We are live on ! Find out more
LGLV icon

State Street SPDR US Large Cap Low Volatility Index ETF

119 hedge funds and large institutions have $252M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $227M → $252M (+$25.3M)

4% more funds holding

Funds holding: 114119 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.12% less ownership

Funds ownership: 41.99%41.87% (-0.12%)

30% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 44

Holders
119
Holders Change
+5
Holders Change %
+4.39%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
31
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$1.66M -$52.9K -400 -3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.59M -$740K -5,601 -32%
CFD
28
Creative Financial Designs
Indiana
$1.54M -$525K -3,968 -26%
IWM
29
IHT Wealth Management
Illinois
$1.44M +$12.2K +92 +0.9%
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.43M +$292K +2,211 +26%
NR
31
Newfound Research
Massachusetts
$1.4M +$137K +1,035 +11%
HI
32
Harbour Investments
Wisconsin
$1.35M -$15.6K -118 -1%
TFS
33
Thoroughbred Financial Services
Tennessee
$1.27M
Truist Financial
34
Truist Financial
North Carolina
$1.22M +$1.21M +9,172 New
SB
35
Strategic Blueprint
Georgia
$1.21M -$48.9K -370 -4%
Daiwa Securities Group
36
Daiwa Securities Group
Japan
$1.19M -$66.1K -500 -5%
UBS Group
37
UBS Group
Switzerland
$1.11M +$18.9K +143 +2%
FGAM
38
Financial Gravity Asset Management
Texas
$1.1M -$520K -3,931 -32%
DACG
39
Donor Advised Charitable Giving
California
$945K -$142K -1,075 -13%
MML Investors Services
40
MML Investors Services
Massachusetts
$934K -$150K -1,136 -14%
EH
41
Equitable Holdings
New York
$854K -$56.2K -425 -6%
JWCA
42
J.W. Cole Advisors
Florida
$831K +$96.8K +732 +13%
AWM
43
AE Wealth Management
Kansas
$801K +$373K +2,819 +88%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$793K -$1.07M -8,103 -58%
BI
45
Berkeley Inc
Idaho
$730K +$2.64K +20 +0.4%
CWS
46
Cypress Wealth Services
California
$709K +$132 +1 +0%
FAIM
47
Financial Advocates Investment Management
Washington
$679K +$56.7K +429 +9%
FPW
48
Flagship Private Wealth
Massachusetts
$673K -$67.8K -513 -9%
SWP
49
Stratos Wealth Partners
Ohio
$637K -$37.8K -286 -6%
FLA
50
Financial Life Advisors
Texas
$627K -$23.7K -179 -4%

LGLV Hedge Fund Activity: Q2 2021 in Review

119 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2021, worth a combined $252M — up 11% from $227M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LGLV positions and 11 closed out — a net gain of 5 holders — while 31 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.02M. The largest seller was Bank of America, cutting an estimated $5.43M.

  • 119 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2021, up from 114 in Q1 2021.
  • Funds reported $252M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 16 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2021 and 11 closed out, a net change of +5 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2021 was LPL Financial, an estimated $9.02M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2021 was Bank of America, an estimated $5.43M sold.

Based on aggregated 13F filings for Q2 2021.