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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
AAP
151
Arax Advisory Partners
Colorado
$79.7K +$418 +3 +0.5%
S
152
SignatureFD
Georgia
$70.8K
NS
153
NBC Securities
Alabama
$54K +$56.9K +408 New
CTC
154
Central Trust Company
Missouri
$50.5K
WOSD
155
WFA of San Diego
California
$43.4K
PAG
156
Paladin Advisory Group
Iowa
$41.7K -$2.51K -18 -5%
FFA
157
Farther Finance Advisors
California
$34.2K +$1.25K +9 +4%
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$31.4K +$30.7K +220 +1,467%
RG
159
Retirement Group
California
$30.6K +$139 +1 +0.4%
Comerica Bank
160
Comerica Bank
Texas
$30K +$31.4K +225 New
MIM
161
Macroview Investment Management
Maryland
$28.8K
SWM
162
Spire Wealth Management
Virginia
$21.6K -$164K -1,177 -88%
BBPWM
163
Blue Bell Private Wealth Management
Pennsylvania
$21.4K
MHR
164
Matthew Hamilton Rosenberg
$20.8K
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.4K
FRA
166
Front Row Advisors
California
$8.01K
ATC
167
Adirondack Trust Company
New York
$6.68K
APC
168
Aspire Private Capital
North Carolina
$6.28K -$31.1K -223 -83%
CIAS
169
Capital Investment Advisory Services
North Carolina
$3.8K
IF
170
Integrity Financial
Wyoming
$3.47K
LFG
171
Larson Financial Group
Missouri
$3.47K +$3.63K +26 New
TAM
172
Tucker Asset Management
Colorado
$3.21K +$1.95K +14 +140%
RWPA
173
Richard W. Paul & Associates
Michigan
-$3.04M -21,609 Closed
WEG
174
World Equity Group
Illinois
-$958K -6,816 Closed
PSF
175
Pacific Sun Financial
California
-$209K -1,530 Closed

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.