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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
MIM
151
Macroview Investment Management
Maryland
$30.3K +$138 +1 +0.5%
BBPWM
152
Blue Bell Private Wealth Management
Pennsylvania
$22.5K
MHR
153
Matthew Hamilton Rosenberg
$21.9K
MTIC
154
Missouri Trust & Investment Company
Missouri
$17K +$16.6K +121 New
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.1K
ACA
156
Aptus Capital Advisors
Alabama
$10.7K -$2.48K -18 -19%
FRA
157
Front Row Advisors
California
$8K
ATC
158
Adirondack Trust Company
New York
$7.12K -$4.82K -35 -41%
IPW
159
Impact Partnership Wealth
Georgia
$5.2K +$5.09K +37 New
CIAS
160
Capital Investment Advisory Services
North Carolina
$4K
IF
161
Integrity Financial
Wyoming
$3.66K +$3.58K +26 New
TAM
162
Tucker Asset Management
Colorado
$1.41K
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$1.26K -$17.5K -127 -89%
PO
164
Private Ocean
California
$844 +$826 +6 New
ARC
165
Advisor Resource Council
Texas
-$2.56M -18,596 Closed
VF
166
VitalStone Financial
Texas
-$2.15M -14,288 Closed
BAM
167
Belpointe Asset Management
Nevada
-$309K -2,260 Closed
AR
168
Apeiron RIA
Texas
-$235K -1,716 Closed
BAAM
169
Baker Avenue Asset Management
California
-$233K -1,700 Closed
FTS
170
Fifth Third Securities
Ohio
-$220K -1,605 Closed
SFS
171
Sowell Financial Services
Arkansas
-$212K -1,553 Closed
GFWA
172
Grey Fox Wealth Advisors
Delaware
-$108K -789 Closed
SIS
173
Sound Income Strategies
Florida
-$48.7K -356 Closed
KM
174
Kalos Management
Georgia
-$47.2K -345 Closed
Citigroup
175
Citigroup
New York
-$27.4K -200 Closed

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.