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State Street SPDR US Large Cap Low Volatility Index ETF

164 hedge funds and large institutions have $559M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

41% more capital invested

Capital invested by funds: $396M → $559M (+$162M)

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

12% more funds holding

Funds holding: 146164 (+18)

8.38% more ownership

Funds ownership: 59.19%67.57% (+8.4%)

Holders
164
Holders Change
+18
Holders Change %
+12.33%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
34
Increased
61
Reduced
46
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCGC
26
Legacy Capital Group California
California
$3.32M +$3.25M +23,601 New
MML Investors Services
27
MML Investors Services
Massachusetts
$3.06M +$374K +2,717 +14%
RWPA
28
Richard W. Paul & Associates
Michigan
$3.04M +$2.97M +21,609 New
Goldman Sachs
29
Goldman Sachs
New York
$2.97M +$721K +5,238 +33%
BTWM
30
Baker Tilly Wealth Management
Wisconsin
$2.9M -$149K -1,080 -5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.88M +$2.1M +15,241 +290%
TCMP
32
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.86M -$103K -745 -4%
GWM
33
Geneos Wealth Management
Colorado
$2.71M -$173K -1,258 -6%
JAG
34
Journey Advisory Group
Kentucky
$2.6M +$1.1K +8 +0%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.32M -$109K -793 -5%
GVAG
36
Great Valley Advisor Group
Delaware
$2.24M +$500K +3,636 +30%
OWA
37
Outlook Wealth Advisors
Texas
$2.23M +$2.18M +15,832 New
Ameriprise
38
Ameriprise
Minnesota
$2.14M +$735K +5,339 +54%
UBS Group
39
UBS Group
Switzerland
$2.14M +$73.1K +531 +4%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$2.08M +$1.02M +7,399 +100%
RMA
41
Roffman Miller Associates
Pennsylvania
$2.04M -$279K -2,028 -12%
KW
42
KWB Wealth
California
$2.01M +$918K +6,674 +88%
Daiwa Securities Group
43
Daiwa Securities Group
Japan
$1.6M -$110K -800 -7%
TFS
44
Thoroughbred Financial Services
Tennessee
$1.58M +$103K +750 +7%
CA
45
Cetera Advisors
Colorado
$1.58M -$20.6K -150 -1%
ECA
46
Elevated Capital Advisors
Utah
$1.48M +$1.45M +10,543 New
FCM
47
Family Capital Management
Michigan
$1.48M -$19.3K -140 -1%
WS
48
Wedbush Securities
California
$1.46M +$449K +3,266 +46%
AWA
49
ARQ Wealth Advisors
Arizona
$1.42M -$5.29M -38,413 -79%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$1.37M -$10.7M -77,837 -89%

LGLV Hedge Fund Activity: Q2 2023 in Review

164 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2023, worth a combined $559M — up 41% from $396M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LGLV positions and 15 closed out — a net gain of 19 holders — while 61 added to existing stakes and 46 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $35.4M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $10.7M.

  • 164 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2023, up from 146 in Q1 2023.
  • Funds reported $559M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2023, up 41% quarter-over-quarter.
  • 34 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2023 and 15 closed out, a net change of +19 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2023 was Wells Fargo, an estimated $35.4M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2023.