VLU icon

SPDR S&P 1500 Value Tilt ETF
VLU

Overview Fund Activity

70 hedge funds and large institutions have $247M invested in SPDR S&P 1500 Value Tilt ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
25
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.63M
2
RJA
2
Raymond James & Associates
Florida
$9.86M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.3M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.76M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$65M
2
VF
2
Virtu Financial
New York
$1.3M
3
Mariner
3
Mariner
Kansas
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$453K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$65M -$14.8M -80,200 -19%
Ameriprise
2
Ameriprise
Minnesota
$43.7M +$17K +92 +0%
MCM
3
MAI Capital Management
Ohio
$11.8M -$48.3K -262 -0.4%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.2M +$2.8M +15,156 +38%
RJA
5
Raymond James & Associates
Florida
$9.86M +$7.48M +40,559 +315%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$9.77M +$1.09M +5,884 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.63M +$8.39M +45,473 +674%
RWIA
8
Roger Wittlin Investment Advisory
California
$7.47M -$326K -1,769 -4%
Morgan Stanley
9
Morgan Stanley
New York
$6.75M +$112K +605 +2%
Bank of America
10
Bank of America
North Carolina
$6.6M -$66.4K -360 -1%
ACM
11
Absolute Capital Management
Pennsylvania
$5.81M +$1.29M +7,000 +29%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.28M -$201K -1,089 -4%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$5.26M +$259K +1,402 +5%
SWP
14
ShoreHaven Wealth Partners
New Jersey
$5.19M +$17.9K +97 +0.3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$4.78M +$824K +4,470 +21%
JWCA
16
J.W. Cole Advisors
Florida
$3.22M +$212K +1,151 +7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.72M +$237K +1,284 +10%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$2.69M -$73.8K -400 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.3M +$2.3M +12,459 +49,836%
TFS
20
Thoroughbred Financial Services
Tennessee
$2.01M -$13.8K -75 -0.7%
WIA
21
World Investment Advisors
California
$1.97M +$533K +2,892 +37%
MCC
22
Money Concepts Capital
Florida
$1.88M -$8.48K -46 -0.4%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.76M +$1.76M +9,525 New
MFG
24
Merit Financial Group
Georgia
$1.49M -$105K -567 -7%
VF
25
Virtu Financial
New York
$1.3M -$3.57M -19,331 -73%
1
2 3 4