State Street SPDR S&P 1500 Value Tilt ETF
VLU
4 hedge funds and large institutions have $8.03M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
1% more capital invested
Capital invested by funds: $7.94M → $8.03M (+$86K)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.18% less ownership
Funds ownership: 100.51% → 100.33% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$2.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WFG Advisors
Dallas,
Texas
|
-$16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Barclays
London,
United Kingdom
| $8M | – | – | – |
|
2
Morgan Stanley
New York
| $16K | – | – | – |
|
|
WEC
3
Winslow Evans & Crocker
Boston,
Massachusetts
| $8.05K | – | – | – |
|
|
U
4
UBS
Zurich,
Switzerland
| $2K | +$2.2K | +28 | New |
|
|
WA
5
WFG Advisors
Dallas,
Texas
| – | -$16K | -205 | Closed |
|
VLU Hedge Fund Activity: Q1 2014 in Review
4 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q1 2014, worth a combined $8.03M — up 1.1% from $7.94M a quarter earlier.
Fund positioning in VLU was balanced in Q1 2014: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.
The largest buyer was UBS, opening a new position worth an estimated $2.2K. The largest seller was WFG Advisors, exiting entirely with an estimated $16K sold.
- 4 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $8.03M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q1 2014, up 1.1% quarter-over-quarter.
- 1 fund opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q1 2014 and 1 closed out, a net change of 0 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q1 2014 was UBS, an estimated $2.2K added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q1 2014 was WFG Advisors, an estimated $16K sold.
Based on aggregated 13F filings for Q1 2014.