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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.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

14% less funds holding

Funds holding: 7 → 6 (-1)

14.58% less ownership

Funds ownership: 30.19% → 15.62% (-15%)

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

Holders
6
Holders Change
-1
Holders Change %
-14.29%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$123K
2
Bank of America
Bank of America
North Carolina
+$10.9K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.08K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.41M
2
AG
Advisor Group
Arizona
-$50K

VLU Hedge Fund Activity: Q1 2017 in Review

6 of the 4,034 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.