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State Street SPDR US Large Cap Low Volatility Index ETF

121 hedge funds and large institutions have $274M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.3% less ownership

Funds ownership: 51.59%41.29% (-10%)

13% less funds holding

Funds holding: 139121 (-18)

30% less capital invested

Capital invested by funds: $394M → $274M (-$120M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

40% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 55

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
121
Holders Change
-18
Holders Change %
-12.95%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
14
Increased
33
Reduced
55
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
101
SignatureFD
Georgia
$33K
SFSIG
102
San Francisco Sentry Investment Group
California
$29K
HFA
103
Hoover Financial Advisors
Pennsylvania
$29K +$27.8K +280 New
CL
104
Cabana LLC
Arkansas
$22K +$21.8K +220 New
Fidelity Investments
105
Fidelity Investments
Massachusetts
$21K -$83.8K -844 -80%
CAN
106
Cetera Advisor Networks
California
$19K +$19K +191 New
LFG
107
LifePlan Financial Group
Ohio
$17K +$893 +9 +6%
PCIA
108
Prime Capital Investment Advisors
Kansas
$16K +$12.8K +129 +478%
MHR
109
Matthew Hamilton Rosenberg
$16K +$15.5K +156 New
RCA
110
Rowland Carmichael Advisors
Arizona
$14K -$1.12M -11,265 -99%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$14K +$13.5K +136 New
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$13K
US Bancorp
113
US Bancorp
Minnesota
$13K
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K
GWM
115
Geneos Wealth Management
Colorado
$9K
FRA
116
Front Row Advisors
California
$6K
EIP
117
Ellis Investment Partners
Pennsylvania
$5K
CIAS
118
Capital Investment Advisory Services
North Carolina
$3K -$249K -2,510 -99%
IA
119
IFP Advisors
Florida
$3K -$42K -423 -94%
SL
120
Savior LLC
Massachusetts
$3K +$3.27K +33 New
FI
121
Financial Insights
Washington
$465 -$331K -3,332 -83%
FGAM
122
Financial Gravity Asset Management
Texas
-$5.05K -55,691 Closed
CFG
123
Cooper Financial Group
California
-$4.89M -53,991 Closed
LFAS
124
Level Four Advisory Services
Texas
-$2.55M -27,928 Closed
AA
125
Argent Advisors
Louisiana
-$1.86M -20,546 Closed

LGLV Hedge Fund Activity: Q2 2020 in Review

121 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2020, worth a combined $274M — down 30% from $394M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of LGLV and 14 opened new positions — a net loss of 17 holders — while 55 trimmed existing stakes and 33 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.18M. The largest seller was AE Wealth Management, cutting an estimated $32.3M.

  • 121 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2020, down from 139 in Q1 2020.
  • Funds reported $274M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2020, down 30% quarter-over-quarter.
  • 14 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2020 and 31 closed out, a net change of -17 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $2.18M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2020 was AE Wealth Management, an estimated $32.3M sold.

Based on aggregated 13F filings for Q2 2020.