VLU icon

SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

54 hedge funds and large institutions have $149M invested in SPDR S&P 1500 Value Tilt ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
19
Reduced
19
Closed
8
Calls
–
Puts
$28.9M
Net Calls
-$28.9M
Net Calls Change
-$28.9M

Top Buyers

1
EW
Evoke Wealth
California
$4.86M
2
GM
GeoWealth Management
Illinois
$4.69M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.15M
4
VF
Virtu Financial
New York
$935K
5
SWP
ShoreHaven Wealth Partners
New Jersey
$934K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.85M
2
Bank of America
Bank of America
North Carolina
$4.77M
3
OP
ORG Partners
Indiana
$0
4
Goldman Sachs
Goldman Sachs
New York
$0
5
PAG
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$899K +$469K +3,245 +109%
KWS
27
Keystone Wealth Services
California
$889K -$2.46K -17 -0.3%
IWC
28
Integrated Wealth Concepts
Massachusetts
$841K +$841K +5,819 New
TRCT
29
Tower Research Capital (TRC)
New York
$746K +$746K +5,163 New
EH
30
Equitable Holdings
New York
$680K +$126K +873 +23%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$461K +$461K +3,188 New
LFAS
32
Level Four Advisory Services
Texas
$423K – – –
FTUS
33
Flow Traders U.S.
New York
$399K +$399K +2,763 New
SWA
34
Stratos Wealth Advisors
Ohio
$358K -$31.2K -216 -8%
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$330K -$2.89K -20 -0.9%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$315K -$69.4K -480 -18%
WWM
37
Western Wealth Management
Colorado
$311K +$1.16K +8 +0.4%
CA
38
CoreCap Advisors
Michigan
$308K +$23.9K +165 +8%
PCG
39
Prosperity Consulting Group
Maryland
$281K -$12.9K -89 -4%
DAS
40
Dynamic Advisor Solutions
Arizona
$280K -$38K -263 -12%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$279K +$65.2K +451 +30%
CAG
42
Csenge Advisory Group
Florida
$223K -$277K -1,914 -55%
FPW
43
Flagship Private Wealth
Massachusetts
$221K +$1.01K +7 +0.5%
GVAG
44
Great Valley Advisor Group
Delaware
$221K -$7.37K -51 -3%
PTC
45
Private Trust Company
Ohio
$201K -$3.33K -23 -2%
GRP
46
Global Retirement Partners
California
$167K +$569 +4 +0.3%
US Bancorp
47
US Bancorp
Minnesota
$74K – – –
Wells Fargo
48
Wells Fargo
California
$36.2K +$36.1K +250 +25,000%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$35K -$5.06K -35 -13%
PFBT
50
Parkside Financial Bank & Trust
Missouri
$19.7K – – –
1
2
3