State Street SPDR S&P 1500 Value Tilt ETF
VLU
7 hedge funds and large institutions have $1.32M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.
2.03% less ownership
Funds ownership: 15.74% → 13.72% (-2%)
10% less capital invested
Capital invested by funds: $1.46M → $1.32M (-$144K)
22% less funds holding
Funds holding: 9 → 7 (-2)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$353K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$85.2K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.78K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$226K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$113K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Goldman Sachs
New York
| $689K | – | – | – |
|
|
2
LPL Financial
San Diego,
California
| $361K | +$353K | +3,765 | New |
|
3
Morgan Stanley
New York
| $135K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $95K | +$85.2K | +909 | +1,057% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $26K | +$7.78K | +83 | +45% |
|
|
WEC
6
Winslow Evans & Crocker
Boston,
Massachusetts
| $9.59K | – | – | – |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$226K | -2,439 | Closed |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$113K | -1,217 | Closed |
|
VLU Hedge Fund Activity: Q3 2017 in Review
7 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q3 2017, worth a combined $1.32M — down 9.8% from $1.46M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of VLU and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was LPL Financial, opening a new position worth an estimated $353K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $226K sold.
- 7 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q3 2017, down from 9 in Q2 2017.
- Funds reported $1.32M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q3 2017, down 9.8% quarter-over-quarter.
- 1 fund opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q3 2017 and 2 closed out, a net change of -1 holder.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q3 2017 was LPL Financial, an estimated $353K added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q3 2017 was Susquehanna International Group, an estimated $226K sold.
Based on aggregated 13F filings for Q3 2017.