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State Street SPDR US Large Cap Low Volatility Index ETF

121 hedge funds and large institutions have $274M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.3% less ownership

Funds ownership: 51.59%41.29% (-10%)

13% less funds holding

Funds holding: 139121 (-18)

30% less capital invested

Capital invested by funds: $394M → $274M (-$120M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

40% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 55

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
121
Holders Change
-18
Holders Change %
-12.95%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
14
Increased
33
Reduced
55
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$249K -$1.89M -18,997 -89%
MSAM
77
Moloney Securities Asset Management
Missouri
$243K
AIC
78
Ameritas Investment Company
Nebraska
$236K
CC
79
Copperleaf Capital
North Carolina
$235K +$229K +2,306 New
RFN
80
RDA Financial Network
Iowa
$231K -$348K -3,505 -61%
PSF
81
Pacific Sun Financial
California
$224K -$1.99K -20 -0.9%
KPCM
82
Kings Point Capital Management
New York
$215K
NWP
83
Northstar Wealth Partners
Connecticut
$210K +$205K +2,065 New
RWA
84
Redhawk Wealth Advisors
Minnesota
$204K -$24.7K -249 -11%
SPIA
85
Steward Partners Investment Advisory
New York
$187K -$4.96K -50 -3%
FANJ
86
Financial Architects (New Jersey)
New Jersey
$186K +$20.2K +204 +13%
1832 Asset Management
87
1832 Asset Management
Ontario, Canada
$148K
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
$128K -$470K -4,739 -79%
RG
89
Retirement Group
California
$119K +$115K +1,162 New
CAAS
90
Capital Asset Advisory Services
Michigan
$105K +$18.1K +182 +23%
BWL
91
Bogart Wealth LLC
Virginia
$99K
WP
92
WealthShield Partners
North Carolina
$89K +$99 +1 +0.1%
CI
93
CX Institutional
Indiana
$87K -$22.2K -224 -21%
CFGS
94
Concourse Financial Group Securities
Alabama
$84K
FHA
95
Flagship Harbor Advisors
Massachusetts
$80K -$24.8K -250 -24%
PWMG
96
Prestige Wealth Management Group
New Jersey
$76K -$2.21M -22,240 -97%
APA
97
American Portfolios Advisors
New York
$67.8K +$8.14K +82 +14%
AAP
98
Arax Advisory Partners
Colorado
$57K +$298 +3 +0.5%
FCM
99
Firestone Capital Management
Florida
$51K
Citigroup
100
Citigroup
New York
$37K

LGLV Hedge Fund Activity: Q2 2020 in Review

121 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2020, worth a combined $274M — down 30% from $394M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of LGLV and 14 opened new positions — a net loss of 17 holders — while 55 trimmed existing stakes and 33 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.18M. The largest seller was AE Wealth Management, cutting an estimated $32.3M.

  • 121 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2020, down from 139 in Q1 2020.
  • Funds reported $274M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2020, down 30% quarter-over-quarter.
  • 14 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2020 and 31 closed out, a net change of -17 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $2.18M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2020 was AE Wealth Management, an estimated $32.3M sold.

Based on aggregated 13F filings for Q2 2020.