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State Street SPDR US Large Cap Low Volatility Index ETF

110 hedge funds and large institutions have $212M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.29% less ownership

Funds ownership: 41.29%37% (-4.3%)

9% less funds holding

Funds holding: 121110 (-11)

23% less capital invested

Capital invested by funds: $274M → $212M (-$62.5M)

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

52% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 50

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $380K

Holders
110
Holders Change
-11
Holders Change %
-9.09%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
15
Increased
24
Reduced
50
Closed
25
Calls
Puts
$380K
Net Calls
-$380K
Net Calls Change
-$380K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.8K
GWM
102
Geneos Wealth Management
Colorado
$10K
FRA
103
Front Row Advisors
California
$7K
EIP
104
Ellis Investment Partners
Pennsylvania
$6K
PCIA
105
Prime Capital Investment Advisors
Kansas
$5K -$11.7K -109 -70%
SL
106
Savior LLC
Massachusetts
$4K
PWM
107
Provident Wealth Management
Tennessee
$4K +$3.66K +34 New
CIAS
108
Capital Investment Advisory Services
North Carolina
$3K
IA
109
IFP Advisors
Florida
$3K
ACM
110
AlphaStar Capital Management
North Carolina
-$2.9M -27,599 Closed
SMFS
111
Squar Milner Financial Services
California
-$2.79M -27,338 Closed
IFWM
112
Institute for Wealth Management
Colorado
-$2.06M -20,163 Closed
AW
113
ACG Wealth
Georgia
-$1.12M -10,995 Closed
DADC
114
D.A. Davidson & Co
Montana
-$1.02M -9,977 Closed
AIP
115
Almanack Investment Partners
Pennsylvania
-$841K -8,242 Closed
C1AG
116
Client 1st Advisory Group
Florida
-$740K -6,938 Closed
CCFM
117
Clear Creek Financial Management
Washington
-$374K -3,667 Closed
Jane Street
118
Jane Street
New York
-$368K -3,610 Closed
Wells Fargo
119
Wells Fargo
California
-$388K -3,610 Closed
CWS
120
Cypress Wealth Services
California
-$378K -3,508 Closed
SCM
121
Stonehearth Capital Management
Massachusetts
-$375K -3,504 Closed
XS
122
XR Securities
Illinois
-$347K -3,397 Closed
RPGK
123
Retirement Planning Group (Kansas)
Kansas
-$318K -3,113 Closed
MCIA
124
Mountain Capital Investment Advisors
Colorado
-$310K -3,032 Closed
SPC
125
Sigma Planning Corp
Michigan
-$282K -2,759 Closed

LGLV Hedge Fund Activity: Q3 2020 in Review

110 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2020, worth a combined $212M — down 23% from $274M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of LGLV and 15 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 24 added.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $3.89M. The largest seller was Creative Financial Designs, cutting an estimated $25.8M.

  • 110 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2020, down from 121 in Q2 2020.
  • Funds reported $212M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2020, down 23% quarter-over-quarter.
  • 15 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2020 and 25 closed out, a net change of -10 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2020 was Miracle Mile Advisors, an estimated $3.89M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2020 was Creative Financial Designs, an estimated $25.8M sold.

Based on aggregated 13F filings for Q3 2020.