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State Street SPDR S&P 1500 Value Tilt ETF
VLU

64 hedge funds and large institutions have $226M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more capital invested

Capital invested by funds: $221M → $226M (+$5.14M)

0.39% more ownership

Funds ownership: 63.65% → 64.04% (+0.39%)

0% more funds holding

Funds holding: 64 → 64 (0)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
29
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$11.6M
2
Ameriprise
Ameriprise
Minnesota
+$2.69M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.29M
4
VF
Virtu Financial
New York
+$1.55M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$839K

Top Sellers

Rank Fund Capital Flow
1
IGWM
ICA Group Wealth Management
Colorado
-$8.53M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.79M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.22M
4
UBS Group
UBS Group
Switzerland
-$1.02M
5
JP Morgan Chase
JP Morgan Chase
New York
-$433K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$1.11M +$37K +216 +3%
EH
27
Equitable Holdings
New York
$1.09M +$51K +298 +5%
Mariner
28
Mariner
Kansas
$1.05M +$44.5K +260 +4%
AAS
29
Ameritas Advisory Services
Nebraska
$957K +$168K +984 +21%
KWS
30
Keystone Wealth Services
California
$940K -$122K -711 -12%
SI
31
Stephens Inc
Arkansas
$922K – – –
IWC
32
Integrated Wealth Concepts
Massachusetts
$844K +$839K +4,902 New
KAS
33
Kestra Advisory Services
Texas
$835K +$603K +3,521 +265%
SI
34
Saxon Interests
Texas
$697K -$5.82K -34 -0.8%
WWM
35
Western Wealth Management
Colorado
$544K +$24.1K +141 +5%
NA
36
NewEdge Advisors
Louisiana
$519K +$13.5K +79 +3%
TRCT
37
Tower Research Capital (TRC)
New York
$479K +$514 +3 +0.1%
CA
38
CoreCap Advisors
Michigan
$477K +$22.6K +132 +5%
LFAS
39
Level Four Advisory Services
Texas
$474K -$29.4K -172 -6%
IFG
40
Independent Financial Group
California
$453K – – –
DAS
41
Dynamic Advisor Solutions
Arizona
$335K -$3.94K -23 -1%
AWS
42
Atria Wealth Solutions
New York
$329K +$28.2K +165 +9%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$328K +$326K +1,907 New
SWA
44
Stratos Wealth Advisors
Ohio
$268K -$21.1K -123 -7%
GVAG
45
Great Valley Advisor Group
Delaware
$262K -$6.85K -40 -3%
FPW
46
Flagship Private Wealth
Massachusetts
$250K -$14.6K -85 -6%
GRP
47
Global Retirement Partners
California
$230K +$685 +4 +0.3%
PCG
48
Prosperity Consulting Group
Maryland
$217K -$3.77K -22 -2%
CMS
49
Capital Market Strategies
Florida
$209K +$171 +1 +0.1%
PFA
50
Professional Financial Advisors
Nebraska
$206K -$171 -1 -0.1%
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VLU Hedge Fund Activity: Q2 2024 in Review

64 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q2 2024, worth a combined $226M — up 2.3% from $221M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VLU positions and 5 closed out — a net gain of 1 holder — while 29 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $11.6M. The largest seller was ICA Group Wealth Management, cutting an estimated $8.53M.

  • 64 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $226M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q2 2024, up 2.3% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q2 2024 and 5 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q2 2024 was LPL Financial, an estimated $11.6M added.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q2 2024 was ICA Group Wealth Management, an estimated $8.53M sold.

Based on aggregated 13F filings for Q2 2024.