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State Street SPDR US Large Cap Low Volatility Index ETF

127 hedge funds and large institutions have $345M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.76% more ownership

Funds ownership: 51.87%53.62% (+1.8%)

2% less capital invested

Capital invested by funds: $353M → $345M (-$7.49M)

7% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 46

4% less funds holding

Funds holding: 132127 (-5)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
127
Holders Change
-5
Holders Change %
-3.79%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
10
Increased
43
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$2.21M -$4.34K -31 -0.2%
NR
27
Newfound Research
Massachusetts
$2.17M -$30.7K -219 -1%
IWC
28
Integrated Wealth Concepts
Massachusetts
$2M +$236K +1,685 +14%
IWM
29
IHT Wealth Management
Illinois
$1.99M +$443K +3,161 +30%
EAM
30
Empirical Asset Management
Massachusetts
$1.87M +$188K +1,340 +12%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.75M +$10.6K +76 +0.6%
HIS
32
Harvest Investment Services
Illinois
$1.73M -$28.2K -201 -2%
CF
33
Clarity Financial
Texas
$1.71M -$364K -2,596 -18%
CA
34
Cetera Advisors
Colorado
$1.65M
TFS
35
Thoroughbred Financial Services
Tennessee
$1.5M +$155K +1,105 +12%
MA
36
Mutual Advisors
Nebraska
$1.49M -$347K -2,474 -19%
DWM
37
Darwin Wealth Management
Florida
$1.43M -$52.5K -375 -4%
FI
38
Financial Insights
Washington
$1.38M +$22K +157 +2%
EH
39
Equitable Holdings
New York
$1.34M +$409K +2,922 +46%
UBS Group
40
UBS Group
Switzerland
$1.33M +$51K +364 +4%
CFD
41
Creative Financial Designs
Indiana
$1.3M +$26.9K +192 +2%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$1.29M +$1.18M +8,439 +1,566%
MCC
43
Money Concepts Capital
Florida
$1.27M +$1.24M +8,874 New
SB
44
Strategic Blueprint
Georgia
$1.26M
GKWIM
45
Gerber Kawasaki Wealth & Investment Management
California
$1.25M +$341K +2,435 +39%
Daiwa Securities Group
46
Daiwa Securities Group
Japan
$1.2M -$7K -50 -0.6%
JWCA
47
J.W. Cole Advisors
Florida
$1.16M -$94.7K -676 -8%
Ameriprise
48
Ameriprise
Minnesota
$884K -$17.5M -124,656 -95%
HKIMG
49
Hutchens & Kramer Investment Management Group
Indiana
$800K
NWMG
50
National Wealth Management Group
Ohio
$749K -$134K -957 -16%

LGLV Hedge Fund Activity: Q1 2022 in Review

127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2022, worth a combined $345M — down 2.1% from $353M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of LGLV and 10 opened new positions — a net loss of 4 holders — while 46 trimmed existing stakes and 43 added.

The largest buyer was Win Advisors, opening a new position worth an estimated $24.9M. The largest seller was Ameriprise, cutting an estimated $17.5M.

  • 127 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2022, down from 132 in Q4 2021.
  • Funds reported $345M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2022, down 2.1% quarter-over-quarter.
  • 10 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2022 and 14 closed out, a net change of -4 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2022 was Win Advisors, an estimated $24.9M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2022 was Ameriprise, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2022.