State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
178 hedge funds and large institutions have $558M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 88 reducing their positions, and 13 closing their positions.
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
3% more funds holding
Funds holding: 172 → 178 (+6)
1.48% less ownership
Funds ownership: 75.21% → 73.74% (-1.5%)
6% less capital invested
Capital invested by funds: $594M → $558M (-$35.5M)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
55% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.4M |
| 2 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$3.73M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$3.62M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$2.43M |
| 5 |
State Street
Boston,
Massachusetts
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$15.7M |
| 2 |
LPL Financial
San Diego,
California
|
-$15.7M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$15.3M |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$14.1M |
| 5 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$9.77M |
LGLV Hedge Fund Activity: Q4 2023 in Review
178 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q4 2023, worth a combined $558M — down 6% from $594M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new LGLV positions and 13 closed out — a net gain of 8 holders — while 40 added to existing stakes and 88 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.4M. The largest seller was Wells Fargo, cutting an estimated $15.7M.
- 178 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q4 2023, up from 172 in Q3 2023.
- Funds reported $558M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q4 2023, down 6% quarter-over-quarter.
- 21 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q4 2023 and 13 closed out, a net change of +8 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $21.4M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q4 2023 was Wells Fargo, an estimated $15.7M sold.
Based on aggregated 13F filings for Q4 2023.