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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

114 hedge funds and large institutions have $283M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

358% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 12

167% more funds holding in top 10

Funds holding in top 10: 3 → 8 (+5)

54% more capital invested

Capital invested by funds: $183M → $283M (+$99.8M)

34% more funds holding

Funds holding: 85 → 114 (+29)

0.54% less ownership

Funds ownership: 33% → 32.47% (-0.54%)

Holders
114
Holders Change
+29
Holders Change %
+34.12%
% of All Funds
2.5%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
35
Increased
55
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$20.3M
2
AF
Advisornet Financial
Minnesota
+$8.8M
3
CGFA
Colton Groome Financial Advisors
North Carolina
+$7.51M
4
WP
WealthSource Partners
California
+$6.79M
5
RWA
Redhawk Wealth Advisors
Minnesota
+$5.64M

Top Sellers

1
BFG
Barber Financial Group
Kansas
-$11.7M
2
CI
CX Institutional
Indiana
-$5M
3
BCM
Brookstone Capital Management
Illinois
-$3.62M
4
Goldman Sachs
Goldman Sachs
New York
-$2.46M
5
CF
Centaurus Financial
California
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
26
Executive Wealth Management
Michigan
$3.56M -$237K -2,152 -6%
RFM
27
Royal Fund Management
Florida
$3.44M +$254K +2,308 +8%
AWA
28
Arete Wealth Advisors
Illinois
$3.38M +$301K +2,733 +10%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$3.09M +$2.64M +23,924 +632%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.96M +$2.93M +26,591 New
SMFS
31
Squar Milner Financial Services
California
$2.88M +$2.26M +20,521 +340%
ACM
32
AlphaStar Capital Management
North Carolina
$2.79M +$2.75M +24,993 New
PWMG
33
Prestige Wealth Management Group
New Jersey
$2.7M +$46.8K +425 +2%
MSAM
34
Moloney Securities Asset Management
Missouri
$2.57M +$2.54M +23,073 New
LPL Financial
35
LPL Financial
California
$2.54M +$954K +8,657 +61%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.53M +$2.5M +22,659 New
HIS
37
Harvest Investment Services
Illinois
$2.45M +$1.56M +14,186 +176%
SPIA
38
Steward Partners Investment Advisory
New York
$2.43M -$121K -1,100 -5%
RCA
39
Rowland Carmichael Advisors
Arizona
$2.41M +$1.11M +10,068 +87%
SMG
40
Smart Money Group
Texas
$2.15M +$718K +6,512 +51%
UBS Group
41
UBS Group
Switzerland
$2.12M +$444K +4,029 +27%
RMA
42
Roffman Miller Associates
Pennsylvania
$1.99M +$7.94K +72 +0.4%
IFWM
43
Institute for Wealth Management
Colorado
$1.94M +$49.2K +446 +3%
KM
44
Kalos Management
Georgia
$1.65M +$1.63M +14,775 New
CA
45
Cetera Advisors
Colorado
$1.6M +$13.7K +124 +0.9%
AG
46
Advisor Group
Arizona
$1.33M +$31.5K +286 +2%
MIM
47
Macroview Investment Management
Maryland
$1.31M +$597K +5,412 +86%
TWA
48
Tillar-Wenstrup Advisors
Ohio
$1.25M +$201K +1,826 +20%
MA
49
Mutual Advisors
Nebraska
$1.21M +$482K +4,370 +67%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.15M +$162K +1,468 +17%
1
2
3 4 5

LGLV Hedge Fund Activity: Q3 2019 in Review

114 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2019, worth a combined $283M — up 54% from $183M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new LGLV positions and 6 closed out — a net gain of 29 holders — while 55 added to existing stakes and 12 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $20.3M. The largest seller was Barber Financial Group, cutting an estimated $11.7M.

  • 114 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2019, up from 85 in Q2 2019.
  • Funds reported $283M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2019, up 54% quarter-over-quarter.
  • 35 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2019 and 6 closed out, a net change of +29 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2019 was Ladenburg Thalmann Financial Services, an estimated $20.3M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2019 was Barber Financial Group, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2019.