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State Street SPDR US Large Cap Low Volatility Index ETF

156 hedge funds and large institutions have $490M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

4% more funds holding

Funds holding: 150156 (+6)

3.95% more ownership

Funds ownership: 67.82%71.77% (+4%)

1% less capital invested

Capital invested by funds: $494M → $490M (-$4.24M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 62

Holders
156
Holders Change
+6
Holders Change %
+4%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
17
Increased
40
Reduced
62
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
51
Family Capital Management
Michigan
$1.01M -$75.7K -497 -7%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$1.01M +$33.7K +221 +3%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$1.01M +$152 +1 +0%
RA
54
Riversedge Advisors
Delaware
$1.01M -$77.2K -507 -7%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$969K +$685K +4,500 +243%
FPW
56
Flagship Private Wealth
Massachusetts
$940K -$12K -79 -1%
Mariner
57
Mariner
Kansas
$864K -$32.4K -213 -4%
AAS
58
Avantax Advisory Services
Texas
$864K +$62.6K +411 +8%
TFGT
59
TS Financial Group (TSFG)
Illinois
$840K
MIA
60
Milestone Investment Advisors
Wisconsin
$837K +$3.81K +25 +0.5%
SB
61
Strategic Blueprint
Georgia
$824K -$74.2K -487 -8%
Jane Street
62
Jane Street
New York
$813K +$264K +1,735 +48%
ECML
63
Eagle Capital Management (Louisiana)
Louisiana
$808K +$3.81K +25 +0.5%
CWS
64
Cypress Wealth Services
California
$788K
IWC
65
Integrated Wealth Concepts
Massachusetts
$726K +$761 +5 +0.1%
MA
66
Mutual Advisors
Nebraska
$723K +$113K +745 +20%
DWM
67
Darwin Wealth Management
Florida
$709K -$76.3K -501 -10%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$682K -$224K -1,470 -25%
ISB
69
Iowa State Bank
Iowa
$662K -$107K -704 -14%
HIS
70
Harvest Investment Services
Illinois
$638K -$633K -4,156 -50%
WS
71
Wedbush Securities
California
$618K -$444K -2,917 -42%
IA
72
Insight Advisors
Pennsylvania
$605K +$12.6K +83 +2%
AWA
73
ARQ Wealth Advisors
Arizona
$598K -$88.8K -583 -13%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$597K -$72.5K -476 -11%
EWM
75
Empirical Wealth Management
Washington
$596K

LGLV Hedge Fund Activity: Q2 2024 in Review

156 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2024, worth a combined $490M — down 0.86% from $494M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new LGLV positions and 9 closed out — a net gain of 8 holders — while 40 added to existing stakes and 62 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $8.64M. The largest seller was First American Trust, cutting an estimated $13.7M.

  • 156 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2024, up from 150 in Q1 2024.
  • Funds reported $490M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2024, down 0.86% quarter-over-quarter.
  • 17 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2024 and 9 closed out, a net change of +8 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $8.64M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2024 was First American Trust, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2024.