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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

119 hedge funds and large institutions have $252M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $227M → $252M (+$25.3M)

4% more funds holding

Funds holding: 114 → 119 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.12% less ownership

Funds ownership: 41.99% → 41.87% (-0.12%)

30% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 44

Holders
119
Holders Change
+5
Holders Change %
+4.39%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
31
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.02M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.25M
3
Truist Financial
Truist Financial
North Carolina
+$1.21M
4
IMC Chicago
IMC Chicago
Illinois
+$823K
5
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$708K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.43M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.17M
3
Ameriprise
Ameriprise
Minnesota
-$1.94M
4
Morgan Stanley
Morgan Stanley
New York
-$1.41M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
76
Legacy Financial Advisors
Kentucky
$268K – – –
FANJ
77
Financial Architects (New Jersey)
New Jersey
$263K +$132 +1 +0.1%
BRWA
78
B. Riley Wealth Advisors
Florida
$259K +$13.2K +100 +5%
LNC
79
Lincoln National Corp
Pennsylvania
$230K -$10.4K -79 -4%
RMAM
80
Raab & Moskowitz Asset Management
New Jersey
$213K -$6.87K -52 -3%
MWM
81
McNaughton Wealth Management
California
$206K +$205K +1,548 New
1832 Asset Management
82
1832 Asset Management
Ontario, Canada
$194K – – –
AWM
83
Accel Wealth Management
Iowa
$192K – – –
CAAS
84
Capital Asset Advisory Services
Michigan
$177K -$20.4K -154 -10%
BWL
85
Bogart Wealth LLC
Virginia
$156K -$925 -7 -0.6%
LAS
86
Lloyd Advisory Services
Georgia
$124K +$123K +932 New
CWA
87
Clearview Wealth Advisors
Oregon
$116K -$23.5K -178 -17%
RG
88
Retirement Group
California
$113K +$132 +1 +0.1%
CFGS
89
Concourse Financial Group Securities
Alabama
$109K – – –
PWMG
90
Prestige Wealth Management Group
New Jersey
$98K – – –
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$86K +$397 +3 +0.5%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$76K +$75.8K +573 New
AAP
93
Arax Advisory Partners
Colorado
$76K +$75.9K +574 New
PWS
94
Paragon Wealth Strategies
Florida
$61K +$60.5K +458 New
CP
95
Castleview Partners
Texas
$59K +$58.3K +441 New
MIM
96
Macroview Investment Management
Maryland
$46K +$132 +1 +0.3%
S
97
SignatureFD
Georgia
$43K – – –
TC
98
Tacita Capital
Ontario, Canada
$42K – – –
SFSIG
99
San Francisco Sentry Investment Group
California
$38K – – –
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$31K +$30.5K +231 New
2 3
4
5 6

LGLV Hedge Fund Activity: Q2 2021 in Review

119 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2021, worth a combined $252M — up 11% from $227M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LGLV positions and 11 closed out — a net gain of 5 holders — while 31 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.02M. The largest seller was Bank of America, cutting an estimated $5.43M.

  • 119 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2021, up from 114 in Q1 2021.
  • Funds reported $252M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 16 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2021 and 11 closed out, a net change of +5 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2021 was LPL Financial, an estimated $9.02M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2021 was Bank of America, an estimated $5.43M sold.

Based on aggregated 13F filings for Q2 2021.