State Street SPDR S&P 1500 Value Tilt ETF
VLU
17 hedge funds and large institutions have $8.2M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
108% more capital inflows, than outflows
Capital inflows: $5.3M | Capital outflows: $2.55M
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
13% more funds holding
Funds holding: 15 → 17 (+2)
6.31% more ownership
Funds ownership: 33.65% → 39.96% (+6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Level Four Advisory Services
Dallas,
Texas
|
+$3.42M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$637K |
| 3 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$601K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$308K |
| 5 |
Stephens Inc
Little Rock,
Arkansas
|
+$232K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$707K |
| 3 |
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$208K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$36.6K |
VLU Hedge Fund Activity: Q2 2020 in Review
17 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q2 2020, worth a combined $8.2M — up 74% from $4.71M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new VLU positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Level Four Advisory Services, opening a new position worth an estimated $3.42M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.6M sold.
- 17 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q2 2020, up from 15 in Q1 2020.
- Funds reported $8.2M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q2 2020, up 74% quarter-over-quarter.
- 4 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q2 2020 and 2 closed out, a net change of +2 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q2 2020 was Level Four Advisory Services, an estimated $3.42M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q2 2020 was Citadel Advisors, an estimated $1.6M sold.
Based on aggregated 13F filings for Q2 2020.