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State Street SPDR US Large Cap Low Volatility Index ETF

28 hedge funds and large institutions have $21M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

22% more funds holding

Funds holding: 2328 (+5)

1% less capital invested

Capital invested by funds: $21.3M → $21M (-$242K)

2% less ownership

Funds ownership: 25.26%23.26% (-2%)

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
26
MGO One Seven
Ohio
$17K +$17.1K +188 New
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$9K
Jane Street
28
Jane Street
New York
-$1.31M -14,815 Closed
Goldman Sachs
29
Goldman Sachs
New York
-$649K -7,316 Closed

LGLV Hedge Fund Activity: Q4 2017 in Review

28 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q4 2017, worth a combined $21M — down 1.1% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LGLV positions and 2 closed out — a net gain of 5 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Darwin Wealth Management, opening a new position worth an estimated $621K. The largest seller was Jane Street, exiting entirely with an estimated $1.31M sold.

  • 28 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q4 2017, up from 23 in Q3 2017.
  • Funds reported $21M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q4 2017, down 1.1% quarter-over-quarter.
  • 7 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q4 2017 and 2 closed out, a net change of +5 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q4 2017 was Darwin Wealth Management, an estimated $621K added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q4 2017 was Jane Street, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2017.