State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
139 hedge funds and large institutions have $394M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 29 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 35
14% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 29
12.57% more ownership
Funds ownership: 39.02% → 51.59% (+13%)
9% more capital invested
Capital invested by funds: $363M → $394M (+$31.4M)
1% less funds holding
Funds holding: 141 → 139 (-2)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$35.8M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$35.6M |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$25.8M |
| 4 |
BSAM
Blue Sky Asset Management
Greenwood Village,
Colorado
|
+$12.6M |
| 5 |
Morgan Stanley
New York
|
+$9.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$9.21M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
-$7.36M |
| 3 |
CGFA
Colton Groome Financial Advisors
Asheville,
North Carolina
|
-$6.8M |
| 4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$5.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.83M |
LGLV Hedge Fund Activity: Q1 2020 in Review
139 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2020, worth a combined $394M — up 8.6% from $363M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new LGLV positions and 29 closed out — a net gain of 4 holders — while 63 added to existing stakes and 35 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $35.8M. The largest seller was PFG Private Wealth Management, exiting entirely with an estimated $9.21M sold.
- 139 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2020, down from 141 in Q4 2019.
- Funds reported $394M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2020, up 8.6% quarter-over-quarter.
- 33 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2020 and 29 closed out, a net change of +4 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2020 was AE Wealth Management, an estimated $35.8M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2020 was PFG Private Wealth Management, an estimated $9.21M sold.
Based on aggregated 13F filings for Q1 2020.