State Street SPDR S&P 1500 Value Tilt ETF
VLU
17 hedge funds and large institutions have $7.49M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 4 closing their positions.
2% more capital invested
Capital invested by funds: $7.37M → $7.49M (+$111K)
5.93% less ownership
Funds ownership: 38.99% → 33.07% (-5.9%)
11% less funds holding
Funds holding: 19 → 17 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.19M |
| 2 |
Morgan Stanley
New York
|
+$4.79K |
| 3 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$1.85K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$608K |
| 2 |
Jane Street
New York
|
-$545K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$528K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$55.6K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$52K |
VLU Hedge Fund Activity: Q4 2019 in Review
17 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q4 2019, worth a combined $7.49M — up 1.5% from $7.37M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of VLU and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 2 added.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $1.19M. The largest seller was Citadel Advisors, exiting entirely with an estimated $608K sold.
- 17 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q4 2019, down from 19 in Q3 2019.
- Funds reported $7.49M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q4 2019, up 1.5% quarter-over-quarter.
- 2 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q4 2019 and 4 closed out, a net change of -2 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q4 2019 was Cambridge Investment Research Advisors, an estimated $1.19M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q4 2019 was Citadel Advisors, an estimated $608K sold.
Based on aggregated 13F filings for Q4 2019.