State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
150 hedge funds and large institutions have $494M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 65 reducing their positions, and 39 closing their positions.
5.92% less ownership
Funds ownership: 73.74% → 67.82% (-5.9%)
12% less capital invested
Capital invested by funds: $558M → $494M (-$64.4M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
16% less funds holding
Funds holding: 178 → 150 (-28)
37% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 65
72% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$6.23M |
| 2 |
FFS
Founders Financial Securities
Towson,
Maryland
|
+$6.22M |
| 3 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$3.61M |
| 4 |
IMC Chicago
Chicago,
Illinois
|
+$2.17M |
| 5 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$21.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$19.9M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$15.8M |
| 4 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$10.6M |
| 5 |
LPL Financial
San Diego,
California
|
-$8M |
LGLV Hedge Fund Activity: Q1 2024 in Review
150 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2024, worth a combined $494M — down 12% from $558M a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of LGLV and 11 opened new positions — a net loss of 28 holders — while 65 trimmed existing stakes and 41 added.
The largest buyer was Horizon Investments, opening a new position worth an estimated $6.23M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.
- 150 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2024, down from 178 in Q4 2023.
- Funds reported $494M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2024, down 12% quarter-over-quarter.
- 11 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2024 and 39 closed out, a net change of -28 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2024 was Horizon Investments, an estimated $6.23M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $21.8M sold.
Based on aggregated 13F filings for Q1 2024.