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State Street SPDR US Large Cap Low Volatility Index ETF

129 hedge funds and large institutions have $293M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

2% more funds holding

Funds holding: 127129 (+2)

0.86% less ownership

Funds ownership: 53.62%52.77% (-0.86%)

15% less capital invested

Capital invested by funds: $345M → $293M (-$51.9M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 45

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
2.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
21
Increased
37
Reduced
45
Closed
18
Calls
$70K
Puts
Net Calls
+$70K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.8M -$729K -5,316 -28%
UBS Group
27
UBS Group
Switzerland
$1.72M +$533K +3,884 +42%
RA
28
Riversedge Advisors
Delaware
$1.56M -$487K -3,553 -23%
HIS
29
Harvest Investment Services
Illinois
$1.56M -$23.9K -174 -1%
CA
30
Cetera Advisors
Colorado
$1.5M
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.5M -$95.4K -696 -6%
NR
32
Newfound Research
Massachusetts
$1.46M -$546K -3,983 -26%
FI
33
Financial Insights
Washington
$1.38M +$127K +923 +10%
TFS
34
Thoroughbred Financial Services
Tennessee
$1.37M
EH
35
Equitable Holdings
New York
$1.34M +$126K +916 +10%
EAM
36
Empirical Asset Management
Massachusetts
$1.33M -$385K -2,809 -22%
MA
37
Mutual Advisors
Nebraska
$1.29M -$74.2K -541 -5%
Daiwa Securities Group
38
Daiwa Securities Group
Japan
$1.23M +$144K +1,050 +13%
DWM
39
Darwin Wealth Management
Florida
$1.22M -$140K -1,019 -10%
SB
40
Strategic Blueprint
Georgia
$1.12M -$28.3K -206 -2%
JWCA
41
J.W. Cole Advisors
Florida
$1.06M +$1.51K +11 +0.1%
CFD
42
Creative Financial Designs
Indiana
$1.03M -$160K -1,164 -13%
FTUS
43
Flow Traders U.S.
New York
$985K +$1.03M +7,525 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$884K -$306K -2,231 -25%
CF
45
Clarity Financial
Texas
$872K -$717K -5,230 -44%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$803K -$1.6M -11,660 -66%
PAG
47
Private Advisor Group
New Jersey
$796K +$223K +1,626 +37%
Jane Street
48
Jane Street
New York
$762K +$798K +5,820 New
HKIMG
49
Hutchens & Kramer Investment Management Group
Indiana
$722K -$14.4K -105 -2%
FLA
50
Financial Life Advisors
Texas
$706K +$138K +1,004 +23%

LGLV Hedge Fund Activity: Q2 2022 in Review

129 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2022, worth a combined $293M — down 15% from $345M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LGLV positions and 18 closed out — a net gain of 3 holders — while 37 added to existing stakes and 45 trimmed.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $8.27M. The largest seller was Win Advisors, exiting entirely with an estimated $25.6M sold.

  • 129 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2022, up from 127 in Q1 2022.
  • Funds reported $293M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 21 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2022 and 18 closed out, a net change of +3 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $8.27M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2022 was Win Advisors, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2022.