State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
9 hedge funds and large institutions have $4.9M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
13% more funds holding
Funds holding: 8 → 9 (+1)
11% more capital invested
Capital invested by funds: $4.4M → $4.9M (+$500K)
7.42% less ownership
Funds ownership: 40.29% → 32.87% (-7.4%)
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.39M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$225K |
| 3 |
SG Americas Securities
New York
|
+$119K |
| 4 |
Morgan Stanley
New York
|
+$23.1K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$7.52K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
SG Americas Securities
New York
| $1.8M | +$119K | +1,582 | +7% |
|
|
2
Ameriprise
Minneapolis,
Minnesota
| $1.38M | +$1.39M | +18,463 | New |
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $575K | -$38K | -506 | -6% |
|
|
4
Morgan Stanley
New York
| $542K | +$23.1K | +307 | +4% |
|
5
Axa
Paris,
France
| $330K | – | – | – |
|
|
6
Citadel Advisors
Miami,
Florida
| $223K | +$225K | +2,990 | New |
|
|
7
Bank of America
Charlotte,
North Carolina
| $52K | +$7.52K | +100 | +17% |
|
8
Wells Fargo
San Francisco,
California
| $7K | +$7.52K | +100 | New |
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$703K | -9,644 | Closed |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$370K | -5,080 | Closed |
|
|
BFA
11
Beaumont Financial Advisors
Needham,
Massachusetts
| – | -$219K | -3,007 | Closed |
|
12
Parallax Volatility Advisers
San Francisco,
California
| – | +$75 | +1 | New |
|
LGLV Hedge Fund Activity: Q4 2014 in Review
9 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q4 2014, worth a combined $4.9M — up 11% from $4.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LGLV positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $1.39M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $703K sold.
- 9 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q4 2014, up from 8 in Q3 2014.
- Funds reported $4.9M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q4 2014, up 11% quarter-over-quarter.
- 4 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q4 2014 and 3 closed out, a net change of +1 holder.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q4 2014 was Ameriprise, an estimated $1.39M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q4 2014 was Susquehanna International Group, an estimated $703K sold.
Based on aggregated 13F filings for Q4 2014.