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State Street SPDR US Large Cap Low Volatility Index ETF

127 hedge funds and large institutions have $302M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 36

3.11% more ownership

Funds ownership: 52.77%55.87% (+3.1%)

3% more capital invested

Capital invested by funds: $293M → $302M (+$8.31M)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less funds holding

Funds holding: 129127 (-2)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
16
Increased
43
Reduced
36
Closed
16
Calls
$66K
Puts
Net Calls
+$66K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$1.76M +$43.2K +320 +2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.67M -$32.6K -241 -2%
UBS Group
28
UBS Group
Switzerland
$1.6M -$26.7K -198 -2%
EH
29
Equitable Holdings
New York
$1.42M +$170K +1,255 +12%
CA
30
Cetera Advisors
Colorado
$1.42M
HIS
31
Harvest Investment Services
Illinois
$1.32M -$164K -1,214 -10%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.29M +$771K +5,709 +119%
TFS
33
Thoroughbred Financial Services
Tennessee
$1.29M
Daiwa Securities Group
34
Daiwa Securities Group
Japan
$1.27M +$122K +900 +10%
FI
35
Financial Insights
Washington
$1.27M -$31.3K -232 -2%
NR
36
Newfound Research
Massachusetts
$1.27M -$118K -870 -8%
RA
37
Riversedge Advisors
Delaware
$1.1M -$406K -3,005 -25%
ACA
38
Aptus Capital Advisors
Alabama
$1.04M +$1.14M +8,451 New
SB
39
Strategic Blueprint
Georgia
$1.04M -$22.2K -164 -2%
DWM
40
Darwin Wealth Management
Florida
$1.04M -$86.4K -640 -7%
EAM
41
Empirical Asset Management
Massachusetts
$1.02M -$259K -1,920 -19%
CFD
42
Creative Financial Designs
Indiana
$980K +$12.4K +92 +1%
FHA
43
Flagship Harbor Advisors
Massachusetts
$884K -$932K -6,903 -49%
KW
44
KWB Wealth
California
$836K +$915K +6,771 New
PAG
45
Private Advisor Group
New Jersey
$832K +$90.5K +670 +11%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$767K +$840K +6,216 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$732K +$290K +2,145 +57%
MA
48
Mutual Advisors
Nebraska
$716K -$546K -4,044 -41%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$701K -$144K -1,066 -16%
HKIMG
50
Hutchens & Kramer Investment Management Group
Indiana
$682K -$4.59K -34 -0.6%

LGLV Hedge Fund Activity: Q3 2022 in Review

127 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2022, worth a combined $302M — up 2.8% from $293M a quarter earlier.

Fund positioning in LGLV was balanced in Q3 2022: 16 funds opened new positions, 16 closed out, 43 added to existing stakes and 36 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $14.2M. The largest seller was Almanack Investment Partners, exiting entirely with an estimated $7.52M sold.

  • 127 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2022, down from 129 in Q2 2022.
  • Funds reported $302M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2022, up 2.8% quarter-over-quarter.
  • 16 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2022 and 16 closed out, a net change of 0 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2022 was Osaic Holdings, an estimated $14.2M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2022 was Almanack Investment Partners, an estimated $7.52M sold.

Based on aggregated 13F filings for Q3 2022.