State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
9 hedge funds and large institutions have $6.92M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
7.51% less ownership
Funds ownership: 80.15% → 72.64% (-7.5%)
8% less capital invested
Capital invested by funds: $7.54M → $6.92M (-$615K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$595K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$523K |
| 3 |
SG Americas Securities
New York
|
+$316K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$9.54K |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$1.27M |
| 2 |
Morgan Stanley
New York
|
-$988K |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$109K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$43.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFA
1
Beaumont Financial Advisors
Needham,
Massachusetts
| $2.3M | -$109K | -1,691 | -4% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.08M | -$43.6K | -677 | -2% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $587K | +$595K | +9,237 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $566K | +$523K | +8,116 | +1,025% |
|
|
5
SG Americas Securities
New York
| $542K | +$316K | +4,900 | +135% |
|
|
6
Morgan Stanley
New York
| $406K | -$988K | -15,340 | -71% |
|
|
VKH
7
Virtu KCG Holdings
New York
| $271K | +$275K | +4,270 | New |
|
8
Ameriprise
Minneapolis,
Minnesota
| $159K | – | – | – |
|
|
9
Wells Fargo
San Francisco,
California
| $9K | +$9.54K | +148 | New |
|
|
10
Goldman Sachs
New York
| – | -$1.27M | -20,232 | Closed |
|
LGLV Hedge Fund Activity: Q3 2013 in Review
9 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2013, worth a combined $6.92M — down 8.2% from $7.54M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LGLV positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $595K. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.27M sold.
- 9 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2013, up from 7 in Q2 2013.
- Funds reported $6.92M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2013, down 8.2% quarter-over-quarter.
- 3 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2013 and 1 closed out, a net change of +2 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2013 was Royal Bank of Canada, an estimated $595K added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2013 was Goldman Sachs, an estimated $1.27M sold.
Based on aggregated 13F filings for Q3 2013.