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State Street SPDR US Large Cap Low Volatility Index ETF

114 hedge funds and large institutions have $227M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.74% more ownership

Funds ownership: 38.25%41.99% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $230M → $227M (-$2.84M)

8% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 38

3% less funds holding

Funds holding: 118114 (-4)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
35
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Riversedge Advisors
Delaware
$1.76M -$13.6K -112 -0.8%
CA
27
Cetera Advisors
Colorado
$1.61M +$68.9K +569 +5%
TCMP
28
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.42M +$220K +1,816 +19%
IWM
29
IHT Wealth Management
Illinois
$1.34M -$48K -396 -4%
HI
30
Harbour Investments
Wisconsin
$1.28M +$1.24M +10,230 New
Goldman Sachs
31
Goldman Sachs
New York
$1.25M
TFS
32
Thoroughbred Financial Services
Tennessee
$1.2M
NR
33
Newfound Research
Massachusetts
$1.19M +$1.15M +9,483 New
SB
34
Strategic Blueprint
Georgia
$1.18M -$95.5K -788 -8%
Daiwa Securities Group
35
Daiwa Securities Group
Japan
$1.18M
FI
36
Financial Insights
Washington
$1.14M +$347K +2,864 +46%
IWC
37
Integrated Wealth Concepts
Massachusetts
$1.07M +$294K +2,430 +40%
UBS Group
38
UBS Group
Switzerland
$1.03M -$8K -66 -0.8%
DACG
39
Donor Advised Charitable Giving
California
$1.02M +$990K +8,175 New
MML Investors Services
40
MML Investors Services
Massachusetts
$1.02M +$409K +3,380 +71%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.01M +$650K +5,370 +202%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$965K -$1.9M -15,657 -67%
EH
43
Equitable Holdings
New York
$857K -$9.45K -78 -1%
UCFA
44
United Capital Financial Advisors
Texas
$799K -$26.4K -218 -3%
FPW
45
Flagship Private Wealth
Massachusetts
$699K -$68.1K -562 -9%
JWCA
46
J.W. Cole Advisors
Florida
$691K -$31.5K -260 -5%
BI
47
Berkeley Inc
Idaho
$685K -$6.54K -54 -1%
CWS
48
Cypress Wealth Services
California
$668K +$99K +817 +18%
SWP
49
Stratos Wealth Partners
Ohio
$635K +$13K +107 +2%
FLA
50
Financial Life Advisors
Texas
$613K -$22.3K -184 -4%

LGLV Hedge Fund Activity: Q1 2021 in Review

114 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2021, worth a combined $227M — down 1.2% from $230M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of LGLV and 15 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 35 added.

The largest buyer was Osaic Holdings, adding an estimated $4.17M. The largest seller was Royal Fund Management, exiting entirely with an estimated $5.06M sold.

  • 114 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2021, down from 118 in Q4 2020.
  • Funds reported $227M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2021, down 1.2% quarter-over-quarter.
  • 15 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2021 and 18 closed out, a net change of -3 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2021 was Osaic Holdings, an estimated $4.17M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2021 was Royal Fund Management, an estimated $5.06M sold.

Based on aggregated 13F filings for Q1 2021.