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State Street SPDR US Large Cap Low Volatility Index ETF

19 hedge funds and large institutions have $30.4M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

19% more capital invested

Capital invested by funds: $25.5M → $30.4M (+$4.88M)

9.94% more ownership

Funds ownership: 32.11%42.05% (+9.9%)

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19M +$4.26K +54 +0%
Goldman Sachs
2
Goldman Sachs
New York
$3.03M +$2.98M +37,712 New
CAL
3
Capital Analysts LLC
Pennsylvania
$2.51M +$725K +9,184 +42%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$1.81M +$1.78M +22,582 New
CA
5
Cetera Advisors
Colorado
$1.11M
Wells Fargo
6
Wells Fargo
California
$981K +$270K +3,420 +39%
LPL Financial
7
LPL Financial
California
$367K +$361K +4,569 New
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$311K +$6.71K +85 +2%
Axa
9
Axa
France
$263K
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$251K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$250K +$36.5K +462 +17%
UBS Group
12
UBS Group
Switzerland
$169K
Bank of America
13
Bank of America
North Carolina
$123K -$43.4K -550 -27%
MFS
14
MSI Financial Services
Massachusetts
$122K -$46.1K -583 -28%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$47K -$340K -4,299 -88%
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$23.3K +295 New
DADC
17
D.A. Davidson & Co
Montana
$5K
AG
18
Advisor Group
Arizona
$3K +$3K +38 New
SG Americas Securities
19
SG Americas Securities
New York
-$942K -11,855 Closed
VKH
20
Virtu KCG Holdings
New York
-$267K -3,358 Closed
HW
21
Hedeker Wealth
Illinois
-$2.69K -213 Closed
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
-$16K -200 Closed

LGLV Hedge Fund Activity: Q4 2016 in Review

19 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q4 2016, worth a combined $30.4M — up 19% from $25.5M a quarter earlier.

Fund positioning in LGLV was balanced in Q4 2016: 5 funds opened new positions, 5 closed out, 5 added to existing stakes and 3 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.98M. The largest seller was SG Americas Securities, exiting entirely with an estimated $942K sold.

  • 19 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $30.4M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q4 2016, up 19% quarter-over-quarter.
  • 5 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q4 2016 and 5 closed out, a net change of 0 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q4 2016 was Goldman Sachs, an estimated $2.98M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q4 2016 was SG Americas Securities, an estimated $942K sold.

Based on aggregated 13F filings for Q4 2016.