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SYV

SPDR MFS Systematic Value Equity ETF of SSgA Active Trust

Delisted

SYV was delisted on the 17th of March, 2021.

16 hedge funds and large institutions have $7.72M invested in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

11% less funds holding

Funds holding: 1816 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

35% less capital invested

Capital invested by funds: $11.9M → $7.72M (-$4.23M)

Holders
16
Holders Change
-2
Holders Change %
-11.11%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
1
Clear Creek Financial Management
Washington
$2.42M -$1.69M -26,085 -37%
IMC Chicago
2
IMC Chicago
Illinois
$1.36M +$1.71M +26,428 New
CWS
3
Cypress Wealth Services
California
$1.15M -$200K -3,082 -12%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$831K +$1.05M +16,169 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$627K +$237K +3,656 +43%
Citadel Advisors
6
Citadel Advisors
Florida
$379K +$53.9K +831 +13%
BC
7
Brio Consultants
California
$252K +$6.94K +107 +2%
SI
8
Stephens Inc
Arkansas
$240K -$616K -9,505 -67%
UBS Group
9
UBS Group
Switzerland
$187K +$167K +2,579 +243%
VCP
10
Verus Capital Partners
Arizona
$105K +$21.6K +333 +20%
LFG
11
LifePlan Financial Group
Ohio
$77K
AIS
12
Accurate Investment Solutions
Pennsylvania
$32K
Osaic Holdings
13
Osaic Holdings
Arizona
$22K +$26.6K +410 New
APA
14
American Portfolios Advisors
New York
$20.6K
GWM
15
Geneos Wealth Management
Colorado
$11K +$13K +200 +800%
SF
16
Synovus Financial
Georgia
$10K +$12.3K +189 New
JFA
17
Johanson Financial Advisors
California
-$1.32M -95,273 Closed
BAM
18
Belpointe Asset Management
Nevada
-$629K -8,755 Closed
IFWM
19
Institute for Wealth Management
Colorado
-$45K -625 Closed
HWM
20
Howard Wealth Management
Connecticut
-$5K -82 Closed
GRP
21
Global Retirement Partners
California
-$2K -26 Closed

SYV Hedge Fund Activity: Q1 2020 in Review

16 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) for Q1 2020, worth a combined $7.72M — down 35% from $11.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SYV and 4 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 6 added.

The largest buyer was IMC Chicago, opening a new position worth an estimated $1.71M. The largest seller was Clear Creek Financial Management, cutting an estimated $1.69M.

  • 16 institutional investors held SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) as of Q1 2020, down from 18 in Q4 2019.
  • Funds reported $7.72M of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust stock for Q1 2020, down 35% quarter-over-quarter.
  • 4 funds opened new SPDR MFS Systematic Value Equity ETF of SSgA Active Trust positions in Q1 2020 and 5 closed out, a net change of -1 holder.
  • The largest SPDR MFS Systematic Value Equity ETF of SSgA Active Trust buyer in Q1 2020 was IMC Chicago, an estimated $1.71M added.
  • The largest SPDR MFS Systematic Value Equity ETF of SSgA Active Trust seller in Q1 2020 was Clear Creek Financial Management, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2020.