State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
154 hedge funds and large institutions have $604M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 13 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
23% more capital invested
Capital invested by funds: $490M → $604M (+$115M)
1.04% more ownership
Funds ownership: 71.77% → 72.82% (+1%)
1% less funds holding
Funds holding: 156 → 154 (-2)
14% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 56
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
Top Buyers
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$50.9M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$10M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$9.31M |
| 4 |
State Street
Boston,
Massachusetts
|
+$7.48M |
| 5 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$6.05M |
Top Sellers
LGLV Hedge Fund Activity: Q3 2024 in Review
154 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2024, worth a combined $604M — up 23% from $490M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of LGLV and 11 opened new positions — a net loss of 2 holders — while 56 trimmed existing stakes and 48 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $50.9M. The largest seller was Congress Wealth Management, cutting an estimated $15.1M.
- 154 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2024, down from 156 in Q2 2024.
- Funds reported $604M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2024, up 23% quarter-over-quarter.
- 11 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2024 and 13 closed out, a net change of -2 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $50.9M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2024 was Congress Wealth Management, an estimated $15.1M sold.
Based on aggregated 13F filings for Q3 2024.