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State Street SPDR US Large Cap Low Volatility Index ETF

114 hedge funds and large institutions have $283M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

358% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 12

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

54% more capital invested

Capital invested by funds: $183M → $283M (+$99.8M)

34% more funds holding

Funds holding: 85114 (+29)

0.54% less ownership

Funds ownership: 33%32.47% (-0.54%)

Holders
114
Holders Change
+29
Holders Change %
+34.12%
% of All Funds
2.5%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
35
Increased
55
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.12M +$117K +1,064 +12%
Goldman Sachs
52
Goldman Sachs
New York
$1.11M -$2.46M -22,306 -69%
PCM
53
Penserra Capital Management
California
$1.1M +$1.09M +9,919 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$1M +$991K +8,989 New
BAM
55
Belpointe Asset Management
Nevada
$940K +$535K +4,850 +135%
TRCT
56
Tower Research Capital (TRC)
New York
$890K +$403K +3,656 +84%
SHIM
57
Stone House Investment Management
Pennsylvania
$837K +$278K +2,525 +51%
Axa
58
Axa
France
$814K +$131K +1,190 +19%
PFS
59
Prospera Financial Services
Texas
$775K +$766K +6,950 New
FAAS
60
First Allied Advisory Services
California
$716K +$224K +2,031 +46%
TFS
61
Thoroughbred Financial Services
Tennessee
$631K +$624K +5,660 New
SWP
62
Stratos Wealth Partners
Ohio
$530K -$38.7K -351 -7%
GTAM
63
Global Trust Asset Management
Florida
$503K +$497K +4,513 New
UCFA
64
United Capital Financial Advisors
Texas
$481K +$127K +1,151 +36%
BFA
65
Brendel Financial Advisors
New Hampshire
$454K +$448K +4,069 New
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$421K +$407K +3,694 +4,736%
RFN
67
RDA Financial Network
Iowa
$419K -$129K -1,167 -24%
VHAM
68
Van Hulzen Asset Management
California
$402K +$397K +3,603 New
Wells Fargo
69
Wells Fargo
California
$382K +$110 +1 +0%
Renaissance Technologies
70
Renaissance Technologies
New York
$379K -$1M -9,100 -73%
FF
71
Friedenthal Financial
New Jersey
$377K -$10.7K -97 -3%
IWS
72
Insight Wealth Strategies
California
$364K +$360K +3,263 New
Stifel Financial
73
Stifel Financial
Missouri
$356K +$28.9K +262 +9%
RPGK
74
Retirement Planning Group (Kansas)
Kansas
$354K +$350K +3,171 New
IAA
75
Independent Advisor Alliance
North Carolina
$350K +$347K +3,150 New

LGLV Hedge Fund Activity: Q3 2019 in Review

114 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2019, worth a combined $283M — up 54% from $183M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new LGLV positions and 6 closed out — a net gain of 29 holders — while 55 added to existing stakes and 12 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $20.3M. The largest seller was Barber Financial Group, cutting an estimated $11.7M.

  • 114 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2019, up from 85 in Q2 2019.
  • Funds reported $283M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2019, up 54% quarter-over-quarter.
  • 35 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2019 and 6 closed out, a net change of +29 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2019 was Ladenburg Thalmann Financial Services, an estimated $20.3M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2019 was Barber Financial Group, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2019.