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State Street SPDR US Large Cap Low Volatility Index ETF

127 hedge funds and large institutions have $302M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 36

3.11% more ownership

Funds ownership: 52.77%55.87% (+3.1%)

3% more capital invested

Capital invested by funds: $293M → $302M (+$8.31M)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less funds holding

Funds holding: 129127 (-2)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
16
Increased
43
Reduced
36
Closed
16
Calls
$66K
Puts
Net Calls
+$66K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Strategic Asset Management
Minnesota
$663K +$67.8K +502 +10%
CWS
52
Cypress Wealth Services
California
$640K +$135 +1 +0%
FPW
53
Flagship Private Wealth
Massachusetts
$636K +$111K +824 +19%
FLA
54
Financial Life Advisors
Texas
$610K -$60.1K -445 -8%
Ameriprise
55
Ameriprise
Minnesota
$604K +$1.62K +12 +0.2%
PWP
56
Perfromance Wealth Partners
Illinois
$598K +$411K +3,043 +168%
JWCA
57
J.W. Cole Advisors
Florida
$592K -$446K -3,305 -41%
EWM
58
Empirical Wealth Management
Washington
$516K -$27K -200 -5%
AC
59
Avant Capital
Louisiana
$499K -$1.76K -13 -0.3%
BI
60
Berkeley Inc
Idaho
$498K -$1.22K -9 -0.2%
Jane Street
61
Jane Street
New York
$473K -$269K -1,989 -34%
IA
62
Insight Advisors
Pennsylvania
$471K +$55.1K +408 +12%
HI
63
Harbour Investments
Wisconsin
$467K
LFA
64
Legacy Financial Advisors
Kentucky
$416K +$455K +3,369 New
TRCT
65
Tower Research Capital (TRC)
New York
$411K +$345K +2,552 +329%
WMR
66
Wealth Management Resources
Rhode Island
$385K +$1.22K +9 +0.3%
ISB
67
Iowa State Bank
Iowa
$385K +$15.4K +114 +4%
FAIM
68
Financial Advocates Investment Management
Washington
$374K +$405 +3 +0.1%
MHB
69
Midwest Heritage Bank
Iowa
$363K
CPA
70
Cardiff Park Advisors
California
$341K
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$340K -$30.3K -224 -8%
MA
72
Mezzasalma Advisors
New Jersey
$336K
TF
73
TIAA FSB
Florida
$317K
HNWAG
74
High Net Worth Advisory Group
Florida
$315K
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$308K -$13.4K -99 -4%

LGLV Hedge Fund Activity: Q3 2022 in Review

127 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2022, worth a combined $302M — up 2.8% from $293M a quarter earlier.

Fund positioning in LGLV was balanced in Q3 2022: 16 funds opened new positions, 16 closed out, 43 added to existing stakes and 36 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $14.2M. The largest seller was Almanack Investment Partners, exiting entirely with an estimated $7.52M sold.

  • 127 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2022, down from 129 in Q2 2022.
  • Funds reported $302M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2022, up 2.8% quarter-over-quarter.
  • 16 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2022 and 16 closed out, a net change of 0 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2022 was Osaic Holdings, an estimated $14.2M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2022 was Almanack Investment Partners, an estimated $7.52M sold.

Based on aggregated 13F filings for Q3 2022.