State Street SPDR S&P 1500 Value Tilt ETF
VLU
83 hedge funds and large institutions have $288M invested in State Street SPDR S&P 1500 Value Tilt ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 7 closing their positions.
480% more capital inflows, than outflows
Capital inflows: $45.8M | Capital outflows: $7.89M
186% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 14
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5% more funds holding
Funds holding: 79 → 83 (+4)
1.72% more ownership
Funds ownership: 66.51% → 68.23% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$8.72M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.19M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.16M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.02M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.83M |
| 2 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.19M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.07M |
| 4 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$896K |
| 5 |
World Investment Advisors
Santa Barbara,
California
|
-$476K |
VLU Hedge Fund Activity: Q1 2025 in Review
83 of the 7,486 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) for Q1 2025, worth a combined $288M — up 14% from $252M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new VLU positions and 7 closed out — a net gain of 5 holders — while 40 added to existing stakes and 14 trimmed.
The largest buyer was Stratos Wealth Advisors, adding an estimated $8.72M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $2.83M sold.
- 83 institutional investors held State Street SPDR S&P 1500 Value Tilt ETF (VLU) as of Q1 2025, up from 79 in Q4 2024.
- Funds reported $288M of State Street SPDR S&P 1500 Value Tilt ETF stock for Q1 2025, up 14% quarter-over-quarter.
- 12 funds opened new State Street SPDR S&P 1500 Value Tilt ETF positions in Q1 2025 and 7 closed out, a net change of +5 holders.
- The largest State Street SPDR S&P 1500 Value Tilt ETF buyer in Q1 2025 was Stratos Wealth Advisors, an estimated $8.72M added.
- The largest State Street SPDR S&P 1500 Value Tilt ETF seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $2.83M sold.
Based on aggregated 13F filings for Q1 2025.