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State Street SPDR US Large Cap Low Volatility Index ETF

121 hedge funds and large institutions have $274M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.3% less ownership

Funds ownership: 51.59%41.29% (-10%)

13% less funds holding

Funds holding: 139121 (-18)

30% less capital invested

Capital invested by funds: $394M → $274M (-$120M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

40% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 55

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
121
Holders Change
-18
Holders Change %
-12.95%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
14
Increased
33
Reduced
55
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
51
Thoroughbred Financial Services
Tennessee
$807K -$681K -6,857 -46%
C1AG
52
Client 1st Advisory Group
Florida
$740K -$2.54M -25,590 -79%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$643K -$4.7M -47,351 -88%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$582K -$7.78M -78,367 -93%
SWP
55
Stratos Wealth Partners
Ohio
$558K -$1.99K -20 -0.4%
KM
56
Kalos Management
Georgia
$523K -$23.3K -235 -5%
AAS
57
Avantax Advisory Services
Texas
$484K -$14.9K -150 -3%
HA
58
HYA Advisors
Missouri
$417K +$695 +7 +0.2%
SHIM
59
Stone House Investment Management
Pennsylvania
$387K +$376K +3,792 New
SCM
60
Stonehearth Capital Management
Massachusetts
$375K -$20.6K -208 -6%
CCFM
61
Clear Creek Financial Management
Washington
$374K +$364K +3,667 New
PAG
62
Private Advisor Group
New Jersey
$372K -$806K -8,119 -69%
Wells Fargo
63
Wells Fargo
California
$369K -$993 -10 -0.3%
Jane Street
64
Jane Street
New York
$368K -$267K -2,695 -43%
CWS
65
Cypress Wealth Services
California
$358K -$12.6K -127 -3%
XS
66
XR Securities
Illinois
$347K +$337K +3,397 New
RPGK
67
Retirement Planning Group (Kansas)
Kansas
$318K -$109K -1,096 -26%
MCIA
68
Mountain Capital Investment Advisors
Colorado
$310K -$32.2K -324 -10%
BAM
69
Belpointe Asset Management
Nevada
$304K -$527K -5,310 -64%
CBFP
70
Cedar Brook Financial Partners
Ohio
$292K +$496 +5 +0.2%
SFS
71
Sowell Financial Services
Arkansas
$290K -$130K -1,314 -32%
SWM
72
SeaCrest Wealth Management
New York
$286K -$9.93K -100 -3%
SPC
73
Sigma Planning Corp
Michigan
$282K +$6.15K +62 +2%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$271K
AWA
75
Arete Wealth Advisors
Illinois
$268K -$2.73M -27,502 -91%

LGLV Hedge Fund Activity: Q2 2020 in Review

121 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2020, worth a combined $274M — down 30% from $394M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of LGLV and 14 opened new positions — a net loss of 17 holders — while 55 trimmed existing stakes and 33 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.18M. The largest seller was AE Wealth Management, cutting an estimated $32.3M.

  • 121 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2020, down from 139 in Q1 2020.
  • Funds reported $274M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2020, down 30% quarter-over-quarter.
  • 14 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2020 and 31 closed out, a net change of -17 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $2.18M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2020 was AE Wealth Management, an estimated $32.3M sold.

Based on aggregated 13F filings for Q2 2020.