State Street SPDR S&P 1500 Value Tilt ETF
VLU
4 hedge funds and large institutions have $7.94M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more funds holding
Funds holding: 3 → 4 (+1)
3% more capital invested
Capital invested by funds: $7.73M → $7.94M (+$208K)
5.38% less ownership
Funds ownership: 105.89% → 100.51% (-5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$417K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Barclays
London,
United Kingdom
| $7.9M | – | – | – |
|
|
WA
2
WFG Advisors
Dallas,
Texas
| $16K | – | – | – |
|
|
3
Morgan Stanley
New York
| $16K | +$15.9K | +204 | New |
|
|
WEC
4
Winslow Evans & Crocker
Boston,
Massachusetts
| $8K | +$7.78K | +100 | New |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$417K | -5,687 | Closed |
|
VLU Hedge Fund Activity: Q4 2013 in Review
4 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q4 2013, worth a combined $7.94M — up 2.7% from $7.73M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new VLU positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $15.9K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $417K sold.
- 4 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q4 2013, up from 3 in Q3 2013.
- Funds reported $7.94M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q4 2013, up 2.7% quarter-over-quarter.
- 2 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q4 2013 and 1 closed out, a net change of +1 holder.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q4 2013 was Morgan Stanley, an estimated $15.9K added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q4 2013 was Susquehanna International Group, an estimated $417K sold.
Based on aggregated 13F filings for Q4 2013.