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State Street SPDR US Large Cap Low Volatility Index ETF

146 hedge funds and large institutions have $396M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $364M → $396M (+$32M)

5% more funds holding

Funds holding: 139146 (+7)

1.13% more ownership

Funds ownership: 58.06%59.19% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 46

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
50
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
26
Advisor Resource Council
Texas
$2.56M +$2.53M +18,596 New
JAG
27
Journey Advisory Group
Kentucky
$2.53M +$2.52M +18,466 New
RMA
28
Roffman Miller Associates
Pennsylvania
$2.27M +$8.72K +64 +0.4%
Goldman Sachs
29
Goldman Sachs
New York
$2.17M +$802K +5,885 +59%
IWM
30
IHT Wealth Management
Illinois
$2.17M +$16.5K +121 +0.8%
VF
31
VitalStone Financial
Texas
$2.15M +$1.95M +14,288 New
UBS Group
32
UBS Group
Switzerland
$2.01M -$430K -3,154 -18%
GVAG
33
Great Valley Advisor Group
Delaware
$1.68M -$844K -6,196 -33%
Daiwa Securities Group
34
Daiwa Securities Group
Japan
$1.67M
CA
35
Cetera Advisors
Colorado
$1.56M
MIA
36
Milestone Investment Advisors
Wisconsin
$1.5M +$123K +904 +9%
HIS
37
Harvest Investment Services
Illinois
$1.47M -$122K -893 -8%
FCM
38
Family Capital Management
Michigan
$1.46M -$575K -4,221 -28%
Ameriprise
39
Ameriprise
Minnesota
$1.45M +$646K +4,744 +92%
TFS
40
Thoroughbred Financial Services
Tennessee
$1.44M -$10.2K -75 -0.7%
TFGT
41
TS Financial Group (TSFG)
Illinois
$1.27M -$24.4K -179 -2%
FI
42
Financial Insights
Washington
$1.22M -$166K -1,218 -12%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.22M -$96.2K -706 -7%
RA
44
Riversedge Advisors
Delaware
$1.2M -$18.7K -137 -2%
FHA
45
Flagship Harbor Advisors
Massachusetts
$1.19M +$208K +1,528 +21%
MFA
46
Millington Financial Advisors
Illinois
$1.13M -$5.45K -40 -0.5%
FGA
47
Fortis Group Advisors
New Jersey
$1.11M +$1.09M +7,970 New
SB
48
Strategic Blueprint
Georgia
$1.09M -$40.6K -298 -4%
FPW
49
Flagship Private Wealth
Massachusetts
$1.07M -$78.5K -576 -7%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.07M -$214K -1,568 -17%

LGLV Hedge Fund Activity: Q1 2023 in Review

146 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2023, worth a combined $396M — up 8.8% from $364M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LGLV positions and 17 closed out — a net gain of 10 holders — while 50 added to existing stakes and 46 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $11.7M. The largest seller was CX Institutional, exiting entirely with an estimated $12.8M sold.

  • 146 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2023, up from 139 in Q4 2022.
  • Funds reported $396M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 27 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2023 and 17 closed out, a net change of +10 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2023 was Thrivent Financial for Lutherans, an estimated $11.7M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2023 was CX Institutional, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2023.