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State Street SPDR US Large Cap Low Volatility Index ETF

164 hedge funds and large institutions have $559M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

41% more capital invested

Capital invested by funds: $396M → $559M (+$162M)

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

12% more funds holding

Funds holding: 146164 (+18)

8.38% more ownership

Funds ownership: 59.19%67.57% (+8.4%)

Holders
164
Holders Change
+18
Holders Change %
+12.33%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
34
Increased
61
Reduced
46
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
101
Cardiff Park Advisors
California
$389K
MFG
102
Merit Financial Group
Georgia
$365K +$357K +2,593 New
AA
103
Advisory Alpha
Michigan
$364K +$356K +2,590 New
VA
104
Valmark Advisers
Ohio
$364K +$138K +1,004 +63%
LT
105
Legacy Trust
Michigan
$361K
TF
106
TIAA FSB
Florida
$351K
HI
107
Harbour Investments
Wisconsin
$348K -$144K -1,044 -30%
CAN
108
Cetera Advisor Networks
California
$346K +$338K +2,459 New
HNWAG
109
High Net Worth Advisory Group
Florida
$337K
MA
110
Mezzasalma Advisors
New Jersey
$336K -$21.9K -159 -6%
AAS
111
Ameritas Advisory Services
Nebraska
$321K
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$312K -$41.8K -304 -12%
SPIA
113
Steward Partners Investment Advisory
New York
$288K
FANJ
114
Financial Architects (New Jersey)
New Jersey
$272K +$138 +1 +0.1%
JP Morgan Chase
115
JP Morgan Chase
New York
$271K +$66.7K +485 +34%
PWP
116
Perfromance Wealth Partners
Illinois
$266K -$54.9K -399 -17%
UIA
117
Ulland Investment Advisors
Minnesota
$255K +$20.6K +150 +9%
LNC
118
Lincoln National Corp
Pennsylvania
$253K +$688 +5 +0.3%
MSAM
119
Moloney Securities Asset Management
Missouri
$246K
CWM
120
Cornerstone Wealth Management
Missouri
$235K +$230K +1,672 New
MHB
121
Midwest Heritage Bank
Iowa
$233K
BL
122
Balentine LLC
Georgia
$232K +$16.9K +123 +8%
IA
123
IFP Advisors
Florida
$229K +$216K +1,573 +2,913%
GWP
124
Gateway Wealth Partners
Wisconsin
$225K +$220K +1,601 New
TF
125
Trek Financial
Arizona
$222K +$217K +1,579 New

LGLV Hedge Fund Activity: Q2 2023 in Review

164 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2023, worth a combined $559M — up 41% from $396M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LGLV positions and 15 closed out — a net gain of 19 holders — while 61 added to existing stakes and 46 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $35.4M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $10.7M.

  • 164 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2023, up from 146 in Q1 2023.
  • Funds reported $559M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2023, up 41% quarter-over-quarter.
  • 34 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2023 and 15 closed out, a net change of +19 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2023 was Wells Fargo, an estimated $35.4M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2023.