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State Street SPDR US Large Cap Low Volatility Index ETF

172 hedge funds and large institutions have $594M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

7.65% more ownership

Funds ownership: 67.57%75.21% (+7.6%)

6% more capital invested

Capital invested by funds: $559M → $594M (+$35M)

5% more funds holding

Funds holding: 164172 (+8)

0% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 60

Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.73%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
20
Increased
60
Reduced
60
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
101
CreativeOne Wealth
Kansas
$419K -$196K -1,402 -31%
DC
102
Davenport & Co
Virginia
$416K
Jane Street
103
Jane Street
New York
$412K -$541K -3,882 -56%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$404K -$111K -795 -21%
FLA
105
Financial Life Advisors
Texas
$394K
SA
106
Strategic Advocates
Utah
$392K +$409K +2,933 New
LFA
107
Legacy Financial Advisors
Kentucky
$391K -$22.3K -160 -5%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$382K -$64K -459 -14%
CPA
109
Cardiff Park Advisors
California
$369K
RCM
110
Raleigh Capital Management
North Carolina
$359K -$12K -86 -3%
MFG
111
Merit Financial Group
Georgia
$346K
LT
112
Legacy Trust
Michigan
$343K
CAN
113
Cetera Advisor Networks
California
$337K +$9.06K +65 +3%
TIAA Trust, National Association
114
TIAA Trust, National Association
North Carolina
$333K +$348K +2,494 New
MA
115
Mezzasalma Advisors
New Jersey
$327K +$7.67K +55 +2%
HNWAG
116
High Net Worth Advisory Group
Florida
$320K
HGERS
117
Householder Group Estate & Retirement Specialist
Arizona
$312K +$326K +2,334 New
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$312K +$16.3K +117 +5%
AAS
119
Ameritas Advisory Services
Nebraska
$311K
ACA
120
Aptus Capital Advisors
Alabama
$307K +$310K +2,223 +2,925%
HI
121
Harbour Investments
Wisconsin
$295K -$36.4K -261 -11%
SPIA
122
Steward Partners Investment Advisory
New York
$281K +$7.25K +52 +3%
HighTower Advisors
123
HighTower Advisors
Illinois
$275K +$287K +2,060 New
JP Morgan Chase
124
JP Morgan Chase
New York
$270K +$13K +93 +5%
AA
125
Advisory Alpha
Michigan
$267K -$82.1K -589 -23%

LGLV Hedge Fund Activity: Q3 2023 in Review

172 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2023, worth a combined $594M — up 6.3% from $559M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LGLV positions and 10 closed out — a net gain of 10 holders — while 60 added to existing stakes and 60 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $43.6M. The largest seller was Private Advisor Group, cutting an estimated $8.6M.

  • 172 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2023, up from 164 in Q2 2023.
  • Funds reported $594M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2023, up 6.3% quarter-over-quarter.
  • 20 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2023 and 10 closed out, a net change of +10 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2023 was Congress Wealth Management, an estimated $43.6M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2023 was Private Advisor Group, an estimated $8.6M sold.

Based on aggregated 13F filings for Q3 2023.