State Street SPDR S&P 1500 Value Tilt ETF
VLU
52 hedge funds and large institutions have $146M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 10 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 9
10% more capital invested
Capital invested by funds: $134M → $146M (+$12.8M)
8.12% more ownership
Funds ownership: 61.7% → 69.82% (+8.1%)
7% less funds holding
Funds holding: 56 → 52 (-4)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.23M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$9.72M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$6.87M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.44M |
| 4 |
Morgan Stanley
New York
|
+$2.11M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$7.35M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$786K |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$606K |
| 4 |
EFH
Eaton Financial Holdings
Coral Springs,
Florida
|
-$367K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$335K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | – | – | – |
|
52
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.55K | +$167K | +1,167 | +12% |
|
53
Wells Fargo
San Francisco,
California
| $136 | -$144 | -1 | Closed |
|
|
SPC
54
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$786K | -5,624 | Closed |
|
|
EFH
55
Eaton Financial Holdings
Coral Springs,
Florida
| – | -$367K | -2,624 | Closed |
|
56
JP Morgan Chase
New York
| – | -$217K | -1,553 | Closed |
|
|
KCM
57
KM Capital Management
Austin,
Texas
| – | -$217K | -1,552 | Closed |
|
|
CMS
58
Capital Market Strategies
Palm Beach Gardens,
Florida
| – | -$217K | -1,549 | Closed |
|
|
WPC
59
Waters Parkerson & Co
New Orleans,
Louisiana
| – | -$210K | -1,500 | Closed |
|
60
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$207K | -1,479 | Closed |
|
|
FFA
61
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$25.7K | -184 | Closed |
|
|
BFEC
62
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$4K | -31 | Closed |
|
VLU Hedge Fund Activity: Q1 2023 in Review
52 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q1 2023, worth a combined $146M — up 9.6% from $134M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of VLU and 7 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 27 added.
The largest buyer was Money Concepts Capital, adding an estimated $9.72M. The largest seller was Stratos Wealth Advisors, cutting an estimated $7.35M.
- 52 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q1 2023, down from 56 in Q4 2022.
- Funds reported $146M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q1 2023, up 9.6% quarter-over-quarter.
- 7 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q1 2023 and 10 closed out, a net change of -3 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $9.72M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q1 2023 was Stratos Wealth Advisors, an estimated $7.35M sold.
Based on aggregated 13F filings for Q1 2023.