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State Street SPDR US Large Cap Low Volatility Index ETF

172 hedge funds and large institutions have $594M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

7.65% more ownership

Funds ownership: 67.57%75.21% (+7.6%)

6% more capital invested

Capital invested by funds: $559M → $594M (+$35M)

5% more funds holding

Funds holding: 164172 (+8)

0% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 60

Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.73%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
20
Increased
60
Reduced
60
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
126
Perfromance Wealth Partners
Illinois
$254K
TRCT
127
Tower Research Capital (TRC)
New York
$250K +$50.6K +363 +24%
MML Investors Services
128
MML Investors Services
Massachusetts
$242K -$2.78M -19,924 -92%
LNC
129
Lincoln National Corp
Pennsylvania
$241K +$976 +7 +0.4%
UIA
130
Ulland Investment Advisors
Minnesota
$240K -$2.09K -15 -0.8%
MSAM
131
Moloney Securities Asset Management
Missouri
$234K
CWM
132
Cornerstone Wealth Management
Missouri
$223K
MHB
133
Midwest Heritage Bank
Iowa
$221K
BL
134
Balentine LLC
Georgia
$220K
Corient Private Wealth
135
Corient Private Wealth
Florida
$216K +$226K +1,621 New
CBFP
136
Cedar Brook Financial Partners
Ohio
$216K +$15.1K +108 +7%
TF
137
Trek Financial
Arizona
$211K
GWP
138
Gateway Wealth Partners
Wisconsin
$210K -$3.63K -26 -2%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$208K
FZCM
140
Flynn Zito Capital Management
New York
$206K +$976 +7 +0.5%
EWA
141
EP Wealth Advisors
California
$187K +$196K +1,403 New
IA
142
IFP Advisors
Florida
$185K -$34.2K -245 -15%
PTC
143
Private Trust Company
Ohio
$177K +$39.6K +284 +27%
BWL
144
Bogart Wealth LLC
Virginia
$153K +$3.07K +22 +2%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$150K -$1.81K -13 -1%
BC
146
Barrett & Company
Rhode Island
$138K +$837 +6 +0.6%
PWMG
147
Prestige Wealth Management Group
New Jersey
$98.1K
1832 Asset Management
148
1832 Asset Management
Ontario, Canada
$96.3K
NA
149
NewEdge Advisors
Louisiana
$87.6K
GWM
150
Geneos Wealth Management
Colorado
$86K -$2.6M -18,629 -97%

LGLV Hedge Fund Activity: Q3 2023 in Review

172 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2023, worth a combined $594M — up 6.3% from $559M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LGLV positions and 10 closed out — a net gain of 10 holders — while 60 added to existing stakes and 60 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $43.6M. The largest seller was Private Advisor Group, cutting an estimated $8.6M.

  • 172 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2023, up from 164 in Q2 2023.
  • Funds reported $594M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2023, up 6.3% quarter-over-quarter.
  • 20 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2023 and 10 closed out, a net change of +10 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2023 was Congress Wealth Management, an estimated $43.6M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2023 was Private Advisor Group, an estimated $8.6M sold.

Based on aggregated 13F filings for Q3 2023.