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State Street SPDR S&P 1500 Value Tilt ETF
VLU

4 hedge funds and large institutions have $8.38M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2014 Q3 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4 → 4 (0)

0% less ownership

Funds ownership: 100.98% → 100.97% (-0%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

1% less capital invested

Capital invested by funds: $8.48M → $8.38M (-$101K)

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.93K

Top Sellers

Rank Fund Capital Flow
1
U
UBS
Switzerland
-$6.35K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
1
Barclays
United Kingdom
$8.3M – – –
U
2
UBS
Switzerland
$50K -$6.35K -75 -11%
Morgan Stanley
3
Morgan Stanley
New York
$23K +$5.93K +70 +34%
WEC
4
Winslow Evans & Crocker
Massachusetts
$8.35K – – –

VLU Hedge Fund Activity: Q3 2014 in Review

4 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q3 2014, worth a combined $8.38M — down 1.2% from $8.48M a quarter earlier.

Fund positioning in VLU was balanced in Q3 2014: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.93K. The largest seller was UBS, cutting an estimated $6.35K.

  • 4 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $8.38M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q3 2014, down 1.2% quarter-over-quarter.
  • 0 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q3 2014 and 0 closed out.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q3 2014 was Morgan Stanley, an estimated $5.93K added.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q3 2014 was UBS, an estimated $6.35K sold.

Based on aggregated 13F filings for Q3 2014.