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State Street SPDR US Large Cap Low Volatility Index ETF

27 hedge funds and large institutions have $26.9M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

5% more capital invested

Capital invested by funds: $25.5M → $26.9M (+$1.39M)

0.56% less ownership

Funds ownership: 24.51%23.95% (-0.56%)

10% less funds holding

Funds holding: 3027 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.36M -$309K -3,431 -5%
CAL
2
Capital Analysts LLC
Pennsylvania
$4.64M +$148K +1,648 +3%
Jane Street
3
Jane Street
New York
$2.57M +$491K +5,452 +24%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$2.06M -$57.9K -643 -3%
DWM
5
Darwin Wealth Management
Florida
$2.03M
IFWM
6
Institute for Wealth Management
Colorado
$1.33M +$72.6K +806 +6%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.29M +$970K +10,774 +310%
CA
8
Cetera Advisors
Colorado
$1.22M
LPL Financial
9
LPL Financial
California
$782K -$122K -1,360 -14%
Ameriprise
10
Ameriprise
Minnesota
$771K +$185K +2,056 +33%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$733K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$392K -$41.7K -463 -10%
Axa
13
Axa
France
$391K +$7.2K +80 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$355K +$43.3K +481 +14%
Wells Fargo
15
Wells Fargo
California
$319K -$12.9K -143 -4%
Bank of America
16
Bank of America
North Carolina
$306K -$90K -1,000 -23%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$273K
SPI
18
Santori & Peters Inc
Pennsylvania
$261K -$85.7K -952 -25%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$209K +$204K +2,271 New
UBS Group
20
UBS Group
Switzerland
$195K +$5.76K +64 +3%
SPIA
21
Steward Partners Investment Advisory
New York
$165K +$109K +1,207 +193%
AG
22
Advisor Group
Arizona
$107K +$8.46K +94 +9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$67K +$14.9K +165 +28%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$25K -$13.5K -150 -35%
FHA
25
Flagship Harbor Advisors
Massachusetts
$18K +$18K +200 New

LGLV Hedge Fund Activity: Q2 2018 in Review

27 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2018, worth a combined $26.9M — up 5.5% from $25.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of LGLV and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 11 added.

The largest buyer was Susquehanna International Group, adding an estimated $970K. The largest seller was Raymond James & Associates, exiting entirely with an estimated $919K sold.

  • 27 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2018, down from 30 in Q1 2018.
  • Funds reported $26.9M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2018, up 5.5% quarter-over-quarter.
  • 2 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2018 and 4 closed out, a net change of -2 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2018 was Susquehanna International Group, an estimated $970K added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2018 was Raymond James & Associates, an estimated $919K sold.

Based on aggregated 13F filings for Q2 2018.