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State Street SPDR US Large Cap Low Volatility Index ETF

23 hedge funds and large institutions have $21.3M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

15% more funds holding

Funds holding: 2023 (+3)

10% more capital invested

Capital invested by funds: $19.3M → $21.3M (+$1.94M)

0.43% more ownership

Funds ownership: 24.83%25.26% (+0.43%)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.85M +$55K +629 +0.8%
CAL
2
Capital Analysts LLC
Pennsylvania
$3.89M +$434K +4,962 +13%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$2.17M -$116K -1,325 -5%
CA
4
Cetera Advisors
Colorado
$1.33M +$8.75K +100 +0.7%
Jane Street
5
Jane Street
New York
$1.31M +$1.3M +14,815 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.18M -$145K -1,661 -11%
LPL Financial
7
LPL Financial
California
$908K +$14.4K +165 +2%
Goldman Sachs
8
Goldman Sachs
New York
$649K -$479K -5,474 -43%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$430K +$200K +2,281 +89%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$426K +$112K +1,275 +36%
Ameriprise
11
Ameriprise
Minnesota
$342K -$138K -1,582 -29%
Wells Fargo
12
Wells Fargo
California
$327K -$159K -1,823 -33%
BAM
13
Belpointe Asset Management
Nevada
$292K +$288K +3,294 New
Axa
14
Axa
France
$290K
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$278K
Bank of America
16
Bank of America
North Carolina
$226K +$20.4K +233 +10%
UBS Group
17
UBS Group
Switzerland
$186K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$51K
AG
19
Advisor Group
Arizona
$48K +$8.66K +99 +23%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$47K +$46.5K +532 New
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$34K +$175 +2 +0.5%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$9K

LGLV Hedge Fund Activity: Q3 2017 in Review

23 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2017, worth a combined $21.3M — up 10% from $19.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new LGLV positions and 0 closed out — a net gain of 3 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.3M. The largest seller was Goldman Sachs, cutting an estimated $479K.

  • 23 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2017, up from 20 in Q2 2017.
  • Funds reported $21.3M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2017, up 10% quarter-over-quarter.
  • 3 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2017 and 0 closed out, a net change of +3 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2017 was Jane Street, an estimated $1.3M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2017 was Goldman Sachs, an estimated $479K sold.

Based on aggregated 13F filings for Q3 2017.