State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
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.
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: 23 → 28 (+5)
1% less capital invested
Capital invested by funds: $21.3M → $21M (-$242K)
2% less ownership
Funds ownership: 25.26% → 23.26% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$621K |
| 2 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$276K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$197K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$155K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$119K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.31M |
| 2 |
Goldman Sachs
New York
|
-$649K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$606K |
| 4 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
-$157K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$5.18K |
LGLV Hedge Fund Activity: Q4 2017 in Review
28 of the 4,419 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.