M sold.
Based on aggregated 13F filings for Q4 2024.