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State Street SPDR US Large Cap Low Volatility Index ETF

146 hedge funds and large institutions have $396M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $364M → $396M (+$32M)

5% more funds holding

Funds holding: 139146 (+7)

1.13% more ownership

Funds ownership: 58.06%59.19% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 46

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
50
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
76
GeoWealth Management
Illinois
$463K +$461K +3,388 New
AC
77
Avant Capital
Louisiana
$449K -$9.26K -68 -2%
CPA
78
Cardiff Park Advisors
California
$378K
MWM
79
McNaughton Wealth Management
California
$372K +$8.04K +59 +2%
LT
80
Legacy Trust
Michigan
$351K
MA
81
Mezzasalma Advisors
New Jersey
$349K
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$345K +$4.5K +33 +1%
TF
83
TIAA FSB
Florida
$341K
HNWAG
84
High Net Worth Advisory Group
Florida
$328K
AAS
85
Ameritas Advisory Services
Nebraska
$317K -$59.1K -434 -16%
PWP
86
Perfromance Wealth Partners
Illinois
$315K -$107K -782 -25%
BAM
87
Belpointe Asset Management
Nevada
$309K -$2.04K -15 -0.7%
SPIA
88
Steward Partners Investment Advisory
New York
$280K -$12K -88 -4%
FANJ
89
Financial Architects (New Jersey)
New Jersey
$264K
LNC
90
Lincoln National Corp
Pennsylvania
$246K +$817 +6 +0.3%
MSAM
91
Moloney Securities Asset Management
Missouri
$239K
AR
92
Apeiron RIA
Texas
$235K
BAAM
93
Baker Avenue Asset Management
California
$233K +$232K +1,700 New
PA
94
PFG Advisors
Arizona
$233K +$232K +1,700 New
UIA
95
Ulland Investment Advisors
Minnesota
$227K +$681 +5 +0.3%
MHB
96
Midwest Heritage Bank
Iowa
$227K -$133K -979 -37%
Stifel Financial
97
Stifel Financial
Missouri
$222K +$221K +1,621 New
FTS
98
Fifth Third Securities
Ohio
$220K +$219K +1,605 New
VA
99
Valmark Advisers
Ohio
$217K +$817 +6 +0.4%
JMPWA
100
JP Morgan Private Wealth Advisors
California
$213K +$6.26K +46 +3%

LGLV Hedge Fund Activity: Q1 2023 in Review

146 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2023, worth a combined $396M — up 8.8% from $364M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LGLV positions and 17 closed out — a net gain of 10 holders — while 50 added to existing stakes and 46 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $11.7M. The largest seller was CX Institutional, exiting entirely with an estimated $12.8M sold.

  • 146 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2023, up from 139 in Q4 2022.
  • Funds reported $396M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 27 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2023 and 17 closed out, a net change of +10 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2023 was Thrivent Financial for Lutherans, an estimated $11.7M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2023 was CX Institutional, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2023.