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State Street SPDR US Large Cap Low Volatility Index ETF

85 hedge funds and large institutions have $183M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 8

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

101% more capital invested

Capital invested by funds: $91.3M → $183M (+$91.9M)

31% more funds holding

Funds holding: 6585 (+20)

4.11% more ownership

Funds ownership: 28.89%33% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
85
Holders Change
+20
Holders Change %
+30.77%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
37
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RMA
26
Roffman Miller Associates
Pennsylvania
$1.91M -$96K -922 -5%
IFWM
27
Institute for Wealth Management
Colorado
$1.82M +$94.1K +904 +6%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$1.77M +$987K +9,481 +147%
UBS Group
29
UBS Group
Switzerland
$1.61M +$1.04M +9,973 +199%
CA
30
Cetera Advisors
Colorado
$1.53M +$11.7K +112 +0.8%
LPL Financial
31
LPL Financial
California
$1.52M +$326K +3,133 +28%
SMG
32
Smart Money Group
Texas
$1.37M +$22K +211 +2%
Renaissance Technologies
33
Renaissance Technologies
New York
$1.35M +$1.3M +12,500 New
FGAM
34
Financial Gravity Asset Management
Texas
$1.27M +$1.23M +11,831 New
AG
35
Advisor Group
Arizona
$1.26M +$1.05M +10,098 +634%
RCA
36
Rowland Carmichael Advisors
Arizona
$1.25M +$429K +4,115 +55%
CF
37
Centaurus Financial
California
$1.18M +$1.13M +10,839 +8,535%
AF
38
Advisornet Financial
Minnesota
$1.08M +$86.5K +831 +9%
TWA
39
Tillar-Wenstrup Advisors
Ohio
$1.01M +$975K +9,358 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$965K +$482K +4,629 +107%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$957K -$643K -6,171 -41%
HIS
42
Harvest Investment Services
Illinois
$876K +$841K +8,079 New
MA
43
Mutual Advisors
Nebraska
$702K +$679K +6,517 New
MIM
44
Macroview Investment Management
Maryland
$680K +$245K +2,355 +59%
Axa
45
Axa
France
$658K +$80.2K +770 +14%
SMFS
46
Squar Milner Financial Services
California
$650K +$629K +6,035 New
SWP
47
Stratos Wealth Partners
Ohio
$549K +$531K +5,101 New
SHIM
48
Stone House Investment Management
Pennsylvania
$537K -$28.1K -270 -5%
RFN
49
RDA Financial Network
Iowa
$536K +$508K +4,880 New
FAAS
50
First Allied Advisory Services
California
$476K +$140K +1,347 +44%

LGLV Hedge Fund Activity: Q2 2019 in Review

85 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2019, worth a combined $183M — up 101% from $91.3M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new LGLV positions and 9 closed out — a net gain of 20 holders — while 37 added to existing stakes and 8 trimmed.

The largest buyer was CX Institutional, opening a new position worth an estimated $10.4M. The largest seller was Oakwood Capital Management, exiting entirely with an estimated $1.39M sold.

  • 85 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2019, up from 65 in Q1 2019.
  • Funds reported $183M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2019, up 101% quarter-over-quarter.
  • 29 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2019 and 9 closed out, a net change of +20 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2019 was CX Institutional, an estimated $10.4M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2019 was Oakwood Capital Management, an estimated $1.39M sold.

Based on aggregated 13F filings for Q2 2019.