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State Street SPDR US Large Cap Low Volatility Index ETF

129 hedge funds and large institutions have $293M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

2% more funds holding

Funds holding: 127129 (+2)

0.86% less ownership

Funds ownership: 53.62%52.77% (-0.86%)

15% less capital invested

Capital invested by funds: $345M → $293M (-$51.9M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 45

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
2.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
21
Increased
37
Reduced
45
Closed
18
Calls
$70K
Puts
Net Calls
+$70K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
126
Tucker Asset Management
Colorado
$1.31K
WA
127
Win Advisors
Florida
-$25.6M -177,927 Closed
GM
128
GeoWealth Management
Illinois
-$10.8M -75,401 Closed
SOS
129
Silver Oak Securities
Tennessee
-$2.96M -20,355 Closed
NWMG
130
National Wealth Management Group
Ohio
-$749K -5,211 Closed
LFA
131
Legacy Financial Advisors
Kentucky
-$564K -3,922 Closed
CCFM
132
Clear Creek Financial Management
Washington
-$311K -2,166 Closed
AR
133
Apeiron RIA
Texas
-$305K -2,093 Closed
FANJ
134
Financial Architects (New Jersey)
New Jersey
-$281K -1,952 Closed
JMPWA
135
JP Morgan Private Wealth Advisors
California
-$218K -1,514 Closed
CBFP
136
Cedar Brook Financial Partners
Ohio
-$217K -1,509 Closed
FZCM
137
Flynn Zito Capital Management
New York
-$215K -1,493 Closed
RMAM
138
Raab & Moskowitz Asset Management
New Jersey
-$204K -1,422 Closed
BFG
139
Bouchey Financial Group
New York
-$201K -1,400 Closed
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
-$201K -1,400 Closed
LAS
141
Lloyd Advisory Services
Georgia
-$182K -1,267 Closed
PAG
142
Paladin Advisory Group
Iowa
-$73.5K -536 Closed
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
-$33K -232 Closed
FFWM
144
Future Financial Wealth Management
Ohio
-$29K -200 Closed
JP Morgan Chase
145
JP Morgan Chase
New York
+$137 +1 New
FHA
146
First Horizon Advisors
Tennessee
+$411 +3 New

LGLV Hedge Fund Activity: Q2 2022 in Review

129 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2022, worth a combined $293M — down 15% from $345M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LGLV positions and 18 closed out — a net gain of 3 holders — while 37 added to existing stakes and 45 trimmed.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $8.27M. The largest seller was Win Advisors, exiting entirely with an estimated $25.6M sold.

  • 129 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2022, up from 127 in Q1 2022.
  • Funds reported $293M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 21 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2022 and 18 closed out, a net change of +3 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $8.27M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2022 was Win Advisors, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2022.