State Street SPDR S&P 1500 Value Tilt ETF
VLU
5 hedge funds and large institutions have $8.53M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.
25% more funds holding
Funds holding: 4 → 5 (+1)
2% more capital invested
Capital invested by funds: $8.38M → $8.53M (+$144K)
0.68% less ownership
Funds ownership: 100.97% → 100.3% (-0.68%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$7.63K |
| 2 |
Parallax Volatility Advisers
San Francisco,
California
|
+$85 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Barclays
London,
United Kingdom
| $8.5M | – | – | – |
|
|
2
Morgan Stanley
New York
| $9K | -$14.4K | -170 | -62% |
|
|
WEC
3
Winslow Evans & Crocker
Boston,
Massachusetts
| $8.54K | – | – | – |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $8K | +$7.63K | +90 | New |
|
|
5
Parallax Volatility Advisers
San Francisco,
California
| – | +$85 | +1 | New |
|
VLU Hedge Fund Activity: Q4 2014 in Review
5 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q4 2014, worth a combined $8.53M — up 1.7% from $8.38M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new VLU positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $7.63K. The largest seller was Morgan Stanley, cutting an estimated $14.4K.
- 5 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q4 2014, up from 4 in Q3 2014.
- Funds reported $8.53M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q4 2014, up 1.7% quarter-over-quarter.
- 2 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q4 2014 and 0 closed out, a net change of +2 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q4 2014 was Tower Research Capital (TRC), an estimated $7.63K added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q4 2014 was Morgan Stanley, an estimated $14.4K sold.
Based on aggregated 13F filings for Q4 2014.