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State Street SPDR S&P 1500 Value Tilt ETF

7 hedge funds and large institutions have $10.5M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding

Funds holding: 57 (+2)

24% more capital invested

Capital invested by funds: $8.53M → $10.5M (+$2.01M)

16.65% less ownership

Funds ownership: 100.3%83.65% (-17%)

Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
1
Barclays
United Kingdom
$8.4M
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.09M +$2.08M +24,846 New
Morgan Stanley
3
Morgan Stanley
New York
$19K +$10.4K +124 +119%
UBS Group
4
UBS Group
Switzerland
$15K +$15.1K +180 New
TRCT
5
Tower Research Capital (TRC)
New York
$10K +$2.34K +28 +31%
WEC
6
Winslow Evans & Crocker
Massachusetts
$8.4K

VLU Hedge Fund Activity: Q1 2015 in Review

7 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q1 2015, worth a combined $10.5M — up 24% from $8.53M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new VLU positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.08M.

  • 7 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q1 2015, up from 5 in Q4 2014.
  • Funds reported $10.5M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q1 2015, up 24% quarter-over-quarter.
  • 2 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q1 2015 and 0 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q1 2015 was Susquehanna International Group, an estimated $2.08M added.

Based on aggregated 13F filings for Q1 2015.