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State Street SPDR US Large Cap Low Volatility Index ETF

172 hedge funds and large institutions have $594M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

7.65% more ownership

Funds ownership: 67.57%75.21% (+7.6%)

6% more capital invested

Capital invested by funds: $559M → $594M (+$35M)

5% more funds holding

Funds holding: 164172 (+8)

0% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 60

Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.73%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
20
Increased
60
Reduced
60
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECML
76
Eagle Capital Management (Louisiana)
Louisiana
$712K +$5.3K +38 +0.7%
MA
77
Mutual Advisors
Nebraska
$707K -$25.5K -183 -3%
PA
78
PFG Advisors
Arizona
$697K +$226K +1,624 +45%
CFS
79
Commonwealth Financial Services
West Virginia
$691K +$722K +5,175 New
CWS
80
Cypress Wealth Services
California
$690K +$139 +1 +0%
AWA
81
ARQ Wealth Advisors
Arizona
$660K -$722K -5,179 -51%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$646K -$58.3K -418 -8%
AAS
83
Avantax Advisory Services
Texas
$634K -$303K -2,172 -31%
IWC
84
Integrated Wealth Concepts
Massachusetts
$631K -$6.28K -45 -0.9%
Citadel Advisors
85
Citadel Advisors
Florida
$627K -$462K -3,310 -41%
FHA
86
Flagship Harbor Advisors
Massachusetts
$595K -$218K -1,564 -26%
VPP
87
Vertex Planning Partners
Illinois
$579K -$54.1K -388 -8%
SPC
88
Sigma Planning Corp
Michigan
$575K +$601K +4,308 New
BI
89
Berkeley Inc
Idaho
$545K +$1.53K +11 +0.3%
ASN
90
Advisory Services Network
Georgia
$531K +$7.81K +56 +1%
EWM
91
Empirical Wealth Management
Washington
$521K
CFD
92
Creative Financial Designs
Indiana
$521K -$31K -222 -5%
KAS
93
Kestra Advisory Services
Texas
$516K +$1.53K +11 +0.3%
IA
94
Insight Advisors
Pennsylvania
$488K -$1.53K -11 -0.3%
HKIMG
95
Hutchens & Kramer Investment Management Group
Indiana
$484K
Stifel Financial
96
Stifel Financial
Missouri
$480K +$50.9K +365 +11%
FCM
97
Fourpath Capital Management
Oklahoma
$450K +$470K +3,372 New
AWM
98
Axxcess Wealth Management
California
$443K +$4.6K +33 +1%
JWCA
99
J.W. Cole Advisors
Florida
$441K -$4.74K -34 -1%
AC
100
Avant Capital
Louisiana
$440K +$139 +1 +0%

LGLV Hedge Fund Activity: Q3 2023 in Review

172 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2023, worth a combined $594M — up 6.3% from $559M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LGLV positions and 10 closed out — a net gain of 10 holders — while 60 added to existing stakes and 60 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $43.6M. The largest seller was Private Advisor Group, cutting an estimated $8.6M.

  • 172 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2023, up from 164 in Q2 2023.
  • Funds reported $594M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2023, up 6.3% quarter-over-quarter.
  • 20 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2023 and 10 closed out, a net change of +10 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2023 was Congress Wealth Management, an estimated $43.6M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2023 was Private Advisor Group, an estimated $8.6M sold.

Based on aggregated 13F filings for Q3 2023.