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State Street SPDR US Large Cap Low Volatility Index ETF

114 hedge funds and large institutions have $283M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

358% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 12

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

54% more capital invested

Capital invested by funds: $183M → $283M (+$99.8M)

34% more funds holding

Funds holding: 85114 (+29)

0.54% less ownership

Funds ownership: 33%32.47% (-0.54%)

Holders
114
Holders Change
+29
Holders Change %
+34.12%
% of All Funds
2.5%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
35
Increased
55
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthPLAN Partners
Nebraska
$338K +$100K +910 +43%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$329K
RMAM
78
Raab & Moskowitz Asset Management
New Jersey
$319K +$57.2K +519 +22%
EFL
79
ERn Financial LLC
Wisconsin
$301K -$15.7K -142 -5%
LNC
80
Lincoln National Corp
Pennsylvania
$272K +$16.2K +147 +6%
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$266K +$79.1K +718 +43%
NA
82
NewEdge Advisors
Louisiana
$251K +$248K +2,249 New
W
83
Wealthquest
Ohio
$244K +$242K +2,194 New
KPCM
84
Kings Point Capital Management
New York
$235K +$232K +2,104 New
PSF
85
Pacific Sun Financial
California
$229K +$5.51K +50 +3%
CAM
86
Concorde Asset Management
Michigan
$221K -$661 -6 -0.3%
FEM
87
Fulcrum Equity Management
Texas
$213K +$210K +1,909 New
CIAS
88
Capital Investment Advisory Services
North Carolina
$181K +$63.4K +575 +55%
1832 Asset Management
89
1832 Asset Management
Ontario, Canada
$163K
Fidelity Investments
90
Fidelity Investments
Massachusetts
$134K +$118K +1,074 +852%
BWL
91
Bogart Wealth LLC
Virginia
$93K +$76.5K +694 +485%
SFS
92
Sowell Financial Services
Arkansas
$79K +$78.6K +713 New
FANJ
93
Financial Architects (New Jersey)
New Jersey
$66K +$65.4K +593 New
WP
94
WealthShield Partners
North Carolina
$65K +$64.1K +582 New
IA
95
IFP Advisors
Florida
$44K +$44.4K +403 New
Citigroup
96
Citigroup
New York
$41K +$11K +100 +37%
S
97
SignatureFD
Georgia
$36K +$35.6K +323 New
PCIA
98
Prime Capital Investment Advisors
Kansas
$34K +$33.7K +306 New
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$31K
NFG
100
Next Financial Group
Texas
$31K +$30.4K +276 New

LGLV Hedge Fund Activity: Q3 2019 in Review

114 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2019, worth a combined $283M — up 54% from $183M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new LGLV positions and 6 closed out — a net gain of 29 holders — while 55 added to existing stakes and 12 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $20.3M. The largest seller was Barber Financial Group, cutting an estimated $11.7M.

  • 114 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2019, up from 85 in Q2 2019.
  • Funds reported $283M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2019, up 54% quarter-over-quarter.
  • 35 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2019 and 6 closed out, a net change of +29 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2019 was Ladenburg Thalmann Financial Services, an estimated $20.3M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2019 was Barber Financial Group, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2019.