State Street SPDR S&P 1500 Value Tilt ETF
VLU
64 hedge funds and large institutions have $221M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
39% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 18
16% more capital invested
Capital invested by funds: $190M → $221M (+$30.5M)
8% more funds holding
Funds holding: 59 → 64 (+5)
1.58% less ownership
Funds ownership: 65.23% → 63.65% (-1.6%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$10.3M |
| 2 |
VF
Virtu Financial
New York
|
+$2.86M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.67M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$1.54M |
| 5 |
RWIA
Roger Wittlin Investment Advisory
San Francisco,
California
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.94M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.4M |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$341K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$291K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$243K |
VLU Hedge Fund Activity: Q1 2024 in Review
64 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q1 2024, worth a combined $221M — up 16% from $190M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new VLU positions and 8 closed out — a net gain of 6 holders — while 25 added to existing stakes and 18 trimmed.
The largest buyer was MAI Capital Management, opening a new position worth an estimated $10.3M. The largest seller was LPL Financial, cutting an estimated $1.94M.
- 64 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q1 2024, up from 59 in Q4 2023.
- Funds reported $221M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q1 2024, up 16% quarter-over-quarter.
- 14 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q1 2024 and 8 closed out, a net change of +6 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q1 2024 was MAI Capital Management, an estimated $10.3M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q1 2024 was LPL Financial, an estimated $1.94M sold.
Based on aggregated 13F filings for Q1 2024.