State Street SPDR S&P 1500 Value Tilt ETF
VLU
56 hedge funds and large institutions have $134M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
22% more funds holding
Funds holding: 46 → 56 (+10)
16% more capital invested
Capital invested by funds: $115M → $134M (+$18.7M)
1.6% more ownership
Funds ownership: 60.1% → 61.7% (+1.6%)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.33M |
| 2 |
RWIA
Roger Wittlin Investment Advisory
San Francisco,
California
|
+$3.98M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.22M |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$1.56M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$2.72M |
| 2 |
Morgan Stanley
New York
|
-$2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.5M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.39M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
51
Geneos Wealth Management
Englewood,
Colorado
| $13.3K | – | – | – |
|
|
BAM
52
Byrne Asset Management
Kingston,
New Jersey
| $9.09K | +$9.04K | +65 | New |
|
|
VF
53
VitalStone Financial
Shavano Park,
Texas
| $8K | +$7.93K | +57 | New |
|
|
BFEC
54
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $4K | – | – | – |
|
55
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | +$3.48K | +25 | New |
|
56
Wells Fargo
San Francisco,
California
| $140 | +$139 | +1 | New |
|
|
IWM
57
IHT Wealth Management
Chicago,
Illinois
| – | -$2.72M | -21,615 | Closed |
|
|
58
Citadel Advisors
Miami,
Florida
| – | -$1.09M | -8,633 | Closed |
|
|
WP
59
WealthSource Partners
San Luis Obispo,
California
| – | -$491K | -3,903 | Closed |
|
|
PAG
60
Private Advisor Group
Morristown,
New Jersey
| – | -$364K | -2,889 | Closed |
|
|
SWP
61
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$320K | -2,545 | Closed |
|
VLU Hedge Fund Activity: Q4 2022 in Review
56 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q4 2022, worth a combined $134M — up 16% from $115M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new VLU positions and 6 closed out — a net gain of 11 holders — while 15 added to existing stakes and 17 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.33M. The largest seller was IHT Wealth Management, exiting entirely with an estimated $2.72M sold.
- 56 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q4 2022, up from 46 in Q3 2022.
- Funds reported $134M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q4 2022, up 16% quarter-over-quarter.
- 17 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q4 2022 and 6 closed out, a net change of +11 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q4 2022 was LPL Financial, an estimated $5.33M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q4 2022 was IHT Wealth Management, an estimated $2.72M sold.
Based on aggregated 13F filings for Q4 2022.