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State Street SPDR US Large Cap Low Volatility Index ETF

121 hedge funds and large institutions have $274M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.3% less ownership

Funds ownership: 51.59%41.29% (-10%)

13% less funds holding

Funds holding: 139121 (-18)

30% less capital invested

Capital invested by funds: $394M → $274M (-$120M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

40% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 55

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
121
Holders Change
-18
Holders Change %
-12.95%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
14
Increased
33
Reduced
55
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMG
126
Smart Money Group
Texas
-$1.34M -18,515 Closed
ACP
127
Aveo Capital Partners
Colorado
-$1.49M -16,440 Closed
LFA
128
Legacy Financial Advisors
Kentucky
-$1.58M -16,053 Closed
VFM
129
Vivid Financial Management
California
-$1.35M -14,856 Closed
HGWM
130
Horst & Graben Wealth Management
Oregon
-$1.02M -11,213 Closed
LAS
131
Lloyd Advisory Services
Georgia
-$713K -7,182 Closed
APW
132
Austin Private Wealth
Texas
-$586K -6,465 Closed
SAG
133
Spotlight Asset Group
Illinois
-$553K -6,107 Closed
IAA
134
Independent Advisor Alliance
North Carolina
-$307K -3,388 Closed
CFG
135
CMC Financial Group
Georgia
-$277K -3,055 Closed
HA
136
HC Advisors
Georgia
-$277K -3,055 Closed
AIS
137
Accurate Investment Solutions
Pennsylvania
-$232K -2,566 Closed
BFG
138
Barber Financial Group
Kansas
-$224K -2,468 Closed
TWA
139
TCI Wealth Advisors
Arizona
-$221K -2,437 Closed
ACS
140
Archford Capital Strategies
Illinois
-$210K -2,322 Closed
RMAM
141
Raab & Moskowitz Asset Management
New Jersey
-$206K -2,281 Closed
FFC
142
Fure Financial Corporation
Minnesota
-$203K -2,241 Closed
MWM
143
MBE Wealth Management
Wisconsin
-$102K -1,134 Closed
GRP
144
Global Retirement Partners
California
-$70K -775 Closed
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
-$48K -532 Closed
HCA
146
Heck Capital Advisors
Wisconsin
-$39K -430 Closed
WAP
147
Wealthcare Advisory Partners
Pennsylvania
-$27K -297 Closed
NFG
148
Next Financial Group
Texas
-$23K -257 Closed
CTB
149
Country Trust Bank
Illinois
-$21K -230 Closed
WAS
150
Winch Advisory Services
Wisconsin
-$7K -72 Closed

LGLV Hedge Fund Activity: Q2 2020 in Review

121 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2020, worth a combined $274M — down 30% from $394M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of LGLV and 14 opened new positions — a net loss of 17 holders — while 55 trimmed existing stakes and 33 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.18M. The largest seller was AE Wealth Management, cutting an estimated $32.3M.

  • 121 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2020, down from 139 in Q1 2020.
  • Funds reported $274M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2020, down 30% quarter-over-quarter.
  • 14 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2020 and 31 closed out, a net change of -17 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $2.18M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2020 was AE Wealth Management, an estimated $32.3M sold.

Based on aggregated 13F filings for Q2 2020.