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State Street SPDR US Large Cap Low Volatility Index ETF

172 hedge funds and large institutions have $594M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

7.65% more ownership

Funds ownership: 67.57%75.21% (+7.6%)

6% more capital invested

Capital invested by funds: $559M → $594M (+$35M)

5% more funds holding

Funds holding: 164172 (+8)

0% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 60

Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.73%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
20
Increased
60
Reduced
60
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
51
Family Capital Management
Michigan
$1.29M -$118K -845 -8%
SSWM
52
Sheets Smith Wealth Management
North Carolina
$1.29M +$1.34M +9,624 New
TFGT
53
TS Financial Group (TSFG)
Illinois
$1.24M
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$1.24M -$64.7K -464 -5%
ECA
55
Elevated Capital Advisors
Utah
$1.23M -$181K -1,296 -12%
SMA
56
Sage Mountain Advisors
Georgia
$1.17M
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$1.13M +$153K +1,096 +15%
HIS
58
Harvest Investment Services
Illinois
$1.13M +$48.3K +346 +4%
FI
59
Financial Insights
Washington
$1.1M -$50.5K -362 -4%
FGA
60
Fortis Group Advisors
New Jersey
$1.1M +$32.1K +230 +3%
MIA
61
Milestone Investment Advisors
Wisconsin
$1.01M +$12.7K +91 +1%
RA
62
Riversedge Advisors
Delaware
$1.01M -$17.6K -126 -2%
SB
63
Strategic Blueprint
Georgia
$1.01M -$23.2K -166 -2%
FPW
64
Flagship Private Wealth
Massachusetts
$1M +$7.81K +56 +0.8%
MFA
65
Millington Financial Advisors
Illinois
$971K -$118K -847 -10%
IWN
66
Independent Wealth Network
Iowa
$935K +$195K +1,396 +25%
PAG
67
Private Advisor Group
New Jersey
$920K -$8.6M -61,642 -90%
MSFS
68
Main Street Financial Solutions
Pennsylvania
$920K -$3.05M -21,890 -76%
FAIM
69
Financial Advocates Investment Management
Washington
$915K +$55.1K +395 +6%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$912K -$1.11M -7,943 -54%
DWM
71
Darwin Wealth Management
Florida
$847K -$837 -6 -0.1%
LCWP
72
Legacy Capital Wealth Partners
Arkansas
$809K +$845K +6,058 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$800K +$7.81K +56 +0.9%
VA
74
Valmark Advisers
Ohio
$745K +$418K +2,996 +116%
ISB
75
Iowa State Bank
Iowa
$735K +$78.5K +563 +11%

LGLV Hedge Fund Activity: Q3 2023 in Review

172 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2023, worth a combined $594M — up 6.3% from $559M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LGLV positions and 10 closed out — a net gain of 10 holders — while 60 added to existing stakes and 60 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $43.6M. The largest seller was Private Advisor Group, cutting an estimated $8.6M.

  • 172 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2023, up from 164 in Q2 2023.
  • Funds reported $594M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2023, up 6.3% quarter-over-quarter.
  • 20 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2023 and 10 closed out, a net change of +10 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2023 was Congress Wealth Management, an estimated $43.6M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2023 was Private Advisor Group, an estimated $8.6M sold.

Based on aggregated 13F filings for Q3 2023.