State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
139 hedge funds and large institutions have $364M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 11 closing their positions.
136% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 11
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
21% more capital invested
Capital invested by funds: $302M → $364M (+$62.5M)
19% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 42
9% more funds holding
Funds holding: 127 → 139 (+12)
2.19% more ownership
Funds ownership: 55.87% → 58.06% (+2.2%)
Top Buyers
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$62.1M |
| 2 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$3.53M |
| 3 |
SIM
Seaview Investment Managers
Miami,
Florida
|
-$2.71M |
| 4 |
IMC Chicago
Chicago,
Illinois
|
-$2.43M |
| 5 |
Morgan Stanley
New York
|
-$1.65M |
LGLV Hedge Fund Activity: Q4 2022 in Review
139 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q4 2022, worth a combined $364M — up 21% from $302M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new LGLV positions and 11 closed out — a net gain of 15 holders — while 50 added to existing stakes and 42 trimmed.
The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $12.2M. The largest seller was Osaic Holdings, cutting an estimated $62.1M.
- 139 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q4 2022, up from 127 in Q3 2022.
- Funds reported $364M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q4 2022, up 21% quarter-over-quarter.
- 26 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q4 2022 and 11 closed out, a net change of +15 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q4 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $12.2M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q4 2022 was Osaic Holdings, an estimated $62.1M sold.
Based on aggregated 13F filings for Q4 2022.