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State Street SPDR US Large Cap Low Volatility Index ETF

172 hedge funds and large institutions have $594M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

7.65% more ownership

Funds ownership: 67.57%75.21% (+7.6%)

6% more capital invested

Capital invested by funds: $559M → $594M (+$35M)

5% more funds holding

Funds holding: 164172 (+8)

0% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 60

Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.73%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
20
Increased
60
Reduced
60
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$3.58M +$77.8K +558 +2%
MMA
27
Miracle Mile Advisors
California
$3.49M -$1.74M -12,506 -32%
LCGC
28
Legacy Capital Group California
California
$3.21M +$66.1K +474 +2%
TCMP
29
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.72M +$6.28K +45 +0.2%
BTWM
30
Baker Tilly Wealth Management
Wisconsin
$2.48M -$281K -2,016 -10%
GM
31
GeoWealth Management
Illinois
$2.47M +$2.14M +15,350 +492%
JAG
32
Journey Advisory Group
Kentucky
$2.44M -$32.1K -230 -1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.25M +$43.2K +310 +2%
Mariner
34
Mariner
Kansas
$2.18M +$1.55M +11,086 +212%
GVAG
35
Great Valley Advisor Group
Delaware
$2.17M +$47.3K +339 +2%
OWA
36
Outlook Wealth Advisors
Texas
$2.05M -$63K -452 -3%
Ameriprise
37
Ameriprise
Minnesota
$1.98M -$54.5K -391 -3%
RMA
38
Roffman Miller Associates
Pennsylvania
$1.95M +$8.65K +62 +0.4%
KW
39
KWB Wealth
California
$1.94M -$71.4K -512 -4%
WSTAM
40
Wilbanks Smith & Thomas Asset Management
Virginia
$1.65M +$1.72M +12,333 New
MCCP
41
Mission Creek Capital Partners
California
$1.64M +$565K +4,050 +49%
TFS
42
Thoroughbred Financial Services
Tennessee
$1.62M +$126K +900 +8%
UBS Group
43
UBS Group
Switzerland
$1.6M -$443K -3,180 -21%
CA
44
Cetera Advisors
Colorado
$1.48M -$17K -122 -1%
Daiwa Securities Group
45
Daiwa Securities Group
Japan
$1.47M -$55.8K -400 -4%
ACM
46
Absolute Capital Management
Pennsylvania
$1.42M +$1.48M +10,600 New
WS
47
Wedbush Securities
California
$1.36M -$27.3K -196 -2%
Goldman Sachs
48
Goldman Sachs
New York
$1.34M -$1.55M -11,119 -53%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.32M -$1.47M -10,569 -52%
IWM
50
IHT Wealth Management
Illinois
$1.3M +$66.7K +478 +5%

LGLV Hedge Fund Activity: Q3 2023 in Review

172 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2023, worth a combined $594M — up 6.3% from $559M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LGLV positions and 10 closed out — a net gain of 10 holders — while 60 added to existing stakes and 60 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $43.6M. The largest seller was Private Advisor Group, cutting an estimated $8.6M.

  • 172 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2023, up from 164 in Q2 2023.
  • Funds reported $594M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2023, up 6.3% quarter-over-quarter.
  • 20 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2023 and 10 closed out, a net change of +10 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2023 was Congress Wealth Management, an estimated $43.6M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2023 was Private Advisor Group, an estimated $8.6M sold.

Based on aggregated 13F filings for Q3 2023.