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State Street SPDR US Large Cap Low Volatility Index ETF

20 hedge funds and large institutions have $19.3M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

9% less funds holding

Funds holding: 2220 (-2)

13.93% less ownership

Funds ownership: 38.75%24.83% (-14%)

44% less capital invested

Capital invested by funds: $34.4M → $19.3M (-$15.1M)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.63M -$13.7M -159,264 -68%
CAL
2
Capital Analysts LLC
Pennsylvania
$3.37M +$351K +4,094 +12%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$2.24M +$2.57K +30 +0.1%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.29M +$391K +4,555 +44%
CA
5
Cetera Advisors
Colorado
$1.29M +$120K +1,400 +10%
Goldman Sachs
6
Goldman Sachs
New York
$1.11M -$1.14M -13,236 -51%
LPL Financial
7
LPL Financial
California
$871K +$217K +2,529 +34%
Wells Fargo
8
Wells Fargo
California
$477K -$183K -2,134 -28%
Ameriprise
9
Ameriprise
Minnesota
$470K +$55.1K +643 +13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$305K +$35.2K +411 +13%
Axa
11
Axa
France
$283K
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$271K
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$222K -$102K -1,187 -32%
Bank of America
14
Bank of America
North Carolina
$200K +$54.6K +637 +38%
UBS Group
15
UBS Group
Switzerland
$182K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$50K
AG
17
Advisor Group
Arizona
$38K +$20.8K +243 +126%
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$6.95K +81 +27%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$9K +$8.57K +100 New
Citadel Advisors
20
Citadel Advisors
Florida
-$1.03M -12,152 Closed
Jane Street
21
Jane Street
New York
-$758K -8,963 Closed
MAS
22
Madden Advisory Services
Florida
-$105K -1,243 Closed

LGLV Hedge Fund Activity: Q2 2017 in Review

20 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2017, worth a combined $19.3M — down 44% from $34.4M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of LGLV and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 10 added.

The largest buyer was Susquehanna International Group, adding an estimated $391K. The largest seller was Morgan Stanley, cutting an estimated $13.7M.

  • 20 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2017, down from 22 in Q1 2017.
  • Funds reported $19.3M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2017, down 44% quarter-over-quarter.
  • 1 fund opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2017 and 3 closed out, a net change of -2 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2017 was Susquehanna International Group, an estimated $391K added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2017 was Morgan Stanley, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2017.