State Street SPDR S&P 1500 Value Tilt ETF
VLU
71 hedge funds and large institutions have $248M invested in State Street 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.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
11% more funds holding
Funds holding: 64 → 71 (+7)
10% more capital invested
Capital invested by funds: $226M → $248M (+$21.6M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.45% less ownership
Funds ownership: 64.04% → 63.6% (-0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.08M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.21M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.69M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.21M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$14.3M |
| 2 |
VF
Virtu Financial
New York
|
-$3.44M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$1.05M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$479K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$425K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCG
76
Prosperity Consulting Group
Owings Mills,
Maryland
| – | -$217K | -1,259 | Closed |
|
77
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$88K | -509 | Closed |
|
|
LIA
78
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| – | -$23.3K | -135 | Closed |
|
VLU Hedge Fund Activity: Q3 2024 in Review
71 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q3 2024, worth a combined $248M — up 9.6% from $226M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new VLU positions and 6 closed out — a net gain of 8 holders — while 25 added to existing stakes and 21 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $8.08M. The largest seller was LPL Financial, cutting an estimated $14.3M.
- 71 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q3 2024, up from 64 in Q2 2024.
- Funds reported $248M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q3 2024, up 9.6% quarter-over-quarter.
- 14 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q3 2024 and 6 closed out, a net change of +8 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $8.08M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q3 2024 was LPL Financial, an estimated $14.3M sold.
Based on aggregated 13F filings for Q3 2024.