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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

132 hedge funds and large institutions have $353M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

20% more capital invested

Capital invested by funds: $295M → $353M (+$57.8M)

15% more funds holding

Funds holding: 115 → 132 (+17)

4.04% more ownership

Funds ownership: 47.83% → 51.87% (+4%)

10% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 42

Holders
132
Holders Change
+17
Holders Change %
+14.78%
% of All Funds
2.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
30
Increased
38
Reduced
42
Closed
11
Calls
$80K
Puts
–
Net Calls
+$80K
Net Calls Change
+$80K

Top Buyers

1
AIP
Almanack Investment Partners
Pennsylvania
+$12.2M
2
AWM
AE Wealth Management
Kansas
+$6.3M
3
LPL Financial
LPL Financial
California
+$6.27M
4
FHA
Flagship Harbor Advisors
Massachusetts
+$3.43M
5
SMA
Sage Mountain Advisors
Georgia
+$2.78M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$17.8M
2
FTUS
Flow Traders U.S.
New York
-$3.11M
3
FEM
Fulcrum Equity Management
Texas
-$2.71M
4
AI
Atria Investments
North Carolina
-$2.02M
5
AWA
ARQ Wealth Advisors
Arizona
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
NR
26
Newfound Research
Massachusetts
$2.31M +$319K +2,227 +17%
CF
27
Clarity Financial
Texas
$2.18M +$2.08M +14,486 New
KWM
28
Kingsview Wealth Management
Oregon
$1.94M +$1.85M +12,879 New
MA
29
Mutual Advisors
Nebraska
$1.94M -$790K -5,511 -30%
RA
30
Riversedge Advisors
Delaware
$1.88M -$38.5K -269 -2%
HIS
31
Harvest Investment Services
Illinois
$1.85M -$66.8K -466 -4%
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.84M +$79.7K +556 +5%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.82M -$65.3K -456 -4%
EAM
34
Empirical Asset Management
Massachusetts
$1.75M +$1.67M +11,650 New
CA
35
Cetera Advisors
Colorado
$1.73M -$100K -700 -6%
IWM
36
IHT Wealth Management
Illinois
$1.61M +$17.1K +119 +1%
DWM
37
Darwin Wealth Management
Florida
$1.45M -$361K -2,519 -20%
FI
38
Financial Insights
Washington
$1.42M -$53K -370 -4%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.41M -$775K -5,411 -37%
TFS
40
Thoroughbred Financial Services
Tennessee
$1.41M -$33.7K -235 -2%
UBS Group
41
UBS Group
Switzerland
$1.34M +$81.5K +569 +7%
CFD
42
Creative Financial Designs
Indiana
$1.33M -$219K -1,532 -15%
SB
43
Strategic Blueprint
Georgia
$1.32M -$30.7K -214 -2%
JWCA
44
J.W. Cole Advisors
Florida
$1.32M +$1.26M +8,767 New
Daiwa Securities Group
45
Daiwa Securities Group
Japan
$1.27M -$86K -600 -7%
EH
46
Equitable Holdings
New York
$966K – – –
GKWIM
47
Gerber Kawasaki Wealth & Investment Management
California
$945K +$163K +1,140 +22%
NWMG
48
National Wealth Management Group
Ohio
$929K +$884K +6,168 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$871K -$145K -1,011 -15%
GWM
50
Geneos Wealth Management
Colorado
$833K +$785K +5,480 +13,700%
1
2
3 4 5

LGLV Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q4 2021, worth a combined $353M — up 20% from $295M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new LGLV positions and 11 closed out — a net gain of 19 holders — while 38 added to existing stakes and 42 trimmed.

The largest buyer was Almanack Investment Partners, opening a new position worth an estimated $12.2M. The largest seller was Bank of America, cutting an estimated $17.8M.

  • 132 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q4 2021, up from 115 in Q3 2021.
  • Funds reported $353M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 30 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q4 2021 and 11 closed out, a net change of +19 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q4 2021 was Almanack Investment Partners, an estimated $12.2M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q4 2021 was Bank of America, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2021.