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State Street SPDR US Large Cap Low Volatility Index ETF

115 hedge funds and large institutions have $295M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

17% more capital invested

Capital invested by funds: $252M → $295M (+$42.5M)

10% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 40

5.96% more ownership

Funds ownership: 41.87%47.83% (+6%)

3% less funds holding

Funds holding: 119115 (-4)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
7
Increased
44
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
76
Financial Architects (New Jersey)
New Jersey
$263K
PSF
77
Pacific Sun Financial
California
$247K +$256K +1,850 New
LNC
78
Lincoln National Corp
Pennsylvania
$231K +$829 +6 +0.3%
MWM
79
McNaughton Wealth Management
California
$207K
RMAM
80
Raab & Moskowitz Asset Management
New Jersey
$201K -$13.1K -95 -6%
LAS
81
Lloyd Advisory Services
Georgia
$197K +$75.2K +544 +58%
1832 Asset Management
82
1832 Asset Management
Ontario, Canada
$195K
AWM
83
Accel Wealth Management
Iowa
$193K
CAAS
84
Capital Asset Advisory Services
Michigan
$177K -$691 -5 -0.4%
BWL
85
Bogart Wealth LLC
Virginia
$156K +$138 +1 +0.1%
RG
86
Retirement Group
California
$114K +$276 +2 +0.2%
CWA
87
Clearview Wealth Advisors
Oregon
$106K -$11.1K -80 -9%
PWMG
88
Prestige Wealth Management Group
New Jersey
$98K
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$86K +$276 +2 +0.3%
AAP
90
Arax Advisory Partners
Colorado
$77K +$276 +2 +0.3%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$76K
US Bancorp
92
US Bancorp
Minnesota
$49K +$33.6K +243 +198%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$48K +$27.5K +199 +123%
MIM
94
Macroview Investment Management
Maryland
$46K +$138 +1 +0.3%
S
95
SignatureFD
Georgia
$43K
TC
96
Tacita Capital
Ontario, Canada
$42K
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$31K +$138 +1 +0.4%
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$30K -$345K -2,499 -92%
APA
99
American Portfolios Advisors
New York
$28.4K -$378K -2,735 -93%
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$25K

LGLV Hedge Fund Activity: Q3 2021 in Review

115 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2021, worth a combined $295M — up 17% from $252M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LGLV and 7 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 44 added.

The largest buyer was First American Trust, opening a new position worth an estimated $17.7M. The largest seller was Howard Capital Management, exiting entirely with an estimated $1.91M sold.

  • 115 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2021, down from 119 in Q2 2021.
  • Funds reported $295M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2021, up 17% quarter-over-quarter.
  • 7 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2021 and 8 closed out, a net change of -1 holder.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2021 was First American Trust, an estimated $17.7M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2021 was Howard Capital Management, an estimated $1.91M sold.

Based on aggregated 13F filings for Q3 2021.