State Street SPDR S&P 1500 Value Tilt ETF
VLU
46 hedge funds and large institutions have $141M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
18% more funds holding
Funds holding: 39 → 46 (+7)
6% more capital invested
Capital invested by funds: $133M → $141M (+$7.58M)
3.59% less ownership
Funds ownership: 63.1% → 59.51% (-3.6%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.93M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.51M |
| 3 |
SCM
Southport Capital Management
Chattanooga,
Tennessee
|
+$1.1M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$809K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$545K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Prostatis Group
Hanover,
Maryland
|
-$4.31M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$2.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.01M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.48M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.29M |
VLU Hedge Fund Activity: Q4 2021 in Review
46 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q4 2021, worth a combined $141M — up 5.7% from $133M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new VLU positions and 3 closed out — a net gain of 7 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was Ameriprise, adding an estimated $2.93M. The largest seller was Prostatis Group, cutting an estimated $4.31M.
- 46 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q4 2021, up from 39 in Q3 2021.
- Funds reported $141M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q4 2021, up 5.7% quarter-over-quarter.
- 10 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q4 2021 and 3 closed out, a net change of +7 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q4 2021 was Ameriprise, an estimated $2.93M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q4 2021 was Prostatis Group, an estimated $4.31M sold.
Based on aggregated 13F filings for Q4 2021.