State Street SPDR S&P 1500 Value Tilt ETF
VLU
53 hedge funds and large institutions have $146M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
2% more funds holding
Funds holding: 52 → 53 (+1)
1% less capital invested
Capital invested by funds: $146M → $146M (-$954K)
10% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 21
4.63% less ownership
Funds ownership: 69.82% → 65.2% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Prostatis Group
Hanover,
Maryland
|
+$5.35M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.15M |
| 3 |
Goldman Sachs
New York
|
+$858K |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$779K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$421K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$9.64M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$6.01M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.63M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.44M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$947K |
VLU Hedge Fund Activity: Q2 2023 in Review
53 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q2 2023, worth a combined $146M — down 0.65% from $146M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new VLU positions and 9 closed out — a net gain of 1 holder — while 19 added to existing stakes and 21 trimmed.
The largest buyer was Prostatis Group, opening a new position worth an estimated $5.35M. The largest seller was Money Concepts Capital, cutting an estimated $9.64M.
- 53 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q2 2023, up from 52 in Q1 2023.
- Funds reported $146M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q2 2023, down 0.65% quarter-over-quarter.
- 10 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q2 2023 and 9 closed out, a net change of +1 holder.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q2 2023 was Prostatis Group, an estimated $5.35M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q2 2023 was Money Concepts Capital, an estimated $9.64M sold.
Based on aggregated 13F filings for Q2 2023.