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State Street SPDR US Large Cap Low Volatility Index ETF

22 hedge funds and large institutions have $34.4M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

16% more funds holding

Funds holding: 1922 (+3)

13% more capital invested

Capital invested by funds: $30.4M → $34.4M (+$4.02M)

3.29% less ownership

Funds ownership: 42.05%38.75% (-3.3%)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20M -$69.2K -832 -0.4%
CAL
2
Capital Analysts LLC
Pennsylvania
$2.94M +$301K +3,619 +12%
Goldman Sachs
3
Goldman Sachs
New York
$2.2M -$972K -11,686 -31%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$2.18M +$269K +3,235 +14%
CA
5
Cetera Advisors
Colorado
$1.14M -$33.3K -400 -3%
Citadel Advisors
6
Citadel Advisors
Florida
$1.03M +$1.01M +12,152 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$880K +$865K +10,399 New
Jane Street
8
Jane Street
New York
$758K +$746K +8,963 New
Wells Fargo
9
Wells Fargo
California
$647K -$380K -4,565 -37%
LPL Financial
10
LPL Financial
California
$634K +$247K +2,969 +65%
Ameriprise
11
Ameriprise
Minnesota
$405K +$399K +4,794 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$316K -$9.48K -114 -3%
Axa
13
Axa
France
$277K
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$265K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$264K +$582 +7 +0.2%
UBS Group
16
UBS Group
Switzerland
$178K
Bank of America
17
Bank of America
North Carolina
$142K +$12.3K +148 +10%
MAS
18
Madden Advisory Services
Florida
$105K +$103K +1,243 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$49K
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$25K
AG
21
Advisor Group
Arizona
$16K +$12.9K +155 +408%
DADC
22
D.A. Davidson & Co
Montana
-$5K -70 Closed

LGLV Hedge Fund Activity: Q1 2017 in Review

22 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2017, worth a combined $34.4M — up 13% from $30.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LGLV positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.01M. The largest seller was Goldman Sachs, cutting an estimated $972K.

  • 22 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2017, up from 19 in Q4 2016.
  • Funds reported $34.4M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2017, up 13% quarter-over-quarter.
  • 5 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2017 and 1 closed out, a net change of +4 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2017 was Citadel Advisors, an estimated $1.01M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2017 was Goldman Sachs, an estimated $972K sold.

Based on aggregated 13F filings for Q1 2017.