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State Street SPDR US Large Cap Low Volatility Index ETF

127 hedge funds and large institutions have $345M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.76% more ownership

Funds ownership: 51.87%53.62% (+1.8%)

2% less capital invested

Capital invested by funds: $353M → $345M (-$7.49M)

7% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 46

4% less funds holding

Funds holding: 132127 (-5)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
127
Holders Change
-5
Holders Change %
-3.79%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
10
Increased
43
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
76
Clear Creek Financial Management
Washington
$311K -$29K -207 -9%
AR
77
Apeiron RIA
Texas
$305K -$140 -1 -0%
KPCM
78
Kings Point Capital Management
New York
$302K
5L
79
55I LLC
Massachusetts
$299K -$176K -1,255 -38%
SPIA
80
Steward Partners Investment Advisory
New York
$288K -$12K -86 -4%
FANJ
81
Financial Architects (New Jersey)
New Jersey
$281K -$3.08K -22 -1%
HA
82
HYA Advisors
Missouri
$279K -$130K -928 -32%
MSAM
83
Moloney Securities Asset Management
Missouri
$271K -$14K -100 -5%
LNC
84
Lincoln National Corp
Pennsylvania
$251K +$701 +5 +0.3%
PSF
85
Pacific Sun Financial
California
$249K -$16.8K -120 -6%
UIA
86
Ulland Investment Advisors
Minnesota
$238K -$35K -250 -13%
IFG
87
Independent Financial Group
California
$234K +$4.34K +31 +2%
MWM
88
McNaughton Wealth Management
California
$222K
JMPWA
89
JP Morgan Private Wealth Advisors
California
$218K +$9.81K +70 +5%
CBFP
90
Cedar Brook Financial Partners
Ohio
$217K +$841 +6 +0.4%
FZCM
91
Flynn Zito Capital Management
New York
$215K +$701 +5 +0.3%
AWM
92
Accel Wealth Management
Iowa
$209K
1832 Asset Management
93
1832 Asset Management
Ontario, Canada
$207K
RMAM
94
Raab & Moskowitz Asset Management
New Jersey
$204K -$40.6K -290 -17%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$201K -$1.96K -14 -1%
BFG
96
Bouchey Financial Group
New York
$201K +$196K +1,400 New
LAS
97
Lloyd Advisory Services
Georgia
$182K -$60.7K -433 -25%
CPA
98
Cardiff Park Advisors
California
$179K
IA
99
IFP Advisors
Florida
$176K +$267K +1,903 +3,884%
BWL
100
Bogart Wealth LLC
Virginia
$158K -$10.9K -78 -7%

LGLV Hedge Fund Activity: Q1 2022 in Review

127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2022, worth a combined $345M — down 2.1% from $353M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of LGLV and 10 opened new positions — a net loss of 4 holders — while 46 trimmed existing stakes and 43 added.

The largest buyer was Win Advisors, opening a new position worth an estimated $24.9M. The largest seller was Ameriprise, cutting an estimated $17.5M.

  • 127 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2022, down from 132 in Q4 2021.
  • Funds reported $345M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2022, down 2.1% quarter-over-quarter.
  • 10 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2022 and 14 closed out, a net change of -4 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2022 was Win Advisors, an estimated $24.9M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2022 was Ameriprise, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2022.