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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.

New
Increased
Maintained
Reduced
Closed

856% more capital inflows, than outflows

Capital inflows: $1.05M | Capital outflows: $110K

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

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

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
7
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$550K
2
UBS Group
UBS Group
Switzerland
+$159K
3
Level Four Advisory Services
Level Four Advisory Services
Texas
+$133K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$133K
5
Osaic Holdings
Osaic Holdings
Arizona
+$37.2K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$78.3K
2
Creative Financial Designs
Creative Financial Designs
Indiana
-$13.4K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$13K
4
Morgan Stanley
Morgan Stanley
New York
-$5.23K

VLU Hedge Fund Activity: Q3 2020 in Review

16 of the 4,972 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.