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State Street SPDR US Large Cap Low Volatility Index ETF

110 hedge funds and large institutions have $212M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.29% less ownership

Funds ownership: 41.29%37% (-4.3%)

9% less funds holding

Funds holding: 121110 (-11)

23% less capital invested

Capital invested by funds: $274M → $212M (-$62.5M)

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

52% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 50

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $380K

Holders
110
Holders Change
-11
Holders Change %
-9.09%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
15
Increased
24
Reduced
50
Closed
25
Calls
Puts
$380K
Net Calls
-$380K
Net Calls Change
-$380K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$193K -$5.38K -50 -3%
1832 Asset Management
77
1832 Asset Management
Ontario, Canada
$158K
RG
78
Retirement Group
California
$126K +$215 +2 +0.2%
BWL
79
Bogart Wealth LLC
Virginia
$122K +$17.8K +165 +17%
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$104K -$31K -288 -23%
CAAS
81
Capital Asset Advisory Services
Michigan
$104K
APA
82
American Portfolios Advisors
New York
$94.5K +$22.4K +208 +31%
CFGS
83
Concourse Financial Group Securities
Alabama
$89K
CI
84
CX Institutional
Indiana
$87K -$4.84K -45 -5%
FHA
85
Flagship Harbor Advisors
Massachusetts
$85K
PWMG
86
Prestige Wealth Management Group
New Jersey
$80K -$1.51K -14 -2%
WP
87
WealthShield Partners
North Carolina
$75K -$19.9K -185 -21%
AAP
88
Arax Advisory Partners
Colorado
$61K +$215 +2 +0.4%
CPW
89
Catalyst Private Wealth
California
$54K +$53.7K +499 New
S
90
SignatureFD
Georgia
$35K
PFA
91
Professional Financial Advisors
Nebraska
$35K +$35.3K +328 New
SFSIG
92
San Francisco Sentry Investment Group
California
$31K
NFG
93
Next Financial Group
Texas
$24K +$23.6K +219 New
LFG
94
LifePlan Financial Group
Ohio
$18K
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$17K -$2.36M -21,946 -99%
MHR
96
Matthew Hamilton Rosenberg
$17K
Fidelity Investments
97
Fidelity Investments
Massachusetts
$14K -$7.86K -73 -36%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$13K
US Bancorp
99
US Bancorp
Minnesota
$13K
Citigroup
100
Citigroup
New York
$11K -$28.7K -267 -73%

LGLV Hedge Fund Activity: Q3 2020 in Review

110 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2020, worth a combined $212M — down 23% from $274M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of LGLV and 15 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 24 added.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $3.89M. The largest seller was Creative Financial Designs, cutting an estimated $25.8M.

  • 110 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2020, down from 121 in Q2 2020.
  • Funds reported $212M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2020, down 23% quarter-over-quarter.
  • 15 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2020 and 25 closed out, a net change of -10 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2020 was Miracle Mile Advisors, an estimated $3.89M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2020 was Creative Financial Designs, an estimated $25.8M sold.

Based on aggregated 13F filings for Q3 2020.