State Street SPDR S&P 1500 Value Tilt ETF
VLU
6 hedge funds and large institutions have $1.42M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2017 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
14% less funds holding
Funds holding: 7 → 6 (-1)
44.77% less ownership
Funds ownership: 60.39% → 15.62% (-45%)
47% less capital invested
Capital invested by funds: $2.66M → $1.42M (-$1.24M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$123K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.9K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.41M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$50K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $1.18M | -$1.41M | -15,582 | -55% |
|
|
2
Morgan Stanley
New York
| $128K | +$123K | +1,355 | +2,710% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $92K | +$9.08K | +100 | +11% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $15K | +$10.9K | +120 | +240% |
|
|
WEC
5
Winslow Evans & Crocker
Boston,
Massachusetts
| $9.09K | – | – | – |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| – | -$50K | -570 | Closed |
|
VLU Hedge Fund Activity: Q1 2017 in Review
6 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q1 2017, worth a combined $1.42M — down 47% from $2.66M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of VLU and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.
The largest buyer was Morgan Stanley, adding an estimated $123K. The largest seller was Citadel Advisors, cutting an estimated $1.41M.
- 6 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q1 2017, down from 7 in Q4 2016.
- Funds reported $1.42M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q1 2017, down 47% quarter-over-quarter.
- 0 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q1 2017 and 1 closed out, a net change of -1 holder.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q1 2017 was Morgan Stanley, an estimated $123K added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q1 2017 was Citadel Advisors, an estimated $1.41M sold.
Based on aggregated 13F filings for Q1 2017.