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State Street SPDR US Large Cap Low Volatility Index ETF

118 hedge funds and large institutions have $230M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

9% more capital invested

Capital invested by funds: $212M → $230M (+$18.4M)

7% more funds holding

Funds holding: 110118 (+8)

1.25% more ownership

Funds ownership: 37%38.25% (+1.3%)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
118
Holders Change
+8
Holders Change %
+7.27%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
34
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FLA
51
Financial Life Advisors
Texas
$608K
SWP
52
Stratos Wealth Partners
Ohio
$595K -$22.3K -194 -4%
MML Investors Services
53
MML Investors Services
Massachusetts
$572K -$89.7K -781 -14%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$570K -$313K -2,728 -36%
CWS
55
Cypress Wealth Services
California
$541K +$518K +4,511 New
KM
56
Kalos Management
Georgia
$521K -$24.3K -212 -5%
FAIM
57
Financial Advocates Investment Management
Washington
$502K +$86.6K +754 +22%
HA
58
HYA Advisors
Missouri
$492K +$1.26K +11 +0.3%
SHIM
59
Stone House Investment Management
Pennsylvania
$438K -$4.48K -39 -1%
CCFM
60
Clear Creek Financial Management
Washington
$385K +$369K +3,214 New
MA
61
Mezzasalma Advisors
New Jersey
$379K +$363K +3,161 New
SAG
62
Spotlight Asset Group
Illinois
$375K -$447K -3,897 -55%
BAM
63
Belpointe Asset Management
Nevada
$358K
AAS
64
Avantax Advisory Services
Texas
$337K -$2M -17,396 -86%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$328K -$1.5M -13,080 -83%
SFS
66
Sowell Financial Services
Arkansas
$327K
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$319K -$59K -514 -16%
CBFP
68
Cedar Brook Financial Partners
Ohio
$304K +$2.3K +20 +0.8%
JFS
69
JD Financial Services
Pennsylvania
$294K +$282K +2,454 New
PAG
70
Private Advisor Group
New Jersey
$292K -$7.46K -65 -3%
MSAM
71
Moloney Securities Asset Management
Missouri
$292K
VWA
72
Visionary Wealth Advisors
Illinois
$289K -$73.4K -639 -21%
AIC
73
Ameritas Investment Company
Nebraska
$278K
RA
74
RFG Advisory
Alabama
$257K -$288K -2,512 -54%
GKWIM
75
Gerber Kawasaki Wealth & Investment Management
California
$253K +$243K +2,114 New

LGLV Hedge Fund Activity: Q4 2020 in Review

118 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q4 2020, worth a combined $230M — up 8.7% from $212M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LGLV positions and 13 closed out — a net gain of 12 holders — while 34 added to existing stakes and 38 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.99M. The largest seller was Capital Analysts LLC, exiting entirely with an estimated $6.87M sold.

  • 118 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q4 2020, up from 110 in Q3 2020.
  • Funds reported $230M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q4 2020, up 8.7% quarter-over-quarter.
  • 25 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q4 2020 and 13 closed out, a net change of +12 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q4 2020 was Ameriprise, an estimated $2.99M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q4 2020 was Capital Analysts LLC, an estimated $6.87M sold.

Based on aggregated 13F filings for Q4 2020.