State Street SPDR S&P 1500 Value Tilt ETF
VLU
20 hedge funds and large institutions have $12.3M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
59% more capital invested
Capital invested by funds: $7.69M → $12.3M (+$4.57M)
25% more funds holding
Funds holding: 16 → 20 (+4)
24.79% more ownership
Funds ownership: 28.63% → 53.42% (+25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
TMD & Associates
Scottsdale,
Arizona
|
+$3.23M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.19M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$488K |
| 4 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$340K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$283K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$855K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$455K |
| 3 |
Jane Street
New York
|
-$211K |
| 4 |
LPL Financial
San Diego,
California
|
-$50.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$20.9K |
VLU Hedge Fund Activity: Q4 2018 in Review
20 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q4 2018, worth a combined $12.3M — up 59% from $7.69M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VLU positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was TMD & Associates, opening a new position worth an estimated $3.23M. The largest seller was Virtu Financial, exiting entirely with an estimated $855K sold.
- 20 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q4 2018, up from 16 in Q3 2018.
- Funds reported $12.3M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q4 2018, up 59% quarter-over-quarter.
- 7 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q4 2018 and 3 closed out, a net change of +4 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q4 2018 was TMD & Associates, an estimated $3.23M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q4 2018 was Virtu Financial, an estimated $855K sold.
Based on aggregated 13F filings for Q4 2018.