State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
110 hedge funds and large institutions have $212M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 50 reducing their positions, and 25 closing their positions.
4.29% less ownership
Funds ownership: 41.29% → 37% (-4.3%)
9% less funds holding
Funds holding: 121 → 110 (-11)
23% less capital invested
Capital invested by funds: $274M → $212M (-$62.5M)
40% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 25
52% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 50
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $380K
Top Buyers
Top Sellers
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$25.8M |
| 2 |
LPL Financial
San Diego,
California
|
-$10.4M |
| 3 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$8.5M |
| 4 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$7.11M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
126
Arete Wealth Advisors
Chicago,
Illinois
| – | -$268K | -2,627 | Closed |
|
|
NWP
127
Northstar Wealth Partners
West Hartford,
Connecticut
| – | -$210K | -2,065 | Closed |
|
|
RWA
128
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$204K | -1,996 | Closed |
|
|
FANJ
129
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$186K | -1,825 | Closed |
|
|
FCM
130
Firestone Capital Management
Coral Gables,
Florida
| – | -$51K | -500 | Closed |
|
|
HFA
131
Hoover Financial Advisors
Malvern,
Pennsylvania
| – | -$29K | -280 | Closed |
|
|
CAN
132
Cetera Advisor Networks
El Segundo,
California
| – | -$19K | -191 | Closed |
|
|
RCA
133
Rowland Carmichael Advisors
Scottsdale,
Arizona
| – | -$14K | -141 | Closed |
|
134
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$14K | -136 | Closed |
|
|
FFC
135
Fure Financial Corporation
Bloomington,
Minnesota
| – | +$969 | +9 | New |
|
LGLV Hedge Fund Activity: Q3 2020 in Review
110 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2020, worth a combined $212M — down 23% from $274M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of LGLV and 15 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 24 added.
The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $3.89M. The largest seller was Creative Financial Designs, cutting an estimated $25.8M.
- 110 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2020, down from 121 in Q2 2020.
- Funds reported $212M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2020, down 23% quarter-over-quarter.
- 15 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2020 and 25 closed out, a net change of -10 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2020 was Miracle Mile Advisors, an estimated $3.89M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2020 was Creative Financial Designs, an estimated $25.8M sold.
Based on aggregated 13F filings for Q3 2020.