State Street SPDR S&P 1500 Value Tilt ETF
VLU
15 hedge funds and large institutions have $4.71M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.
0.58% more ownership
Funds ownership: 33.07% → 33.65% (+0.58%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
12% less funds holding
Funds holding: 17 → 15 (-2)
37% less capital invested
Capital invested by funds: $7.49M → $4.71M (-$2.77M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$160K |
| 3 |
LPL Financial
San Diego,
California
|
+$14.3K |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$12K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$103 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$1.24M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.24M |
| 3 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$276K |
| 4 |
Jane Street
New York
|
-$268K |
| 5 |
Morgan Stanley
New York
|
-$139K |
VLU Hedge Fund Activity: Q1 2020 in Review
15 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q1 2020, worth a combined $4.71M — down 37% from $7.49M a quarter earlier.
Fund positioning in VLU was balanced in Q1 2020: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $2M. The largest seller was US Bancorp, cutting an estimated $1.24M.
- 15 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q1 2020, down from 17 in Q4 2019.
- Funds reported $4.71M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q1 2020, down 37% quarter-over-quarter.
- 3 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q1 2020 and 3 closed out, a net change of 0 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q1 2020 was Citadel Advisors, an estimated $2M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q1 2020 was US Bancorp, an estimated $1.24M sold.
Based on aggregated 13F filings for Q1 2020.