SPDR MFS Systematic Value Equity ETF of SSgA Active Trust
SYV was delisted on the 17th of March, 2021.
11 hedge funds and large institutions have $7.17M invested in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 3 closing their positions.
148% more capital invested
Capital invested by funds: $2.9M → $7.17M (+$4.28M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0% more funds holding
Funds holding: 11 → 11 (0)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
+$1.15M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$678K |
| 3 |
LPL Financial
San Diego,
California
|
+$203K |
| 4 |
Morgan Stanley
New York
|
+$979 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$683K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$225K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$176K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$93K |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$54.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWMSC
1
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $3.19M | +$2.98M | +45,697 | New |
|
|
CWS
2
Cypress Wealth Services
Palm Desert,
California
| $1.23M | +$1.15M | +17,620 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.02M | +$678K | +10,389 | +248% |
|
|
RJFSA
4
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $808K | -$225K | -3,442 | -23% |
|
|
5
Citadel Advisors
Miami,
Florida
| $375K | -$176K | -2,691 | -33% |
|
|
SI
6
Stephens Inc
Little Rock,
Arkansas
| $267K | -$54.5K | -835 | -18% |
|
|
7
LPL Financial
San Diego,
California
| $217K | +$203K | +3,107 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $37K | – | – | – |
|
|
APA
9
American Portfolios Advisors
Holbrook,
New York
| $27.9K | – | – | – |
|
|
10
Morgan Stanley
New York
| $1K | +$979 | +15 | New |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$683K | -11,139 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$93K | -1,524 | Closed |
|
|
GWM
13
Geneos Wealth Management
Englewood,
Colorado
| – | -$13K | -225 | Closed |
|
SYV Hedge Fund Activity: Q4 2020 in Review
11 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) for Q4 2020, worth a combined $7.17M — up 148% from $2.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SYV positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Cypress Wealth Services, opening a new position worth an estimated $1.15M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $683K sold.
- 11 institutional investors held SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $7.17M of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust stock for Q4 2020, up 148% quarter-over-quarter.
- 4 funds opened new SPDR MFS Systematic Value Equity ETF of SSgA Active Trust positions in Q4 2020 and 3 closed out, a net change of +1 holder.
- The largest SPDR MFS Systematic Value Equity ETF of SSgA Active Trust buyer in Q4 2020 was Cypress Wealth Services, an estimated $1.15M added.
- The largest SPDR MFS Systematic Value Equity ETF of SSgA Active Trust seller in Q4 2020 was Susquehanna International Group, an estimated $683K sold.
Based on aggregated 13F filings for Q4 2020.