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State Street SPDR US Large Cap Low Volatility Index ETF

164 hedge funds and large institutions have $559M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

41% more capital invested

Capital invested by funds: $396M → $559M (+$162M)

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

12% more funds holding

Funds holding: 146164 (+18)

8.38% more ownership

Funds ownership: 59.19%67.57% (+8.4%)

Holders
164
Holders Change
+18
Holders Change %
+12.33%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
34
Increased
61
Reduced
46
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$219K +$4.13K +30 +2%
FZCM
127
Flynn Zito Capital Management
New York
$215K +$963 +7 +0.5%
JMPWA
128
JP Morgan Private Wealth Advisors
California
$213K -$6.33K -46 -3%
TRCT
129
Tower Research Capital (TRC)
New York
$213K +$17.7K +129 +9%
CBFP
130
Cedar Brook Financial Partners
Ohio
$212K +$550 +4 +0.3%
PSF
131
Pacific Sun Financial
California
$209K +$211K +1,530 New
WMR
132
Wealth Management Resources
Rhode Island
$204K -$370K -2,688 -65%
AWM
133
Accel Wealth Management
Iowa
$203K
SWM
134
Spire Wealth Management
Virginia
$188K +$21.7K +158 +13%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$159K +$112K +811 +252%
BWL
136
Bogart Wealth LLC
Virginia
$158K +$138 +1 +0.1%
PTC
137
Private Trust Company
Ohio
$147K +$45.7K +332 +47%
BC
138
Barrett & Company
Rhode Island
$145K +$550 +4 +0.4%
CWA
139
Clearview Wealth Advisors
Oregon
$115K +$550 +4 +0.5%
PWMG
140
Prestige Wealth Management Group
New Jersey
$103K
1832 Asset Management
141
1832 Asset Management
Ontario, Canada
$101K
NA
142
NewEdge Advisors
Louisiana
$92.2K
AAP
143
Arax Advisory Partners
Colorado
$83.6K +$275 +2 +0.3%
S
144
SignatureFD
Georgia
$74.5K +$28.5K +207 +64%
CTC
145
Central Trust Company
Missouri
$53.2K
PAG
146
Paladin Advisory Group
Iowa
$46.4K
WOSD
147
WFA of San Diego
California
$45.7K +$44.7K +325 New
APC
148
Aspire Private Capital
North Carolina
$38K +$37.1K +270 New
FFA
149
Farther Finance Advisors
California
$34.7K
RG
150
Retirement Group
California
$32.2K -$26.3K -191 -45%

LGLV Hedge Fund Activity: Q2 2023 in Review

164 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2023, worth a combined $559M — up 41% from $396M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LGLV positions and 15 closed out — a net gain of 19 holders — while 61 added to existing stakes and 46 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $35.4M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $10.7M.

  • 164 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2023, up from 146 in Q1 2023.
  • Funds reported $559M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2023, up 41% quarter-over-quarter.
  • 34 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2023 and 15 closed out, a net change of +19 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2023 was Wells Fargo, an estimated $35.4M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2023.