State Street SPDR S&P 1500 Value Tilt ETF
VLU
22 hedge funds and large institutions have $75.1M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.
317% more capital invested
Capital invested by funds: $18M → $75.1M (+$57.1M)
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
10% more funds holding
Funds holding: 20 → 22 (+2)
33.45% less ownership
Funds ownership: 70.77% → 37.33% (-33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$36.5M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$8.23M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.13M |
| 4 |
Morgan Stanley
New York
|
+$3.87M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$4.33M |
| 2 |
NFG
Next Financial Group
Houston,
Texas
|
-$979K |
| 3 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$675K |
| 4 |
JFS
JD Financial Services
Carlisle,
Pennsylvania
|
-$356K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$193K |
VLU Hedge Fund Activity: Q1 2021 in Review
22 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q1 2021, worth a combined $75.1M — up 317% from $18M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VLU positions and 4 closed out — a net gain of 3 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Bank of America, adding an estimated $36.5M. The largest seller was Level Four Advisory Services, cutting an estimated $4.33M.
- 22 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q1 2021, up from 20 in Q4 2020.
- Funds reported $75.1M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q1 2021, up 317% quarter-over-quarter.
- 7 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q1 2021 and 4 closed out, a net change of +3 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q1 2021 was Bank of America, an estimated $36.5M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q1 2021 was Level Four Advisory Services, an estimated $4.33M sold.
Based on aggregated 13F filings for Q1 2021.