We are live on ! Find out more
LGLV icon

State Street SPDR US Large Cap Low Volatility Index ETF

146 hedge funds and large institutions have $396M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $364M → $396M (+$32M)

5% more funds holding

Funds holding: 139146 (+7)

1.13% more ownership

Funds ownership: 58.06%59.19% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 46

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
50
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KW
51
KWB Wealth
California
$1.03M +$37.5K +275 +4%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$1.01M -$17.6K -129 -2%
WS
53
Wedbush Securities
California
$977K +$973K +7,145 New
DWM
54
Darwin Wealth Management
Florida
$936K -$68.2K -501 -7%
FAIM
55
Financial Advocates Investment Management
Washington
$838K +$59.1K +434 +8%
MA
56
Mutual Advisors
Nebraska
$810K +$16.3K +120 +2%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$791K -$43.2K -317 -5%
AAS
58
Avantax Advisory Services
Texas
$748K +$156K +1,146 +27%
ECML
59
Eagle Capital Management (Louisiana)
Louisiana
$735K +$732K +5,373 New
Mariner
60
Mariner
Kansas
$728K
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$718K +$715K +5,251 New
CWS
62
Cypress Wealth Services
California
$706K
IWC
63
Integrated Wealth Concepts
Massachusetts
$687K -$1.33M -9,782 -66%
ISB
64
Iowa State Bank
Iowa
$563K +$104K +760 +23%
BI
65
Berkeley Inc
Idaho
$555K +$1.36K +10 +0.2%
HKIMG
66
Hutchens & Kramer Investment Management Group
Indiana
$551K -$183K -1,347 -25%
JWCA
67
J.W. Cole Advisors
Florida
$549K +$681 +5 +0.1%
CFD
68
Creative Financial Designs
Indiana
$542K -$43K -316 -7%
EWM
69
Empirical Wealth Management
Washington
$534K +$30K +220 +6%
VPP
70
Vertex Planning Partners
Illinois
$522K +$520K +3,817 New
IA
71
Insight Advisors
Pennsylvania
$505K +$11K +81 +2%
WMR
72
Wealth Management Resources
Rhode Island
$483K +$137K +1,005 +32%
HI
73
Harbour Investments
Wisconsin
$481K -$3.95K -29 -0.8%
FLA
74
Financial Life Advisors
Texas
$473K -$29K -213 -6%
LFA
75
Legacy Financial Advisors
Kentucky
$470K +$25.2K +185 +6%

LGLV Hedge Fund Activity: Q1 2023 in Review

146 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2023, worth a combined $396M — up 8.8% from $364M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LGLV positions and 17 closed out — a net gain of 10 holders — while 50 added to existing stakes and 46 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $11.7M. The largest seller was CX Institutional, exiting entirely with an estimated $12.8M sold.

  • 146 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2023, up from 139 in Q4 2022.
  • Funds reported $396M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 27 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2023 and 17 closed out, a net change of +10 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2023 was Thrivent Financial for Lutherans, an estimated $11.7M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2023 was CX Institutional, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2023.