State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
132 hedge funds and large institutions have $353M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 11 closing their positions.
173% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 11
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
20% more capital invested
Capital invested by funds: $295M → $353M (+$57.8M)
15% more funds holding
Funds holding: 115 → 132 (+17)
4.04% more ownership
Funds ownership: 47.83% → 51.87% (+4%)
10% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$12.2M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$6.27M |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$3.43M |
| 5 |
SMA
Sage Mountain Advisors
Atlanta,
Georgia
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$17.8M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$3.11M |
| 3 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$2.71M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.02M |
| 5 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
-$1.4M |
LGLV Hedge Fund Activity: Q4 2021 in Review
132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q4 2021, worth a combined $353M — up 20% from $295M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new LGLV positions and 11 closed out — a net gain of 19 holders — while 38 added to existing stakes and 42 trimmed.
The largest buyer was Almanack Investment Partners, opening a new position worth an estimated $12.2M. The largest seller was Bank of America, cutting an estimated $17.8M.
- 132 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q4 2021, up from 115 in Q3 2021.
- Funds reported $353M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q4 2021, up 20% quarter-over-quarter.
- 30 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q4 2021 and 11 closed out, a net change of +19 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q4 2021 was Almanack Investment Partners, an estimated $12.2M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q4 2021 was Bank of America, an estimated $17.8M sold.
Based on aggregated 13F filings for Q4 2021.