State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
141 hedge funds and large institutions have $363M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 20 reducing their positions, and 14 closing their positions.
215% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 20
193% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 14
28% more capital invested
Capital invested by funds: $283M → $363M (+$79.7M)
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
24% more funds holding
Funds holding: 114 → 141 (+27)
6.56% more ownership
Funds ownership: 32.47% → 39.02% (+6.6%)
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$18.9M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$10.2M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$7.21M |
| 5 |
CF
Copperwynd Financial
Scottsdale,
Arizona
|
+$4.42M |
Top Sellers
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$11.1M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$6.38M |
| 3 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$6.01M |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$5.71M |
| 5 |
Jane Street
New York
|
-$5.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Renaissance Technologies
New York
| – | -$379K | -3,400 | Closed |
|
|
FF
152
Friedenthal Financial
Marlton,
New Jersey
| – | -$377K | -3,383 | Closed |
|
153
Stifel Financial
St. Louis,
Missouri
| – | -$356K | -3,201 | Closed |
|
|
FEM
154
Fulcrum Equity Management
Plano,
Texas
| – | -$213K | -1,909 | Closed |
|
LGLV Hedge Fund Activity: Q4 2019 in Review
141 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q4 2019, worth a combined $363M — up 28% from $283M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new LGLV positions and 14 closed out — a net gain of 27 holders — while 63 added to existing stakes and 20 trimmed.
The largest buyer was Ameriprise, adding an estimated $19.9M. The largest seller was Atria Investments, exiting entirely with an estimated $11.1M sold.
- 141 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q4 2019, up from 114 in Q3 2019.
- Funds reported $363M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q4 2019, up 28% quarter-over-quarter.
- 41 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q4 2019 and 14 closed out, a net change of +27 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q4 2019 was Ameriprise, an estimated $19.9M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q4 2019 was Atria Investments, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2019.