State Street SPDR S&P 1500 Value Tilt ETF
VLU
79 hedge funds and large institutions have $252M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
48% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 21
11% more funds holding
Funds holding: 71 → 79 (+8)
2.91% more ownership
Funds ownership: 63.6% → 66.51% (+2.9%)
2% more capital invested
Capital invested by funds: $248M → $252M (+$4.64M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$6.35M |
| 2 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$2.43M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.32M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.75M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$27.7M |
| 2 |
VF
Virtu Financial
New York
|
-$1.29M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$867K |
| 4 |
LPL Financial
San Diego,
California
|
-$483K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$314K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWP
76
Elevation Wealth Partners
Santa Rosa,
California
| $13.8K | – | – | – |
|
|
AF
77
Advisornet Financial
Minnetonka,
Minnesota
| $13.8K | +$941 | +5 | +7% |
|
|
NFSG
78
Newbridge Financial Services Group
Boca Raton,
Florida
| $3.87K | – | – | – |
|
|
79
UBS Group
Zurich,
Switzerland
| $2.02K | -$867K | -4,606 | -100% |
|
80
Wells Fargo
San Francisco,
California
| $50 | – | – | – |
|
|
S
81
SignatureFD
Atlanta,
Georgia
| $8 | – | – | – |
|
|
VF
82
Virtu Financial
New York
| – | -$1.29M | -7,022 | Closed |
|
|
GVAG
83
Great Valley Advisor Group
Wilmington,
Delaware
| – | -$217K | -1,174 | Closed |
|
|
NS
84
NBC Securities
Birmingham,
Alabama
| – | -$108K | -588 | Closed |
|
|
GM
85
GeoWealth Management
Chicago,
Illinois
| – | -$3.69K | -20 | Closed |
|
VLU Hedge Fund Activity: Q4 2024 in Review
79 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q4 2024, worth a combined $252M — up 1.9% from $248M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new VLU positions and 4 closed out — a net gain of 10 holders — while 31 added to existing stakes and 21 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $6.35M. The largest seller was Ameriprise, cutting an estimated $27.7M.
- 79 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q4 2024, up from 71 in Q3 2024.
- Funds reported $252M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q4 2024, up 1.9% quarter-over-quarter.
- 14 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q4 2024 and 4 closed out, a net change of +10 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q4 2024 was Cambridge Investment Research Advisors, an estimated $6.35M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q4 2024 was Ameriprise, an estimated $27.7M sold.
Based on aggregated 13F filings for Q4 2024.