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State Street SPDR US Large Cap Low Volatility Index ETF

119 hedge funds and large institutions have $252M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $227M → $252M (+$25.3M)

4% more funds holding

Funds holding: 114119 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.12% less ownership

Funds ownership: 41.99%41.87% (-0.12%)

30% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 44

Holders
119
Holders Change
+5
Holders Change %
+4.39%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
31
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
5L
51
55I LLC
Massachusetts
$603K +$599K +4,528 New
GKWIM
52
Gerber Kawasaki Wealth & Investment Management
California
$560K +$211K +1,595 +61%
AIP
53
Almanack Investment Partners
Pennsylvania
$555K +$551K +4,167 New
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$539K -$2.17M -16,448 -80%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$524K -$541K -4,095 -51%
HWMA
56
Heritage Wealth Management (Arizona)
Arizona
$504K -$43.8K -331 -8%
HA
57
HYA Advisors
Missouri
$497K -$49.4K -374 -9%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$418K -$46.7K -353 -10%
APA
59
American Portfolios Advisors
New York
$392K +$190K +1,438 +95%
MA
60
Mezzasalma Advisors
New Jersey
$387K
BAM
61
Belpointe Asset Management
Nevada
$376K
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$362K +$360K +2,722 New
AAS
63
Avantax Advisory Services
Texas
$361K -$15.3K -116 -4%
TRCT
64
Tower Research Capital (TRC)
New York
$346K -$67.6K -511 -16%
SPIA
65
Steward Partners Investment Advisory
New York
$345K +$107K +810 +45%
CCFM
66
Clear Creek Financial Management
Washington
$331K +$329K +2,488 New
PAG
67
Private Advisor Group
New Jersey
$325K -$4.36K -33 -1%
CBFP
68
Cedar Brook Financial Partners
Ohio
$321K -$18.5K -140 -5%
MSAM
69
Moloney Securities Asset Management
Missouri
$318K
IA
70
Insight Advisors
Pennsylvania
$311K +$298K +2,251 New
AIC
71
Ameritas Investment Company
Nebraska
$308K
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$291K -$729K -5,512 -72%
FTUS
73
Flow Traders U.S.
New York
$291K +$289K +2,188 New
KPCM
74
Kings Point Capital Management
New York
$280K
Barclays
75
Barclays
United Kingdom
$276K +$274K +2,075 New

LGLV Hedge Fund Activity: Q2 2021 in Review

119 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2021, worth a combined $252M — up 11% from $227M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LGLV positions and 11 closed out — a net gain of 5 holders — while 31 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.02M. The largest seller was Bank of America, cutting an estimated $5.43M.

  • 119 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2021, up from 114 in Q1 2021.
  • Funds reported $252M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 16 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2021 and 11 closed out, a net change of +5 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2021 was LPL Financial, an estimated $9.02M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2021 was Bank of America, an estimated $5.43M sold.

Based on aggregated 13F filings for Q2 2021.