State Street SPDR S&P 1500 Value Tilt ETF
VLU
20 hedge funds and large institutions have $18M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
91% more capital invested
Capital invested by funds: $9.46M → $18M (+$8.57M)
25% more funds holding
Funds holding: 16 → 20 (+4)
10.72% more ownership
Funds ownership: 44.32% → 55.05% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$4.68M |
| 2 |
NFG
Next Financial Group
Houston,
Texas
|
+$906K |
| 3 |
LPL Financial
San Diego,
California
|
+$620K |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$274K |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$124K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$823K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$152K |
| 3 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$112 |
VLU Hedge Fund Activity: Q4 2020 in Review
20 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q4 2020, worth a combined $18M — up 91% from $9.46M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VLU positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was Systelligence LLC, opening a new position worth an estimated $4.68M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $823K sold.
- 20 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q4 2020, up from 16 in Q3 2020.
- Funds reported $18M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q4 2020, up 91% quarter-over-quarter.
- 5 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q4 2020 and 1 closed out, a net change of +4 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q4 2020 was Systelligence LLC, an estimated $4.68M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q4 2020 was Susquehanna International Group, an estimated $823K sold.
Based on aggregated 13F filings for Q4 2020.