State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
163 hedge funds and large institutions have $588M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 59 reducing their positions, and 13 closing their positions.
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
6% more funds holding
Funds holding: 154 → 163 (+9)
3.1% more ownership
Funds ownership: 72.82% → 75.92% (+3.1%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
3% less capital invested
Capital invested by funds: $604M → $588M (-$15.9M)
32% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$19.1M |
| 2 |
IC
IEQ Capital
Foster City,
California
|
+$15.8M |
| 3 |
SC
Sykon Capital
Harrison,
New York
|
+$12M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$11.2M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$17.9M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$9.73M |
| 3 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$6.32M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.06M |
| 5 |
LPL Financial
San Diego,
California
|
-$5.77M |
LGLV Hedge Fund Activity: Q4 2024 in Review
163 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q4 2024, worth a combined $588M — down 2.6% from $604M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new LGLV positions and 13 closed out — a net gain of 12 holders — while 40 added to existing stakes and 59 trimmed.
The largest buyer was State Street, adding an estimated $19.1M. The largest seller was GeoWealth Management, cutting an estimated $17.9M.
- 163 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q4 2024, up from 154 in Q3 2024.
- Funds reported $588M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q4 2024, down 2.6% quarter-over-quarter.
- 25 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q4 2024 and 13 closed out, a net change of +12 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q4 2024 was State Street, an estimated $19.1M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q4 2024 was GeoWealth Management, an estimated $17.9M sold.
Based on aggregated 13F filings for Q4 2024.