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State Street SPDR US Large Cap Low Volatility Index ETF

85 hedge funds and large institutions have $183M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 8

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

101% more capital invested

Capital invested by funds: $91.3M → $183M (+$91.9M)

31% more funds holding

Funds holding: 6585 (+20)

4.11% more ownership

Funds ownership: 28.89%33% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
85
Holders Change
+20
Holders Change %
+30.77%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
37
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$466K +$202K +1,941 +81%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$407K +$14.4K +138 +4%
BAM
53
Belpointe Asset Management
Nevada
$386K +$373K +3,582 New
FF
54
Friedenthal Financial
New Jersey
$375K +$362K +3,480 New
Wells Fargo
55
Wells Fargo
California
$369K -$104 -1 -0%
UCFA
56
United Capital Financial Advisors
Texas
$340K -$9.06K -87 -3%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$318K
Stifel Financial
58
Stifel Financial
Missouri
$318K +$306K +2,939 New
EFL
59
ERn Financial LLC
Wisconsin
$306K +$104 +1 +0%
RMAM
60
Raab & Moskowitz Asset Management
New Jersey
$252K
LNC
61
Lincoln National Corp
Pennsylvania
$247K -$57.2K -549 -19%
WP
62
WealthPLAN Partners
Nebraska
$233K +$220K +2,111 New
CAM
63
Concorde Asset Management
Michigan
$215K +$207K +1,991 New
PSF
64
Pacific Sun Financial
California
$215K +$208K +2,000 New
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$182K +$67.2K +645 +63%
1832 Asset Management
66
1832 Asset Management
Ontario, Canada
$157K -$65.4K -628 -30%
CIAS
67
Capital Investment Advisory Services
North Carolina
$114K +$22.9K +220 +27%
DWM
68
Doyle Wealth Management
Florida
$38K +$36.5K +350 New
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$30K
Citigroup
70
Citigroup
New York
$29K
FHA
71
Flagship Harbor Advisors
Massachusetts
$21K
LFG
72
LifePlan Financial Group
Ohio
$21K +$2.6K +25 +15%
BWL
73
Bogart Wealth LLC
Virginia
$15K +$14.9K +143 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
$14K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$13K

LGLV Hedge Fund Activity: Q2 2019 in Review

85 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2019, worth a combined $183M — up 101% from $91.3M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new LGLV positions and 9 closed out — a net gain of 20 holders — while 37 added to existing stakes and 8 trimmed.

The largest buyer was CX Institutional, opening a new position worth an estimated $10.4M. The largest seller was Oakwood Capital Management, exiting entirely with an estimated $1.39M sold.

  • 85 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2019, up from 65 in Q1 2019.
  • Funds reported $183M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2019, up 101% quarter-over-quarter.
  • 29 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2019 and 9 closed out, a net change of +20 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2019 was CX Institutional, an estimated $10.4M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2019 was Oakwood Capital Management, an estimated $1.39M sold.

Based on aggregated 13F filings for Q2 2019.