State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
27 hedge funds and large institutions have $26.9M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 4 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
5% more capital invested
Capital invested by funds: $25.5M → $26.9M (+$1.39M)
0.56% less ownership
Funds ownership: 24.51% → 23.95% (-0.56%)
10% less funds holding
Funds holding: 30 → 27 (-3)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$970K |
| 2 |
Jane Street
New York
|
+$491K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$204K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$185K |
| 5 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$148K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$919K |
| 2 |
Morgan Stanley
New York
|
-$309K |
| 3 |
LPL Financial
San Diego,
California
|
-$122K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$90K |
| 5 |
SPI
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
-$85.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
26
LifePlan Financial Group
Dayton,
Ohio
| $15K | – | – | – |
|
27
Citigroup
New York
| $10K | -$25.2K | -280 | -71% |
|
|
RJA
28
Raymond James & Associates
St Petersburg,
Florida
| – | -$919K | -10,208 | Closed |
|
|
PFGIA
29
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$34K | -387 | Closed |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| – | -$18K | -202 | Closed |
|
31
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$9K | -100 | Closed |
|
LGLV Hedge Fund Activity: Q2 2018 in Review
27 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2018, worth a combined $26.9M — up 5.5% from $25.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of LGLV and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 11 added.
The largest buyer was Susquehanna International Group, adding an estimated $970K. The largest seller was Raymond James & Associates, exiting entirely with an estimated $919K sold.
- 27 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2018, down from 30 in Q1 2018.
- Funds reported $26.9M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2018, up 5.5% quarter-over-quarter.
- 2 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 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 Q2 2018 was Susquehanna International Group, an estimated $970K added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2018 was Raymond James & Associates, an estimated $919K sold.
Based on aggregated 13F filings for Q2 2018.