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State Street SPDR US Large Cap Low Volatility Index ETF

121 hedge funds and large institutions have $274M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.3% less ownership

Funds ownership: 51.59%41.29% (-10%)

13% less funds holding

Funds holding: 139121 (-18)

30% less capital invested

Capital invested by funds: $394M → $274M (-$120M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

40% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 55

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
121
Holders Change
-18
Holders Change %
-12.95%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
14
Increased
33
Reduced
55
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Strategic Blueprint
Georgia
$1.78M -$334K -3,370 -16%
TRCT
27
Tower Research Capital (TRC)
New York
$1.75M +$1.1M +11,055 +183%
RMA
28
Roffman Miller Associates
Pennsylvania
$1.69M -$118K -1,192 -7%
Goldman Sachs
29
Goldman Sachs
New York
$1.68M +$350K +3,526 +27%
HCM
30
Howard Capital Management
Georgia
$1.63M +$266K +2,679 +20%
MFG
31
Merit Financial Group
Georgia
$1.62M +$157K +1,578 +11%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.61M -$249K -2,507 -14%
AWM
33
AE Wealth Management
Kansas
$1.48M -$32.3M -324,992 -96%
RA
34
Riversedge Advisors
Delaware
$1.42M -$41.6K -419 -3%
SS
35
Simplicity Solutions
Minnesota
$1.31M -$32M -322,346 -96%
CA
36
Cetera Advisors
Colorado
$1.26M
AW
37
ACG Wealth
Georgia
$1.12M +$380K +3,825 +53%
Citadel Advisors
38
Citadel Advisors
Florida
$1.1M +$1.07M +10,788 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.08M -$519K -5,228 -33%
UCFA
40
United Capital Financial Advisors
Texas
$1.07M +$1.19K +12 +0.1%
MIM
41
Macroview Investment Management
Maryland
$1.07M +$21.3K +215 +2%
FAAS
42
First Allied Advisory Services
California
$1.06M +$69.2K +697 +7%
DADC
43
D.A. Davidson & Co
Montana
$1.02M +$71.6K +721 +8%
MML Investors Services
44
MML Investors Services
Massachusetts
$998K -$2.5M -25,166 -72%
RA
45
RFG Advisory
Alabama
$980K -$2.53M -25,447 -73%
EH
46
Equitable Holdings
New York
$962K -$408K -4,112 -30%
Daiwa Securities Group
47
Daiwa Securities Group
Japan
$960K
VWA
48
Visionary Wealth Advisors
Illinois
$900K +$173K +1,739 +25%
UBS Group
49
UBS Group
Switzerland
$841K -$1.23M -12,378 -60%
AIP
50
Almanack Investment Partners
Pennsylvania
$841K +$818K +8,242 New

LGLV Hedge Fund Activity: Q2 2020 in Review

121 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2020, worth a combined $274M — down 30% from $394M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of LGLV and 14 opened new positions — a net loss of 17 holders — while 55 trimmed existing stakes and 33 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.18M. The largest seller was AE Wealth Management, cutting an estimated $32.3M.

  • 121 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2020, down from 139 in Q1 2020.
  • Funds reported $274M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2020, down 30% quarter-over-quarter.
  • 14 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2020 and 31 closed out, a net change of -17 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $2.18M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2020 was AE Wealth Management, an estimated $32.3M sold.

Based on aggregated 13F filings for Q2 2020.