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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

127 hedge funds and large institutions have $302M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 36

3.11% more ownership

Funds ownership: 52.77% → 55.87% (+3.1%)

3% more capital invested

Capital invested by funds: $293M → $302M (+$8.31M)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less funds holding

Funds holding: 129 → 127 (-2)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
16
Increased
43
Reduced
36
Closed
16
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
-$4K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$14.2M
2
CI
CX Institutional
Indiana
+$7.76M
3
SIM
Seaview Investment Managers
Florida
+$2.97M
4
GVAG
Great Valley Advisor Group
Delaware
+$2.56M
5
Morgan Stanley
Morgan Stanley
New York
+$1.93M

Top Sellers

1
AIP
Almanack Investment Partners
Pennsylvania
-$7.52M
2
TLFA
True Link Financial Advisors
California
-$2.24M
3
FTUS
Flow Traders U.S.
New York
-$985K
4
FHA
Flagship Harbor Advisors
Massachusetts
-$932K
5
Bank of America
Bank of America
North Carolina
-$872K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$293K -$80.1K -593 -20%
BAM
77
Belpointe Asset Management
Nevada
$291K -$18.8K -139 -6%
Mariner
78
Mariner
Kansas
$290K +$317K +2,348 New
AAS
79
Ameritas Advisory Services
Nebraska
$286K – – –
HWMA
80
Heritage Wealth Management (Arizona)
Arizona
$283K -$59.6K -441 -16%
LNC
81
Lincoln National Corp
Pennsylvania
$252K +$39.4K +292 +17%
SPIA
82
Steward Partners Investment Advisory
New York
$251K +$1.76K +13 +0.6%
AR
83
Apeiron RIA
Texas
$250K +$273K +2,023 New
TWA
84
Tillar-Wenstrup Advisors
Ohio
$246K +$269K +1,993 New
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$240K +$262K +1,943 New
FANJ
86
Financial Architects (New Jersey)
New Jersey
$238K +$261K +1,929 New
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$237K -$568K -4,206 -69%
MWM
88
McNaughton Wealth Management
California
$217K +$25.1K +186 +12%
MSAM
89
Moloney Securities Asset Management
Missouri
$216K – – –
BAAM
90
Baker Avenue Asset Management
California
$210K +$230K +1,700 New
UIA
91
Ulland Investment Advisors
Minnesota
$204K – – –
IFG
92
Independent Financial Group
California
$201K – – –
AWM
93
Accel Wealth Management
Iowa
$187K – – –
1832 Asset Management
94
1832 Asset Management
Ontario, Canada
$180K – – –
IA
95
IFP Advisors
Florida
$180K +$5.54K +41 +2%
BC
96
Barrett & Company
Rhode Island
$139K +$138K +1,022 New
BWL
97
Bogart Wealth LLC
Virginia
$138K +$135 +1 +0.1%
CWA
98
Clearview Wealth Advisors
Oregon
$99K +$540 +4 +0.5%
PWMG
99
Prestige Wealth Management Group
New Jersey
$91K – – –
BL
100
Balentine LLC
Georgia
$82K +$89.6K +663 New
2 3
4
5 6

LGLV Hedge Fund Activity: Q3 2022 in Review

127 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2022, worth a combined $302M — up 2.8% from $293M a quarter earlier.

Fund positioning in LGLV was balanced in Q3 2022: 16 funds opened new positions, 16 closed out, 43 added to existing stakes and 36 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $14.2M. The largest seller was Almanack Investment Partners, exiting entirely with an estimated $7.52M sold.

  • 127 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2022, down from 129 in Q2 2022.
  • Funds reported $302M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2022, up 2.8% quarter-over-quarter.
  • 16 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2022 and 16 closed out, a net change of 0 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2022 was Osaic Holdings, an estimated $14.2M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2022 was Almanack Investment Partners, an estimated $7.52M sold.

Based on aggregated 13F filings for Q3 2022.