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State Street SPDR US Large Cap Low Volatility Index ETF

146 hedge funds and large institutions have $396M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $364M → $396M (+$32M)

5% more funds holding

Funds holding: 139146 (+7)

1.13% more ownership

Funds ownership: 58.06%59.19% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 46

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
50
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
126
Paladin Advisory Group
Iowa
$45.1K +$44.9K +330 New
S
127
SignatureFD
Georgia
$44.2K
Fidelity Investments
128
Fidelity Investments
Massachusetts
$44K +$13.8K +101 +46%
FFA
129
Farther Finance Advisors
California
$33.8K +$33.6K +247 New
MIM
130
Macroview Investment Management
Maryland
$29.4K -$1.91K -14 -6%
Citigroup
131
Citigroup
New York
$27.4K
BBPWM
132
Blue Bell Private Wealth Management
Pennsylvania
$21.9K
MHR
133
Matthew Hamilton Rosenberg
$21.3K
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$19.4K -$10.4K -76 -35%
BTI
135
Blue Trust Inc
Georgia
$18K +$18.4K +135 New
KHC
136
Koesten Hirschmann & Crabtree
Kansas
$17.5K +$17.4K +128 New
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K
ACA
138
Aptus Capital Advisors
Alabama
$12.9K -$905K -6,642 -99%
EWA
139
EverSource Wealth Advisors
Alabama
$12.7K
ATC
140
Adirondack Trust Company
New York
$11.6K
WP
141
WealthShield Partners
North Carolina
$9.17K +$9.13K +67 New
FRA
142
Front Row Advisors
California
$8K
IA
143
IFP Advisors
Florida
$4.88K -$39.9K -293 -84%
CIAS
144
Capital Investment Advisory Services
North Carolina
$3.89K +$3.81K +28 New
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$2.37K -$78.5K -576 -3%
TAM
146
Tucker Asset Management
Colorado
$1.37K
Wells Fargo
147
Wells Fargo
California
$124 -$30.6K -225 Closed
CI
148
CX Institutional
Indiana
-$12.8M -94,731 Closed
TWA
149
Tillar-Wenstrup Advisors
Ohio
-$2.18M -16,087 Closed
MCC
150
Money Concepts Capital
Florida
-$1.17M -8,597 Closed

LGLV Hedge Fund Activity: Q1 2023 in Review

146 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2023, worth a combined $396M — up 8.8% from $364M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LGLV positions and 17 closed out — a net gain of 10 holders — while 50 added to existing stakes and 46 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $11.7M. The largest seller was CX Institutional, exiting entirely with an estimated $12.8M sold.

  • 146 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2023, up from 139 in Q4 2022.
  • Funds reported $396M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 27 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2023 and 17 closed out, a net change of +10 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2023 was Thrivent Financial for Lutherans, an estimated $11.7M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2023 was CX Institutional, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2023.