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State Street SPDR US Large Cap Low Volatility Index ETF

115 hedge funds and large institutions have $295M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

17% more capital invested

Capital invested by funds: $252M → $295M (+$42.5M)

10% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 40

5.96% more ownership

Funds ownership: 41.87%47.83% (+6%)

3% less funds holding

Funds holding: 119115 (-4)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
7
Increased
44
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPW
51
Flagship Private Wealth
Massachusetts
$662K +$1.52K +11 +0.2%
FAIM
52
Financial Advocates Investment Management
Washington
$657K -$24.6K -178 -3%
SWP
53
Stratos Wealth Partners
Ohio
$624K -$14.8K -107 -2%
5L
54
55I LLC
Massachusetts
$607K +$2.77K +20 +0.4%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$598K -$204K -1,478 -25%
TRCT
56
Tower Research Capital (TRC)
New York
$564K +$225K +1,629 +63%
FLA
57
Financial Life Advisors
Texas
$563K -$67.7K -490 -10%
PAG
58
Private Advisor Group
New Jersey
$476K +$156K +1,126 +46%
IA
59
Insight Advisors
Pennsylvania
$424K +$97.2K +703 +31%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$414K -$4.98K -36 -1%
HWMA
61
Heritage Wealth Management (Arizona)
Arizona
$398K -$111K -802 -21%
HA
62
HYA Advisors
Missouri
$389K -$120K -870 -23%
BAM
63
Belpointe Asset Management
Nevada
$389K +$13.1K +95 +3%
MA
64
Mezzasalma Advisors
New Jersey
$385K -$2.9K -21 -0.7%
MML Investors Services
65
MML Investors Services
Massachusetts
$375K -$581K -4,205 -60%
AAS
66
Avantax Advisory Services
Texas
$365K +$1.52K +11 +0.4%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$348K -$184K -1,329 -34%
CCFM
68
Clear Creek Financial Management
Washington
$324K -$8.16K -59 -2%
CBFP
69
Cedar Brook Financial Partners
Ohio
$318K -$3.87K -28 -1%
AIC
70
Ameritas Investment Company
Nebraska
$309K
MSAM
71
Moloney Securities Asset Management
Missouri
$300K -$18.8K -136 -6%
SPIA
72
Steward Partners Investment Advisory
New York
$284K -$64.1K -464 -18%
KPCM
73
Kings Point Capital Management
New York
$281K
LFA
74
Legacy Financial Advisors
Kentucky
$269K
BRWA
75
B. Riley Wealth Advisors
Florida
$266K +$7.19K +52 +3%

LGLV Hedge Fund Activity: Q3 2021 in Review

115 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2021, worth a combined $295M — up 17% from $252M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LGLV and 7 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 44 added.

The largest buyer was First American Trust, opening a new position worth an estimated $17.7M. The largest seller was Howard Capital Management, exiting entirely with an estimated $1.91M sold.

  • 115 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2021, down from 119 in Q2 2021.
  • Funds reported $295M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2021, up 17% quarter-over-quarter.
  • 7 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2021 and 8 closed out, a net change of -1 holder.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2021 was First American Trust, an estimated $17.7M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2021 was Howard Capital Management, an estimated $1.91M sold.

Based on aggregated 13F filings for Q3 2021.