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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

127 hedge funds and large institutions have $302M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 36

3.11% more ownership

Funds ownership: 52.77% → 55.87% (+3.1%)

3% more capital invested

Capital invested by funds: $293M → $302M (+$8.31M)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less funds holding

Funds holding: 129 → 127 (-2)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
16
Increased
43
Reduced
36
Closed
16
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
-$4K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$14.2M
2
CI
CX Institutional
Indiana
+$7.76M
3
SIM
Seaview Investment Managers
Florida
+$2.97M
4
GVAG
Great Valley Advisor Group
Delaware
+$2.56M
5
Morgan Stanley
Morgan Stanley
New York
+$1.93M

Top Sellers

1
AIP
Almanack Investment Partners
Pennsylvania
-$7.52M
2
TLFA
True Link Financial Advisors
California
-$2.24M
3
FTUS
Flow Traders U.S.
New York
-$985K
4
FHA
Flagship Harbor Advisors
Massachusetts
-$932K
5
Bank of America
Bank of America
North Carolina
-$872K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
101
Arax Advisory Partners
Colorado
$72K +$405 +3 +0.5%
RG
102
Retirement Group
California
$71K -$13.9K -103 -15%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$70K – – –
CAAS
104
Capital Asset Advisory Services
Michigan
$66K – – –
PTC
105
Private Trust Company
Ohio
$49K +$53.2K +394 New
S
106
SignatureFD
Georgia
$40K – – –
TC
107
Tacita Capital
Ontario, Canada
$28K -$11.5K -85 -27%
MIM
108
Macroview Investment Management
Maryland
$28K +$135 +1 +0.4%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$26K -$17.2K -127 -37%
APA
110
American Portfolios Advisors
New York
$25.7K +$135 +1 +0.5%
Citigroup
111
Citigroup
New York
$25K -$13.5K -100 -33%
MCC
112
Money Concepts Capital
Florida
$24K – – –
BBPWM
113
Blue Bell Private Wealth Management
Pennsylvania
$20K – – –
MHR
114
Matthew Hamilton Rosenberg
$19K – – –
LWP
115
Laurel Wealth Planning
Minnesota
$18K – – –
HGERS
116
Householder Group Estate & Retirement Specialist
Arizona
$18K +$19.9K +147 New
William Blair & Company
117
William Blair & Company
Illinois
$14K – – –
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.3K – – –
PFA
119
Professional Financial Advisors
Nebraska
$10K – – –
ATC
120
Adirondack Trust Company
New York
$10K +$4.73K +35 +70%
FRA
121
Front Row Advisors
California
$7K – – –
SL
122
Savior LLC
Massachusetts
$4K -$4.59K -34 -52%
CIAS
123
Capital Investment Advisory Services
North Carolina
$4K – – –
GWM
124
Geneos Wealth Management
Colorado
$3K – – –
TAM
125
Tucker Asset Management
Colorado
$1.33K – – –
2 3 4
5
6

LGLV Hedge Fund Activity: Q3 2022 in Review

127 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2022, worth a combined $302M — up 2.8% from $293M a quarter earlier.

Fund positioning in LGLV was balanced in Q3 2022: 16 funds opened new positions, 16 closed out, 43 added to existing stakes and 36 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $14.2M. The largest seller was Almanack Investment Partners, exiting entirely with an estimated $7.52M sold.

  • 127 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2022, down from 129 in Q2 2022.
  • Funds reported $302M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2022, up 2.8% quarter-over-quarter.
  • 16 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2022 and 16 closed out, a net change of 0 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2022 was Osaic Holdings, an estimated $14.2M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2022 was Almanack Investment Partners, an estimated $7.52M sold.

Based on aggregated 13F filings for Q3 2022.