State Street SPDR S&P 1500 Value Tilt ETF
VLU
40 hedge funds and large institutions have $141M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 1 closing their positions.
1,800% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 1
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
88% more capital invested
Capital invested by funds: $75.1M → $141M (+$65.9M)
82% more funds holding
Funds holding: 22 → 40 (+18)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
1.23% less ownership
Funds ownership: 67.66% → 66.42% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.7M |
| 2 |
LWA
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
+$8.36M |
| 3 |
PG
Prostatis Group
Hanover,
Maryland
|
+$6.27M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$5.89M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.49M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.02M |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$283K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$152K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$34.8K |
VLU Hedge Fund Activity: Q2 2021 in Review
40 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q2 2021, worth a combined $141M — up 88% from $75.1M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new VLU positions and 1 closed out — a net gain of 18 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $12.7M. The largest seller was Bank of America, cutting an estimated $2.49M.
- 40 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q2 2021, up from 22 in Q1 2021.
- Funds reported $141M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q2 2021, up 88% quarter-over-quarter.
- 19 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q2 2021 and 1 closed out, a net change of +18 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q2 2021 was Ameriprise, an estimated $12.7M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q2 2021 was Bank of America, an estimated $2.49M sold.
Based on aggregated 13F filings for Q2 2021.