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State Street SPDR S&P 1500 Value Tilt ETF

19 hedge funds and large institutions have $8.21M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

5% less funds holding

Funds holding: 2019 (-1)

12.98% less ownership

Funds ownership: 53.42%40.44% (-13%)

33% less capital invested

Capital invested by funds: $12.3M → $8.21M (-$4.05M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change

VLU Hedge Fund Activity: Q1 2019 in Review

19 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q1 2019, worth a combined $8.21M — down 33% from $12.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of VLU and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 8 added.

The largest buyer was Bank of America, adding an estimated $421K. The largest seller was Citadel Advisors, cutting an estimated $3.27M.

  • 19 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q1 2019, down from 20 in Q4 2018.
  • Funds reported $8.21M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q1 2019, down 33% quarter-over-quarter.
  • 2 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q1 2019 and 3 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q1 2019 was Bank of America, an estimated $421K added.
  • The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q1 2019 was Citadel Advisors, an estimated $3.27M sold.

Based on aggregated 13F filings for Q1 2019.