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State Street SPDR US Large Cap Low Volatility Index ETF

119 hedge funds and large institutions have $252M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $227M → $252M (+$25.3M)

4% more funds holding

Funds holding: 114119 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.12% less ownership

Funds ownership: 41.99%41.87% (-0.12%)

30% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 44

Holders
119
Holders Change
+5
Holders Change %
+4.39%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
31
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Prentice Wealth Management
New York
$27K -$12.3K -93 -31%
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$25K -$106K -801 -81%
MHR
103
Matthew Hamilton Rosenberg
$21K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$21K +$7.4K +56 +53%
WP
105
WealthShield Partners
North Carolina
$18K
BMD
106
Better Money Decisions
New Mexico
$17K
US Bancorp
107
US Bancorp
Minnesota
$16K
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.3K
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$13K
Citigroup
110
Citigroup
New York
$13K
PFA
111
Professional Financial Advisors
Nebraska
$10K
IA
112
IFP Advisors
Florida
$9K
FRA
113
Front Row Advisors
California
$8K
EIP
114
Ellis Investment Partners
Pennsylvania
$7K
GWM
115
Geneos Wealth Management
Colorado
$5K -$122K -925 -96%
CIAS
116
Capital Investment Advisory Services
North Carolina
$4K
SL
117
Savior LLC
Massachusetts
$4K
TAM
118
Tucker Asset Management
Colorado
$1.33K
UCFA
119
United Capital Financial Advisors
Texas
-$799K -6,374 Closed
SHIM
120
Stone House Investment Management
Pennsylvania
-$438K -3,649 Closed
TC
121
Trilogy Capital
California
-$272K -2,170 Closed
SFS
122
Sowell Financial Services
Arkansas
-$287K -2,144 Closed
FHA
123
Flagship Harbor Advisors
Massachusetts
-$207K -1,651 Closed
SWM
124
Spire Wealth Management
Virginia
-$65K -515 Closed
WAP
125
Wealthcare Advisory Partners
Pennsylvania
-$35K -283 Closed

LGLV Hedge Fund Activity: Q2 2021 in Review

119 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2021, worth a combined $252M — up 11% from $227M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LGLV positions and 11 closed out — a net gain of 5 holders — while 31 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.02M. The largest seller was Bank of America, cutting an estimated $5.43M.

  • 119 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2021, up from 114 in Q1 2021.
  • Funds reported $252M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 16 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2021 and 11 closed out, a net change of +5 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2021 was LPL Financial, an estimated $9.02M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2021 was Bank of America, an estimated $5.43M sold.

Based on aggregated 13F filings for Q2 2021.