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State Street SPDR US Large Cap Low Volatility Index ETF

129 hedge funds and large institutions have $293M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

2% more funds holding

Funds holding: 127129 (+2)

0.86% less ownership

Funds ownership: 53.62%52.77% (-0.86%)

15% less capital invested

Capital invested by funds: $345M → $293M (-$51.9M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 45

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
2.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
21
Increased
37
Reduced
45
Closed
18
Calls
$70K
Puts
Net Calls
+$70K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Ameritas Advisory Services
Nebraska
$303K
SPIA
77
Steward Partners Investment Advisory
New York
$265K +$2.61K +19 +0.9%
MML Investors Services
78
MML Investors Services
Massachusetts
$262K -$36.3K -265 -12%
HA
79
HYA Advisors
Missouri
$254K
PWP
80
Perfromance Wealth Partners
Illinois
$236K +$248K +1,806 New
LNC
81
Lincoln National Corp
Pennsylvania
$230K +$1.1K +8 +0.5%
MSAM
82
Moloney Securities Asset Management
Missouri
$229K -$18.5K -135 -7%
UIA
83
Ulland Investment Advisors
Minnesota
$217K
IFG
84
Independent Financial Group
California
$214K
5L
85
55I LLC
Massachusetts
$207K -$69.3K -505 -24%
MWM
86
McNaughton Wealth Management
California
$206K +$3.02K +22 +1%
PSF
87
Pacific Sun Financial
California
$200K -$27.4K -200 -12%
1832 Asset Management
88
1832 Asset Management
Ontario, Canada
$191K
AWM
89
Accel Wealth Management
Iowa
$190K
IA
90
IFP Advisors
Florida
$176K
BWL
91
Bogart Wealth LLC
Virginia
$146K +$3.02K +22 +2%
SWM
92
SeaCrest Wealth Management
New York
$110K +$115K +840 New
CWA
93
Clearview Wealth Advisors
Oregon
$105K +$549 +4 +0.5%
TRCT
94
Tower Research Capital (TRC)
New York
$101K -$384K -2,802 -78%
PWMG
95
Prestige Wealth Management Group
New Jersey
$96K
RG
96
Retirement Group
California
$89K +$274 +2 +0.3%
WOSD
97
WFA of San Diego
California
$80K +$84.2K +614 New
AAP
98
Arax Advisory Partners
Colorado
$76K +$411 +3 +0.5%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$75K
CAAS
100
Capital Asset Advisory Services
Michigan
$70K

LGLV Hedge Fund Activity: Q2 2022 in Review

129 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2022, worth a combined $293M — down 15% from $345M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LGLV positions and 18 closed out — a net gain of 3 holders — while 37 added to existing stakes and 45 trimmed.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $8.27M. The largest seller was Win Advisors, exiting entirely with an estimated $25.6M sold.

  • 129 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2022, up from 127 in Q1 2022.
  • Funds reported $293M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 21 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2022 and 18 closed out, a net change of +3 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $8.27M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2022 was Win Advisors, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2022.