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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

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: 6 → 8 (+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: 164 → 172 (+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
–

Top Buyers

1
CWM
Congress Wealth Management
Massachusetts
+$43.6M
2
WA
Win Advisors
Florida
+$11.7M
3
BWM
Brown Wealth Management
Illinois
+$7.06M
4
TC
TownSquare Capital
Utah
+$7.06M
5
MWM
McNaughton Wealth Management
California
+$6.45M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$8.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.51M
3
MSFS
Main Street Financial Solutions
Pennsylvania
-$3.05M
4
RWPA
Richard W. Paul & Associates
Michigan
-$3.04M
5
MML Investors Services
MML Investors Services
Massachusetts
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
176
JP Morgan Private Wealth Advisors
California
– -$213K -1,514 Closed
WMR
177
Wealth Management Resources
Rhode Island
– -$204K -1,452 Closed
AWM
178
Accel Wealth Management
Iowa
– -$203K -1,445 Closed
CWA
179
Clearview Wealth Advisors
Oregon
– -$115K -818 Closed
MTIC
180
Missouri Trust & Investment Company
Missouri
– -$17K -121 Closed
IPW
181
Impact Partnership Wealth
Georgia
– -$5.2K -37 Closed
PO
182
Private Ocean
California
– -$844 -6 Closed
4 5 6 7
8

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.