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State Street SPDR US Large Cap Low Volatility Index ETF

164 hedge funds and large institutions have $559M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

41% more capital invested

Capital invested by funds: $396M → $559M (+$162M)

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

12% more funds holding

Funds holding: 146164 (+18)

8.38% more ownership

Funds ownership: 59.19%67.57% (+8.4%)

Holders
164
Holders Change
+18
Holders Change %
+12.33%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
34
Increased
61
Reduced
46
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
51
TS Financial Group (TSFG)
Illinois
$1.31M
IWM
52
IHT Wealth Management
Illinois
$1.3M -$909K -6,605 -42%
SMA
53
Sage Mountain Advisors
Georgia
$1.23M +$1.2M +8,756 New
FI
54
Financial Insights
Washington
$1.22M -$39.1K -284 -3%
MCCP
55
Mission Creek Capital Partners
California
$1.15M +$1.13M +8,209 New
MFA
56
Millington Financial Advisors
Illinois
$1.14M -$16.6K -121 -1%
HIS
57
Harvest Investment Services
Illinois
$1.14M -$359K -2,609 -24%
Citadel Advisors
58
Citadel Advisors
Florida
$1.13M +$1.1M +8,009 New
FGA
59
Fortis Group Advisors
New Jersey
$1.1M -$24.5K -178 -2%
SB
60
Strategic Blueprint
Georgia
$1.09M -$37.8K -275 -3%
RA
61
Riversedge Advisors
Delaware
$1.08M -$151K -1,097 -12%
MIA
62
Milestone Investment Advisors
Wisconsin
$1.05M -$478K -3,475 -32%
FPW
63
Flagship Private Wealth
Massachusetts
$1.05M -$55.7K -405 -5%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$1.04M -$64.8K -471 -6%
Jane Street
65
Jane Street
New York
$980K +$959K +6,971 New
AAS
66
Avantax Advisory Services
Texas
$973K +$200K +1,457 +27%
WEG
67
World Equity Group
Illinois
$958K +$938K +6,816 New
FAIM
68
Financial Advocates Investment Management
Washington
$908K +$45.4K +330 +5%
DWM
69
Darwin Wealth Management
Florida
$891K -$55.7K -405 -6%
FHA
70
Flagship Harbor Advisors
Massachusetts
$846K -$369K -2,682 -31%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$834K +$20.8K +151 +3%
IWN
72
Independent Wealth Network
Iowa
$789K +$772K +5,608 New
MA
73
Mutual Advisors
Nebraska
$770K -$61.5K -447 -8%
ECML
74
Eagle Capital Management (Louisiana)
Louisiana
$745K -$10.3K -75 -1%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$739K +$723K +5,253 New

LGLV Hedge Fund Activity: Q2 2023 in Review

164 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2023, worth a combined $559M — up 41% from $396M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LGLV positions and 15 closed out — a net gain of 19 holders — while 61 added to existing stakes and 46 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $35.4M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $10.7M.

  • 164 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2023, up from 146 in Q1 2023.
  • Funds reported $559M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2023, up 41% quarter-over-quarter.
  • 34 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2023 and 15 closed out, a net change of +19 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2023 was Wells Fargo, an estimated $35.4M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2023.