State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
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.
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: 139 → 146 (+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: 5 → 4 (-1)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EAM
151
Empirical Asset Management
Wellesley,
Massachusetts
| – | -$1.03M | -7,612 | Closed |
|
152
Citadel Advisors
Miami,
Florida
| – | -$662K | -4,882 | Closed |
|
153
Mercer Global Advisors
Denver,
Colorado
| – | -$324K | -2,392 | Closed |
|
|
GWP
154
Gateway Wealth Partners
Appleton,
Wisconsin
| – | -$268K | -1,976 | Closed |
|
155
Rockefeller Capital Management
New York
| – | -$228K | -1,683 | Closed |
|
|
IFG
156
Independent Financial Group
San Diego,
California
| – | -$221K | -1,631 | Closed |
|
|
EWA
157
EP Wealth Advisors
Torrance,
California
| – | -$190K | -1,403 | Closed |
|
|
WOSD
158
WFA of San Diego
San Diego,
California
| – | -$76.5K | -564 | Closed |
|
|
TC
159
Tacita Capital
Toronto,
Ontario, Canada
| – | -$31K | -230 | Closed |
|
|
LWP
160
Laurel Wealth Planning
Edina,
Minnesota
| – | -$19.3K | -142 | Closed |
|
|
AWM
161
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$10.2K | -74 | Closed |
|
|
CWP
162
Concord Wealth Partners
Abingdon,
Virginia
| – | -$7.87K | -58 | Closed |
|
|
FHA
163
First Horizon Advisors
Memphis,
Tennessee
| – | -$407 | -3 | 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.