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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 %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
– -$88K -509 Closed
LIA
77
Lynx Investment Advisory
District of Columbia
– -$23.3K -135 Closed
EWM
78
EPG Wealth Management
Georgia
– -$3.1K – –
1 2 3
4