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State Street SPDR US Large Cap Low Volatility Index ETF

115 hedge funds and large institutions have $295M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

17% more capital invested

Capital invested by funds: $252M → $295M (+$42.5M)

10% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 40

5.96% more ownership

Funds ownership: 41.87%47.83% (+6%)

3% less funds holding

Funds holding: 119115 (-4)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
7
Increased
44
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.97M +$1.74M +12,587 +574%
NR
27
Newfound Research
Massachusetts
$1.75M +$358K +2,588 +25%
DWM
28
Darwin Wealth Management
Florida
$1.71M -$290K -2,099 -14%
HIS
29
Harvest Investment Services
Illinois
$1.7M -$47K -340 -3%
RA
30
Riversedge Advisors
Delaware
$1.7M +$19.6K +142 +1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.67M +$75.8K +548 +5%
CA
32
Cetera Advisors
Colorado
$1.62M -$41.5K -300 -2%
IWC
33
Integrated Wealth Concepts
Massachusetts
$1.56M +$131K +947 +9%
IWM
34
IHT Wealth Management
Illinois
$1.41M -$31.9K -231 -2%
CFD
35
Creative Financial Designs
Indiana
$1.38M -$170K -1,230 -11%
Goldman Sachs
36
Goldman Sachs
New York
$1.33M -$408K -2,951 -23%
FI
37
Financial Insights
Washington
$1.31M +$85.4K +618 +7%
HI
38
Harbour Investments
Wisconsin
$1.3M -$46.3K -335 -3%
TFS
39
Thoroughbred Financial Services
Tennessee
$1.28M
SB
40
Strategic Blueprint
Georgia
$1.2M -$6.91K -50 -0.6%
Daiwa Securities Group
41
Daiwa Securities Group
Japan
$1.2M +$13.8K +100 +1%
UBS Group
42
UBS Group
Switzerland
$1.11M -$3.73K -27 -0.3%
DACG
43
Donor Advised Charitable Giving
California
$947K
Citadel Advisors
44
Citadel Advisors
Florida
$922K +$956K +6,912 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$906K +$380K +2,747 +68%
FGAM
46
Financial Gravity Asset Management
Texas
$884K -$225K -1,627 -20%
EH
47
Equitable Holdings
New York
$855K
BI
48
Berkeley Inc
Idaho
$734K +$2.21K +16 +0.3%
CWS
49
Cypress Wealth Services
California
$710K -$553 -4 -0.1%
GKWIM
50
Gerber Kawasaki Wealth & Investment Management
California
$684K +$128K +926 +22%

LGLV Hedge Fund Activity: Q3 2021 in Review

115 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2021, worth a combined $295M — up 17% from $252M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LGLV and 7 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 44 added.

The largest buyer was First American Trust, opening a new position worth an estimated $17.7M. The largest seller was Howard Capital Management, exiting entirely with an estimated $1.91M sold.

  • 115 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2021, down from 119 in Q2 2021.
  • Funds reported $295M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2021, up 17% quarter-over-quarter.
  • 7 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2021 and 8 closed out, a net change of -1 holder.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2021 was First American Trust, an estimated $17.7M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2021 was Howard Capital Management, an estimated $1.91M sold.

Based on aggregated 13F filings for Q3 2021.