State Street SPDR S&P 1500 Value Tilt ETF
VLU
16 hedge funds and large institutions have $9.46M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2020 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
15% more capital invested
Capital invested by funds: $8.2M → $9.46M (+$1.27M)
4.37% more ownership
Funds ownership: 39.96% → 44.32% (+4.4%)
6% less funds holding
Funds holding: 17 → 16 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$550K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$159K |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$133K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$133K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$37.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$78.3K |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$13.4K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$13K |
| 4 |
Morgan Stanley
New York
|
-$5.23K |
VLU Hedge Fund Activity: Q3 2020 in Review
16 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q3 2020, worth a combined $9.46M — up 15% from $8.2M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of VLU and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 7 added.
The largest buyer was LPL Financial, adding an estimated $550K. The largest seller was Bank of America, cutting an estimated $78.3K.
- 16 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q3 2020, down from 17 in Q2 2020.
- Funds reported $9.46M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q3 2020, up 15% quarter-over-quarter.
- 0 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q3 2020 and 1 closed out, a net change of -1 holder.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q3 2020 was LPL Financial, an estimated $550K added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q3 2020 was Bank of America, an estimated $78.3K sold.
Based on aggregated 13F filings for Q3 2020.