SPDR MFS Systematic Value Equity ETF of SSgA Active Trust
SYV was delisted on the 17th of March, 2021.
18 hedge funds and large institutions have $11.9M invested in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
16% more capital invested
Capital invested by funds: $10.3M → $11.9M (+$1.61M)
13% more funds holding
Funds holding: 16 → 18 (+2)
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$6.62M |
| 2 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$1.21M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$190K |
| 4 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$43.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$639K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$505K |
| 3 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$214K |
| 4 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
-$191K |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$73K |
SYV Hedge Fund Activity: Q4 2019 in Review
18 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) for Q4 2019, worth a combined $11.9M — up 16% from $10.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SYV positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 7 trimmed.
The largest buyer was Johanson Financial Advisors, opening a new position worth an estimated $6.62M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $639K.
- 18 institutional investors held SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) as of Q4 2019, up from 16 in Q3 2019.
- Funds reported $11.9M of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust stock for Q4 2019, up 16% quarter-over-quarter.
- 4 funds opened new SPDR MFS Systematic Value Equity ETF of SSgA Active Trust positions in Q4 2019 and 2 closed out, a net change of +2 holders.
- The largest SPDR MFS Systematic Value Equity ETF of SSgA Active Trust buyer in Q4 2019 was Johanson Financial Advisors, an estimated $6.62M added.
- The largest SPDR MFS Systematic Value Equity ETF of SSgA Active Trust seller in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $639K sold.
Based on aggregated 13F filings for Q4 2019.