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State Street SPDR US Large Cap Low Volatility Index ETF

28 hedge funds and large institutions have $21M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

22% more funds holding

Funds holding: 2328 (+5)

1% less capital invested

Capital invested by funds: $21.3M → $21M (-$242K)

2% less ownership

Funds ownership: 25.26%23.26% (-2%)

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7M -$2.64K -29 -0%
CAL
2
Capital Analysts LLC
Pennsylvania
$4.25M +$276K +3,032 +7%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$2.06M -$157K -1,722 -7%
CA
4
Cetera Advisors
Colorado
$1.37M +$18.2K +200 +1%
LPL Financial
5
LPL Financial
California
$927K +$182 +2 +0%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$635K +$197K +2,165 +45%
DWM
7
Darwin Wealth Management
Florida
$618K +$621K +6,828 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$600K -$606K -6,663 -50%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$438K +$2.73K +30 +0.6%
BAM
10
Belpointe Asset Management
Nevada
$417K +$119K +1,306 +40%
SPI
11
Santori & Peters Inc
Pennsylvania
$402K +$421K +4,634 New
Ameriprise
12
Ameriprise
Minnesota
$371K +$22.3K +245 +6%
Wells Fargo
13
Wells Fargo
California
$359K +$25.4K +279 +8%
Axa
14
Axa
France
$352K +$56.4K +620 +19%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$283K
Bank of America
16
Bank of America
North Carolina
$244K +$13.6K +150 +6%
UBS Group
17
UBS Group
Switzerland
$190K
FAAS
18
First Allied Advisory Services
California
$153K +$155K +1,706 New
AG
19
Advisor Group
Arizona
$87K +$38.5K +423 +79%
Citigroup
20
Citigroup
New York
$71K +$71.2K +783 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$53K
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$43K -$5.18K -57 -11%
GWM
23
Geneos Wealth Management
Colorado
$41K +$41.7K +458 New
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$728 +8 +2%
IA
25
IFP Advisors
Florida
$18K +$18.4K +202 New

LGLV Hedge Fund Activity: Q4 2017 in Review

28 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q4 2017, worth a combined $21M — down 1.1% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LGLV positions and 2 closed out — a net gain of 5 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Darwin Wealth Management, opening a new position worth an estimated $621K. The largest seller was Jane Street, exiting entirely with an estimated $1.31M sold.

  • 28 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q4 2017, up from 23 in Q3 2017.
  • Funds reported $21M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q4 2017, down 1.1% quarter-over-quarter.
  • 7 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q4 2017 and 2 closed out, a net change of +5 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q4 2017 was Darwin Wealth Management, an estimated $621K added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q4 2017 was Jane Street, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2017.