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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

139 hedge funds and large institutions have $364M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

21% more capital invested

Capital invested by funds: $302M → $364M (+$62.5M)

19% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 42

9% more funds holding

Funds holding: 127 → 139 (+12)

2.19% more ownership

Funds ownership: 55.87% → 58.06% (+2.2%)

Holders
139
Holders Change
+12
Holders Change %
+9.45%
% of All Funds
2.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
26
Increased
50
Reduced
42
Closed
11
Calls
$45K
Puts
–
Net Calls
+$45K
Net Calls Change
-$21K

Top Buyers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$12.2M
2
SWP
Stratos Wealth Partners
Ohio
+$6.98M
3
CI
CX Institutional
Indiana
+$4.96M
4
PAG
Private Advisor Group
New Jersey
+$3.68M
5
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$3.28M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$62.1M
2
MSFS
Main Street Financial Solutions
Pennsylvania
-$3.53M
3
SIM
Seaview Investment Managers
Florida
-$2.71M
4
IMC Chicago
IMC Chicago
Illinois
-$2.43M
5
Morgan Stanley
Morgan Stanley
New York
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
26
Tillar-Wenstrup Advisors
Ohio
$2.18M +$1.88M +14,094 +707%
IWM
27
IHT Wealth Management
Illinois
$2.13M +$189K +1,416 +10%
FCM
28
Family Capital Management
Michigan
$2.02M +$1.98M +14,887 New
IWC
29
Integrated Wealth Concepts
Massachusetts
$2.01M -$965K -7,250 -33%
EH
30
Equitable Holdings
New York
$1.96M +$393K +2,951 +26%
Daiwa Securities Group
31
Daiwa Securities Group
Japan
$1.66M +$253K +1,900 +18%
HIS
32
Harvest Investment Services
Illinois
$1.58M +$124K +933 +9%
CA
33
Cetera Advisors
Colorado
$1.54M -$10.9K -82 -0.7%
TFS
34
Thoroughbred Financial Services
Tennessee
$1.43M +$15.6K +117 +1%
FI
35
Financial Insights
Washington
$1.38M -$13.6K -102 -1%
MIA
36
Milestone Investment Advisors
Wisconsin
$1.36M +$1.34M +10,053 New
Goldman Sachs
37
Goldman Sachs
New York
$1.36M -$720K -5,405 -35%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.31M -$113K -850 -8%
TFGT
39
TS Financial Group (TSFG)
Illinois
$1.29M +$1.26M +9,490 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.28M -$546K -4,097 -30%
RA
41
Riversedge Advisors
Delaware
$1.21M +$4K +30 +0.3%
MCC
42
Money Concepts Capital
Florida
$1.17M +$1.12M +8,404 +4,354%
FPW
43
Flagship Private Wealth
Massachusetts
$1.14M +$436K +3,276 +64%
SB
44
Strategic Blueprint
Georgia
$1.12M -$16.6K -125 -1%
MFA
45
Millington Financial Advisors
Illinois
$1.12M +$1.1M +8,283 New
EAM
46
Empirical Asset Management
Massachusetts
$1.03M -$86.4K -649 -8%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.02M +$632K +4,749 +172%
DWM
48
Darwin Wealth Management
Florida
$1.01M -$134K -1,006 -12%
KW
49
KWB Wealth
California
$996K +$76.2K +572 +8%
FHA
50
Flagship Harbor Advisors
Massachusetts
$972K +$666 +5 +0.1%
1
2
3 4 5

LGLV Hedge Fund Activity: Q4 2022 in Review

139 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q4 2022, worth a combined $364M — up 21% from $302M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LGLV positions and 11 closed out — a net gain of 15 holders — while 50 added to existing stakes and 42 trimmed.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $12.2M. The largest seller was Osaic Holdings, cutting an estimated $62.1M.

  • 139 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q4 2022, up from 127 in Q3 2022.
  • Funds reported $364M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 26 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q4 2022 and 11 closed out, a net change of +15 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q4 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $12.2M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q4 2022 was Osaic Holdings, an estimated $62.1M sold.

Based on aggregated 13F filings for Q4 2022.