State Street SPDR S&P 1500 Value Tilt ETF
VLU
59 hedge funds and large institutions have $196M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 11 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
32% more capital invested
Capital invested by funds: $149M → $196M (+$47.1M)
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
9% more funds holding
Funds holding: 54 → 59 (+5)
4.37% more ownership
Funds ownership: 62.92% → 67.29% (+4.4%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$21M |
| 2 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
+$10.8M |
| 3 |
Morgan Stanley
New York
|
+$4.13M |
| 4 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
+$3.59M |
| 5 |
JP Morgan Chase
New York
|
+$3.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.54M |
| 2 |
EW
Evoke Wealth
Los Angeles,
California
|
-$4.86M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$4.69M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.67M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.54M |
VLU Hedge Fund Activity: Q4 2023 in Review
59 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q4 2023, worth a combined $196M — up 32% from $149M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new VLU positions and 11 closed out — a net gain of 5 holders — while 22 added to existing stakes and 17 trimmed.
The largest buyer was LPL Financial, adding an estimated $21M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $6.54M.
- 59 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q4 2023, up from 54 in Q3 2023.
- Funds reported $196M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q4 2023, up 32% quarter-over-quarter.
- 16 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q4 2023 and 11 closed out, a net change of +5 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q4 2023 was LPL Financial, an estimated $21M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $6.54M sold.
Based on aggregated 13F filings for Q4 2023.