State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
30 hedge funds and large institutions have $25.5M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
21% more capital invested
Capital invested by funds: $21M → $25.5M (+$4.46M)
7% more funds holding
Funds holding: 28 → 30 (+2)
1.25% more ownership
Funds ownership: 23.26% → 24.51% (+1.3%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.1M |
| 2 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$1.27M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$929K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$315K |
| 5 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$622K |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$417K |
| 3 |
Morgan Stanley
New York
|
-$301K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$287K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$153K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
26
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $34K | +$91 | +1 | +0.3% |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $18K | – | – | – |
|
|
MOS
28
MGO One Seven
Beachwood,
Ohio
| $17K | – | – | – |
|
|
LFG
29
LifePlan Financial Group
Dayton,
Ohio
| $15K | +$15.3K | +168 | New |
|
30
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $9K | – | – | – |
|
|
BAM
31
Belpointe Asset Management
Reno,
Nevada
| – | -$417K | -4,600 | Closed |
|
|
FAAS
32
First Allied Advisory Services
San Diego,
California
| – | -$153K | -1,706 | Closed |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| – | -$41K | -458 | Closed |
|
LGLV Hedge Fund Activity: Q1 2018 in Review
30 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2018, worth a combined $25.5M — up 21% from $21M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LGLV positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.1M. The largest seller was Darwin Wealth Management, exiting entirely with an estimated $622K sold.
- 30 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2018, up from 28 in Q4 2017.
- Funds reported $25.5M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2018, up 21% quarter-over-quarter.
- 6 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2018 and 4 closed out, a net change of +2 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2018 was Jane Street, an estimated $2.1M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2018 was Darwin Wealth Management, an estimated $622K sold.
Based on aggregated 13F filings for Q1 2018.