State Street SPDR S&P 1500 Value Tilt ETF
VLU
39 hedge funds and large institutions have $133M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 6 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3% less funds holding
Funds holding: 40 → 39 (-1)
3.33% less ownership
Funds ownership: 66.42% → 63.1% (-3.3%)
6% less capital invested
Capital invested by funds: $141M → $133M (-$7.82M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.34M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.68M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.67M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.65M |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.02M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.98M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.92M |
| 4 |
SCM
Southport Capital Management
Chattanooga,
Tennessee
|
-$1.33M |
| 5 |
Goldman Sachs
New York
|
-$1.03M |
VLU Hedge Fund Activity: Q3 2021 in Review
39 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q3 2021, worth a combined $133M — down 5.5% from $141M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VLU positions and 6 closed out — a net gain of 1 holder — while 21 added to existing stakes and 6 trimmed.
The largest buyer was Ameriprise, adding an estimated $7.34M. The largest seller was Morgan Stanley, cutting an estimated $2.02M.
- 39 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q3 2021, down from 40 in Q2 2021.
- Funds reported $133M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q3 2021, down 5.5% quarter-over-quarter.
- 7 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q3 2021 and 6 closed out, a net change of +1 holder.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q3 2021 was Ameriprise, an estimated $7.34M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q3 2021 was Morgan Stanley, an estimated $2.02M sold.
Based on aggregated 13F filings for Q3 2021.