State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
65 hedge funds and large institutions have $91.3M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 5 reducing their positions, and 5 closing their positions.
540% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 5
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
67% more capital invested
Capital invested by funds: $54.5M → $91.3M (+$36.8M)
20% more funds holding
Funds holding: 54 → 65 (+11)
6.1% less ownership
Funds ownership: 34.99% → 28.89% (-6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$10.1M |
| 2 |
Goldman Sachs
New York
|
+$3.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.84M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.64M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.31M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.86M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$506K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$382K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$108K |
LGLV Hedge Fund Activity: Q1 2019 in Review
65 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2019, worth a combined $91.3M — up 67% from $54.5M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LGLV positions and 5 closed out — a net gain of 11 holders — while 32 added to existing stakes and 5 trimmed.
The largest buyer was Barber Financial Group, opening a new position worth an estimated $10.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.31M.
- 65 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2019, up from 54 in Q4 2018.
- Funds reported $91.3M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2019, up 67% quarter-over-quarter.
- 16 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2019 and 5 closed out, a net change of +11 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2019 was Barber Financial Group, an estimated $10.1M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2019 was Raymond James Financial Services Advisors, an estimated $2.31M sold.
Based on aggregated 13F filings for Q1 2019.