State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
10 hedge funds and large institutions have $6.71M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11% more funds holding
Funds holding: 9 → 10 (+1)
3% less capital invested
Capital invested by funds: $6.92M → $6.71M (-$214K)
7.18% less ownership
Funds ownership: 72.64% → 65.46% (-7.2%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$2.66M |
| 2 |
SG Americas Securities
New York
|
+$1.24M |
| 3 |
Axa
Paris,
France
|
+$240K |
| 4 |
Morgan Stanley
New York
|
+$15.6K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Goldman Sachs
New York
| $2.72M | +$2.66M | +39,830 | New |
|
|
2
SG Americas Securities
New York
| $1.85M | +$1.24M | +18,600 | +218% |
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $607K | -$1.6M | -23,878 | -73% |
|
|
4
Morgan Stanley
New York
| $452K | +$15.6K | +233 | +4% |
|
|
BFA
5
Beaumont Financial Advisors
Needham,
Massachusetts
| $349K | -$2.08M | -31,132 | -86% |
|
|
6
Axa
Paris,
France
| $245K | +$240K | +3,590 | New |
|
7
Ameriprise
Minneapolis,
Minnesota
| $171K | – | – | – |
|
8
Bank of America
Charlotte,
North Carolina
| $154K | -$445K | -6,660 | -75% |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $147K | -$473K | -7,082 | -77% |
|
10
Wells Fargo
San Francisco,
California
| $10K | – | – | – |
|
|
VKH
11
Virtu KCG Holdings
New York
| – | -$271K | -4,270 | Closed |
|
LGLV Hedge Fund Activity: Q4 2013 in Review
10 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q4 2013, worth a combined $6.71M — down 3.1% from $6.92M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LGLV positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.66M. The largest seller was Beaumont Financial Advisors, cutting an estimated $2.08M.
- 10 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q4 2013, up from 9 in Q3 2013.
- Funds reported $6.71M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q4 2013, down 3.1% quarter-over-quarter.
- 2 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q4 2013 and 1 closed out, a net change of +1 holder.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q4 2013 was Goldman Sachs, an estimated $2.66M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q4 2013 was Beaumont Financial Advisors, an estimated $2.08M sold.
Based on aggregated 13F filings for Q4 2013.