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State Street SPDR US Large Cap Low Volatility Index ETF

37 hedge funds and large institutions have $37.6M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

40% more capital invested

Capital invested by funds: $26.9M → $37.6M (+$10.7M)

37% more funds holding

Funds holding: 2737 (+10)

7.02% more ownership

Funds ownership: 23.95%30.97% (+7%)

Holders
37
Holders Change
+10
Holders Change %
+37.04%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
12
Reduced
8
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
$6.16M -$671K -7,047 -10%
CAL
2
Capital Analysts LLC
Pennsylvania
$5.63M +$624K +6,553 +13%
DWM
3
Darwin Wealth Management
Florida
$3.51M +$3.45M +36,195 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.1M +$1.69M +17,780 +125%
Citadel Advisors
5
Citadel Advisors
Florida
$2.99M +$2.94M +30,853 New
BWFA
6
Baltimore-Washington Financial Advisors
Maryland
$2.52M +$291K +3,053 +13%
RMA
7
Roffman Miller Associates
Pennsylvania
$1.6M +$1.57M +16,469 New
IFWM
8
Institute for Wealth Management
Colorado
$1.46M +$33.1K +347 +2%
TC
9
Trilogy Capital
California
$1.3M +$1.27M +13,362 New
CA
10
Cetera Advisors
Colorado
$1.27M -$47.6K -500 -4%
Ameriprise
11
Ameriprise
Minnesota
$1.27M +$456K +4,784 +58%
LPL Financial
12
LPL Financial
California
$945K +$101K +1,057 +12%
Jane Street
13
Jane Street
New York
$858K -$1.87M -19,666 -69%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$654K -$134K -1,403 -17%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$545K +$159K +1,672 +42%
SHIM
16
Stone House Investment Management
Pennsylvania
$440K +$432K +4,530 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$423K +$1.05K +11 +0.3%
Axa
18
Axa
France
$421K
BAM
19
Belpointe Asset Management
Nevada
$421K +$413K +4,333 New
Wells Fargo
20
Wells Fargo
California
$333K -$10.5K -110 -3%
Bank of America
21
Bank of America
North Carolina
$303K -$26.2K -275 -8%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$287K -$7.33K -77 -3%
SPIA
23
Steward Partners Investment Advisory
New York
$272K +$92.4K +970 +53%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$265K +$60.1K +631 +28%
UBS Group
25
UBS Group
Switzerland
$257K +$46.3K +486 +22%

LGLV Hedge Fund Activity: Q3 2018 in Review

37 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2018, worth a combined $37.6M — up 40% from $26.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LGLV positions and 2 closed out — a net gain of 10 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Darwin Wealth Management, opening a new position worth an estimated $3.45M. The largest seller was Jane Street, cutting an estimated $1.87M.

  • 37 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2018, up from 27 in Q2 2018.
  • Funds reported $37.6M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2018, up 40% quarter-over-quarter.
  • 12 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2018 and 2 closed out, a net change of +10 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2018 was Darwin Wealth Management, an estimated $3.45M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2018 was Jane Street, an estimated $1.87M sold.

Based on aggregated 13F filings for Q3 2018.