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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

127 hedge funds and large institutions have $345M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

1.76% more ownership

Funds ownership: 51.87% → 53.62% (+1.8%)

2% less capital invested

Capital invested by funds: $353M → $345M (-$7.49M)

7% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 46

4% less funds holding

Funds holding: 132 → 127 (-5)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
127
Holders Change
-5
Holders Change %
-3.79%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
10
Increased
43
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Win Advisors
Florida
+$24.9M
2
GM
GeoWealth Management
Illinois
+$7.42M
3
Osaic Holdings
Osaic Holdings
Arizona
+$6.14M
4
SWP
Stratos Wealth Partners
Ohio
+$2.11M
5
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$1.91M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$17.5M
2
AIP
Almanack Investment Partners
Pennsylvania
-$12.9M
3
SMA
Sage Mountain Advisors
Georgia
-$2.92M
4
LPL Financial
LPL Financial
California
-$2.74M
5
IMC Chicago
IMC Chicago
Illinois
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$129K -$1.19M -8,473 -90%
CWA
102
Clearview Wealth Advisors
Oregon
$115K +$420 +3 +0.4%
PWMG
103
Prestige Wealth Management Group
New Jersey
$106K – – –
RG
104
Retirement Group
California
$98K -$10.4K -74 -10%
AAP
105
Arax Advisory Partners
Colorado
$83K +$140 +1 +0.2%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$82K – – –
CAAS
107
Capital Asset Advisory Services
Michigan
$77K – – –
LWP
108
Laurel Wealth Planning
Minnesota
$77K +$74.7K +533 New
PAG
109
Paladin Advisory Group
Iowa
$77K +$75.1K +536 New
CP
110
Castleview Partners
Texas
$63K +$61.8K +441 New
BBPWM
111
Blue Bell Private Wealth Management
Pennsylvania
$57K +$56K +400 New
S
112
SignatureFD
Georgia
$46K – – –
TC
113
Tacita Capital
Ontario, Canada
$45K – – –
MIM
114
Macroview Investment Management
Maryland
$40K -$9.53K -68 -20%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$33K – – –
Fidelity Investments
116
Fidelity Investments
Massachusetts
$30K -$1.26K -9 -4%
APA
117
American Portfolios Advisors
New York
$29.6K – – –
FFWM
118
Future Financial Wealth Management
Ohio
$29K – – –
MHR
119
Matthew Hamilton Rosenberg
$22K – – –
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.4K – – –
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
PFA
122
Professional Financial Advisors
Nebraska
$11K – – –
FRA
123
Front Row Advisors
California
$9K – – –
GWM
124
Geneos Wealth Management
Colorado
$4K -$769K -5,490 -99%
CIAS
125
Capital Investment Advisory Services
North Carolina
$4K – – –
2 3 4
5
6

LGLV Hedge Fund Activity: Q1 2022 in Review

127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2022, worth a combined $345M — down 2.1% from $353M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of LGLV and 10 opened new positions — a net loss of 4 holders — while 46 trimmed existing stakes and 43 added.

The largest buyer was Win Advisors, opening a new position worth an estimated $24.9M. The largest seller was Ameriprise, cutting an estimated $17.5M.

  • 127 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2022, down from 132 in Q4 2021.
  • Funds reported $345M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2022, down 2.1% quarter-over-quarter.
  • 10 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2022 and 14 closed out, a net change of -4 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2022 was Win Advisors, an estimated $24.9M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2022 was Ameriprise, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2022.