VLU icon

SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

70 hedge funds and large institutions have $247M invested in SPDR S&P 1500 Value Tilt ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
25
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.63M
2
RJA
Raymond James & Associates
Florida
$9.86M
3
Osaic Holdings
Osaic Holdings
Arizona
$10.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.3M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.76M

Top Sellers

1
LPL Financial
LPL Financial
California
$65M
2
VF
Virtu Financial
New York
$1.3M
3
Mariner
Mariner
Kansas
$0
4
TRCT
Tower Research Capital (TRC)
New York
$0
5
KAS
Kestra Advisory Services
Texas
$453K
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$1.2M +$10.1K +55 +0.9%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.13M -$64.7K -351 -5%
EH
28
Equitable Holdings
New York
$1.1M -$71.4K -387 -6%
AAS
29
Ameritas Advisory Services
Nebraska
$1.09M +$64.5K +350 +6%
KWS
30
Keystone Wealth Services
California
$1.01M +$4.24K +23 +0.4%
SI
31
Stephens Inc
Arkansas
$988K – – –
IWC
32
Integrated Wealth Concepts
Massachusetts
$913K +$8.67K +47 +1%
SAM
33
Smartleaf Asset Management
Massachusetts
$855K +$855K +4,650 New
UBS Group
34
UBS Group
Switzerland
$851K +$812K +4,404 +2,068%
PAG
35
Private Advisor Group
New Jersey
$844K +$844K +4,579 New
SI
36
Saxon Interests
Texas
$725K -$22.1K -120 -3%
CA
37
CoreCap Advisors
Michigan
$594K +$83.5K +453 +16%
WWM
38
Western Wealth Management
Colorado
$582K -$184 -1 -0%
HH
39
Hilltop Holdings
Texas
$567K +$567K +3,076 New
NA
40
NewEdge Advisors
Louisiana
$541K -$14.6K -79 -3%
LFAS
41
Level Four Advisory Services
Texas
$504K – – –
WC
42
Waterloo Capital
Texas
$478K +$478K +2,591 New
KAS
43
Kestra Advisory Services
Texas
$453K -$441K -2,394 -49%
AWS
44
Atria Wealth Solutions
New York
$415K +$62.3K +338 +18%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$356K +$3.87K +21 +1%
AAS
46
Avantax Advisory Services
Texas
$332K +$332K +1,802 New
DAS
47
Dynamic Advisor Solutions
Arizona
$322K -$36.9K -200 -10%
KFGK
48
Keystone Financial Group (Kentucky)
Kentucky
$291K +$291K +1,576 New
SWA
49
Stratos Wealth Advisors
Ohio
$281K -$6.82K -37 -2%
FPW
50
Flagship Private Wealth
Massachusetts
$268K – – –
1
2
3 4