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State Street SPDR US Large Cap Low Volatility Index ETF

164 hedge funds and large institutions have $559M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

41% more capital invested

Capital invested by funds: $396M → $559M (+$162M)

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

12% more funds holding

Funds holding: 146164 (+18)

8.38% more ownership

Funds ownership: 59.19%67.57% (+8.4%)

Holders
164
Holders Change
+18
Holders Change %
+12.33%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
34
Increased
61
Reduced
46
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
76
Mariner
Kansas
$737K -$11.4K -83 -2%
CWS
77
Cypress Wealth Services
California
$726K +$138 +1 +0%
ISB
78
Iowa State Bank
Iowa
$694K +$113K +820 +20%
IWC
79
Integrated Wealth Concepts
Massachusetts
$671K -$34.3K -249 -5%
VPP
80
Vertex Planning Partners
Illinois
$665K +$125K +910 +24%
CW
81
CreativeOne Wealth
Kansas
$638K +$624K +4,538 New
CFD
82
Creative Financial Designs
Indiana
$580K +$21.9K +159 +4%
BI
83
Berkeley Inc
Idaho
$572K +$1.51K +11 +0.3%
ASN
84
Advisory Services Network
Georgia
$551K +$460K +3,344 +579%
EWM
85
Empirical Wealth Management
Washington
$549K
KAS
86
Kestra Advisory Services
Texas
$541K +$530K +3,851 New
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$537K +$368K +2,675 +233%
IA
88
Insight Advisors
Pennsylvania
$515K -$3.99K -29 -0.8%
HKIMG
89
Hutchens & Kramer Investment Management Group
Indiana
$514K -$50.6K -368 -9%
PA
90
PFG Advisors
Arizona
$506K +$261K +1,899 +112%
JWCA
91
J.W. Cole Advisors
Florida
$469K -$93K -676 -17%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$466K +$456K +3,317 New
AC
93
Avant Capital
Louisiana
$463K +$1.1K +8 +0.2%
AWM
94
Axxcess Wealth Management
California
$462K +$452K +3,284 New
Stifel Financial
95
Stifel Financial
Missouri
$455K +$222K +1,612 +99%
GM
96
GeoWealth Management
Illinois
$439K -$36.9K -268 -8%
DC
97
Davenport & Co
Virginia
$438K +$428K +3,114 New
LFA
98
Legacy Financial Advisors
Kentucky
$434K -$47.3K -344 -10%
FLA
99
Financial Life Advisors
Texas
$415K -$68.9K -501 -15%
RCM
100
Raleigh Capital Management
North Carolina
$390K +$381K +2,771 New

LGLV Hedge Fund Activity: Q2 2023 in Review

164 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2023, worth a combined $559M — up 41% from $396M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LGLV positions and 15 closed out — a net gain of 19 holders — while 61 added to existing stakes and 46 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $35.4M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $10.7M.

  • 164 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2023, up from 146 in Q1 2023.
  • Funds reported $559M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2023, up 41% quarter-over-quarter.
  • 34 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2023 and 15 closed out, a net change of +19 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2023 was Wells Fargo, an estimated $35.4M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2023.