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State Street SPDR US Large Cap Low Volatility Index ETF

129 hedge funds and large institutions have $293M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

2% more funds holding

Funds holding: 127129 (+2)

0.86% less ownership

Funds ownership: 53.62%52.77% (-0.86%)

15% less capital invested

Capital invested by funds: $345M → $293M (-$51.9M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 45

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
2.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
21
Increased
37
Reduced
45
Closed
18
Calls
$70K
Puts
Net Calls
+$70K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
51
Cypress Wealth Services
California
$676K +$137 +1 +0%
Ameriprise
52
Ameriprise
Minnesota
$639K -$174K -1,272 -21%
SAM
53
Strategic Asset Management
Minnesota
$638K +$102K +741 +18%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$626K +$294K +2,144 +81%
EWM
55
Empirical Wealth Management
Washington
$574K
FPW
56
Flagship Private Wealth
Massachusetts
$567K -$3.84K -28 -0.6%
AC
57
Avant Capital
Louisiana
$531K +$1.23K +9 +0.2%
BI
58
Berkeley Inc
Idaho
$529K -$47.7K -348 -8%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$497K +$397K +2,896 +324%
IA
60
Insight Advisors
Pennsylvania
$471K -$22.4K -163 -5%
HI
61
Harbour Investments
Wisconsin
$467K +$490K +3,570 New
CP
62
Castleview Partners
Texas
$438K +$1.61M +11,722 +2,658%
WMR
63
Wealth Management Resources
Rhode Island
$408K +$2.19K +16 +0.5%
FAIM
64
Financial Advocates Investment Management
Washington
$397K -$15.8K -115 -4%
ISB
65
Iowa State Bank
Iowa
$394K
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$390K +$549 +4 +0.1%
AAS
67
Avantax Advisory Services
Texas
$389K -$18.8K -137 -4%
MHB
68
Midwest Heritage Bank
Iowa
$385K -$3.29K -24 -0.8%
CPA
69
Cardiff Park Advisors
California
$362K +$208K +1,520 +122%
HWMA
70
Heritage Wealth Management (Arizona)
Arizona
$359K -$29.6K -216 -7%
MA
71
Mezzasalma Advisors
New Jersey
$357K
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$340K -$5.49K -40 -2%
TF
73
TIAA FSB
Florida
$336K +$352K +2,568 New
HNWAG
74
High Net Worth Advisory Group
Florida
$334K
BAM
75
Belpointe Asset Management
Nevada
$327K

LGLV Hedge Fund Activity: Q2 2022 in Review

129 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2022, worth a combined $293M — down 15% from $345M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LGLV positions and 18 closed out — a net gain of 3 holders — while 37 added to existing stakes and 45 trimmed.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $8.27M. The largest seller was Win Advisors, exiting entirely with an estimated $25.6M sold.

  • 129 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2022, up from 127 in Q1 2022.
  • Funds reported $293M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 21 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2022 and 18 closed out, a net change of +3 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $8.27M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2022 was Win Advisors, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2022.