State Street SPDR S&P 1500 Value Tilt ETF
VLU
64 hedge funds and large institutions have $226M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 5 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 21
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2% more capital invested
Capital invested by funds: $221M → $226M (+$5.14M)
0.39% more ownership
Funds ownership: 63.65% → 64.04% (+0.39%)
0% more funds holding
Funds holding: 64 → 64 (0)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$11.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.69M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.29M |
| 4 |
VF
Virtu Financial
New York
|
+$1.55M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$839K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$8.53M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.79M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.22M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.02M |
| 5 |
JP Morgan Chase
New York
|
-$433K |
VLU Hedge Fund Activity: Q2 2024 in Review
64 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q2 2024, worth a combined $226M — up 2.3% from $221M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new VLU positions and 5 closed out — a net gain of 1 holder — while 29 added to existing stakes and 21 trimmed.
The largest buyer was LPL Financial, adding an estimated $11.6M. The largest seller was ICA Group Wealth Management, cutting an estimated $8.53M.
- 64 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $226M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q2 2024, up 2.3% quarter-over-quarter.
- 6 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q2 2024 and 5 closed out, a net change of +1 holder.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q2 2024 was LPL Financial, an estimated $11.6M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q2 2024 was ICA Group Wealth Management, an estimated $8.53M sold.
Based on aggregated 13F filings for Q2 2024.