State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
37 hedge funds and large institutions have $37.6M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
40% more capital invested
Capital invested by funds: $26.9M → $37.6M (+$10.7M)
37% more funds holding
Funds holding: 27 → 37 (+10)
7.02% more ownership
Funds ownership: 23.95% → 30.97% (+7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$3.45M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.94M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.69M |
| 4 |
RMA
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
+$1.57M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.87M |
| 2 |
Morgan Stanley
New York
|
-$671K |
| 3 |
SPI
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
-$261K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$134K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$47.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $85K | +$12.4K | +130 | +17% |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $79K | -$36.3K | -381 | -32% |
|
|
PFGIA
28
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $33K | +$32.1K | +337 | New |
|
|
WAP
29
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $27K | – | – | – |
|
|
FHB
30
First Hawaiian Bank
Honolulu,
Hawaii
| $25K | +$24.3K | +255 | New |
|
|
FHA
31
Flagship Harbor Advisors
Boston,
Massachusetts
| $19K | – | – | – |
|
|
LFG
32
LifePlan Financial Group
Dayton,
Ohio
| $16K | – | – | – |
|
33
Fidelity Investments
Boston,
Massachusetts
| $12K | +$12K | +126 | New |
|
34
SEI Investments
Oaks,
Pennsylvania
| $12K | +$12K | +126 | New |
|
|
ADL
35
Asset Dedication LLC
San Francisco,
California
| $3K | +$2.95K | +31 | New |
|
|
GWM
36
Geneos Wealth Management
Englewood,
Colorado
| $3K | +$3.43K | +36 | New |
|
|
SPI
37
Santori & Peters Inc
Canonsburg,
Pennsylvania
| – | -$261K | -2,898 | Closed |
|
38
Citigroup
New York
| – | -$10K | -115 | Closed |
|
LGLV Hedge Fund Activity: Q3 2018 in Review
37 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2018, worth a combined $37.6M — up 40% from $26.9M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new LGLV positions and 2 closed out — a net gain of 10 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Darwin Wealth Management, opening a new position worth an estimated $3.45M. The largest seller was Jane Street, cutting an estimated $1.87M.
- 37 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2018, up from 27 in Q2 2018.
- Funds reported $37.6M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2018, up 40% quarter-over-quarter.
- 12 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2018 and 2 closed out, a net change of +10 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2018 was Darwin Wealth Management, an estimated $3.45M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2018 was Jane Street, an estimated $1.87M sold.
Based on aggregated 13F filings for Q3 2018.