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State Street SPDR US Large Cap Low Volatility Index ETF

146 hedge funds and large institutions have $396M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $364M → $396M (+$32M)

5% more funds holding

Funds holding: 139146 (+7)

1.13% more ownership

Funds ownership: 58.06%59.19% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 46

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
50
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Sowell Financial Services
Arkansas
$212K +$212K +1,553 New
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$209K +$208K +1,525 New
FZCM
103
Flynn Zito Capital Management
New York
$209K +$953 +7 +0.5%
BL
104
Balentine LLC
Georgia
$208K -$7.22K -53 -3%
CBFP
105
Cedar Brook Financial Partners
Ohio
$205K +$953 +7 +0.5%
AWM
106
Accel Wealth Management
Iowa
$198K
JP Morgan Chase
107
JP Morgan Chase
New York
$197K +$37.9K +278 +24%
TRCT
108
Tower Research Capital (TRC)
New York
$189K +$81.5K +598 +76%
HGERS
109
Householder Group Estate & Retirement Specialist
Arizona
$165K +$165K +1,208 New
SWM
110
Spire Wealth Management
Virginia
$162K +$161K +1,181 New
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$157K -$4.22K -31 -3%
BWL
112
Bogart Wealth LLC
Virginia
$154K +$136 +1 +0.1%
BC
113
Barrett & Company
Rhode Island
$140K +$681 +5 +0.5%
CWA
114
Clearview Wealth Advisors
Oregon
$111K +$545 +4 +0.5%
GFWA
115
Grey Fox Wealth Advisors
Delaware
$108K -$3.81K -28 -3%
PWMG
116
Prestige Wealth Management Group
New Jersey
$101K
1832 Asset Management
117
1832 Asset Management
Ontario, Canada
$98.6K -$100K -737 -51%
PTC
118
Private Trust Company
Ohio
$97.3K +$31.1K +228 +47%
NA
119
NewEdge Advisors
Louisiana
$89.7K -$192K -1,409 -68%
AAP
120
Arax Advisory Partners
Colorado
$80.9K +$409 +3 +0.5%
ASN
121
Advisory Services Network
Georgia
$79.1K +$44K +323 +127%
RG
122
Retirement Group
California
$57K -$36.2K -266 -39%
CTC
123
Central Trust Company
Missouri
$51.7K +$51.5K +378 New
SIS
124
Sound Income Strategies
Florida
$48.7K +$48.5K +356 New
KM
125
Kalos Management
Georgia
$47.2K +$47K +345 New

LGLV Hedge Fund Activity: Q1 2023 in Review

146 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2023, worth a combined $396M — up 8.8% from $364M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LGLV positions and 17 closed out — a net gain of 10 holders — while 50 added to existing stakes and 46 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $11.7M. The largest seller was CX Institutional, exiting entirely with an estimated $12.8M sold.

  • 146 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2023, up from 139 in Q4 2022.
  • Funds reported $396M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 27 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2023 and 17 closed out, a net change of +10 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2023 was Thrivent Financial for Lutherans, an estimated $11.7M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2023 was CX Institutional, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2023.