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State Street SPDR US Large Cap Low Volatility Index ETF

129 hedge funds and large institutions have $293M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

2% more funds holding

Funds holding: 127129 (+2)

0.86% less ownership

Funds ownership: 53.62%52.77% (-0.86%)

15% less capital invested

Capital invested by funds: $345M → $293M (-$51.9M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 45

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
2.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
21
Increased
37
Reduced
45
Closed
18
Calls
$70K
Puts
Net Calls
+$70K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$45K +$17.6K +128 +60%
S
102
SignatureFD
Georgia
$42K
TC
103
Tacita Capital
Ontario, Canada
$41K
Citigroup
104
Citigroup
New York
$39K +$41.1K +300 New
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$31K +$20.6K +150 +174%
MIM
106
Macroview Investment Management
Maryland
$30K -$6.86K -50 -18%
APA
107
American Portfolios Advisors
New York
$27.1K +$137 +1 +0.5%
MCC
108
Money Concepts Capital
Florida
$26K -$1.19M -8,681 -98%
BBPWM
109
Blue Bell Private Wealth Management
Pennsylvania
$21K -$32.9K -240 -60%
MHR
110
Matthew Hamilton Rosenberg
$21K
AW
111
ACG Wealth
Georgia
$21K +$21.9K +160 New
LWP
112
Laurel Wealth Planning
Minnesota
$19K -$53.6K -391 -73%
CA
113
CoreCap Advisors
Michigan
$15K +$15.2K +111 New
William Blair & Company
114
William Blair & Company
Illinois
$15K +$15.6K +114 New
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1K
PFA
116
Professional Financial Advisors
Nebraska
$10K +$137 +1 +1%
SL
117
Savior LLC
Massachusetts
$9K +$8.91K +65 New
FRA
118
Front Row Advisors
California
$8K
ATC
119
Adirondack Trust Company
New York
$7K +$6.86K +50 New
TCWM
120
Total Clarity Wealth Management
Illinois
$7K +$7.27K +53 New
CIAS
121
Capital Investment Advisory Services
North Carolina
$4K -$274 -2 -7%
GWM
122
Geneos Wealth Management
Colorado
$3K
UWM
123
Urban Wealth Management
California
$3K +$2.74K +20 New
TFA
124
Transamerica Financial Advisors
Florida
$2K +$1.78K +13 New
CI
125
CX Institutional
Indiana
$2K +$2.47K +18 New

LGLV Hedge Fund Activity: Q2 2022 in Review

129 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2022, worth a combined $293M — down 15% from $345M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LGLV positions and 18 closed out — a net gain of 3 holders — while 37 added to existing stakes and 45 trimmed.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $8.27M. The largest seller was Win Advisors, exiting entirely with an estimated $25.6M sold.

  • 129 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2022, up from 127 in Q1 2022.
  • Funds reported $293M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 21 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2022 and 18 closed out, a net change of +3 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $8.27M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2022 was Win Advisors, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2022.