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State Street SPDR US Large Cap Low Volatility Index ETF

85 hedge funds and large institutions have $183M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 8

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

101% more capital invested

Capital invested by funds: $91.3M → $183M (+$91.9M)

31% more funds holding

Funds holding: 6585 (+20)

4.11% more ownership

Funds ownership: 28.89%33% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
85
Holders Change
+20
Holders Change %
+30.77%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
37
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$15.6M +$3.21M +30,807 +27%
BFG
2
Barber Financial Group
Kansas
$15M +$3.52M +33,844 +32%
CI
3
CX Institutional
Indiana
$10.7M +$10.4M +99,589 New
AI
4
Atria Investments
North Carolina
$10.7M +$10.2M +97,849 New
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$9.99M +$6.96M +66,827 +257%
DWM
6
Darwin Wealth Management
Florida
$8.27M +$940K +9,028 +13%
Morgan Stanley
7
Morgan Stanley
New York
$7.86M +$776K +7,447 +11%
Ameriprise
8
Ameriprise
Minnesota
$7.09M +$2.65M +25,451 +63%
CAL
9
Capital Analysts LLC
Pennsylvania
$6.39M +$27.6K +265 +0.4%
AWM
10
AE Wealth Management
Kansas
$5.95M +$5.76M +55,290 New
CFG
11
Cooper Financial Group
California
$5.85M +$284K +2,728 +5%
SS
12
Simplicity Solutions
Minnesota
$5.5M +$5.32M +51,098 New
Jane Street
13
Jane Street
New York
$4.8M +$2.5M +24,008 +117%
BWFA
14
Baltimore-Washington Financial Advisors
Maryland
$3.69M +$27.8K +267 +0.8%
EWM
15
Executive Wealth Management
Michigan
$3.67M +$3.55M +34,101 New
BCM
16
Brookstone Capital Management
Illinois
$3.62M +$3.5M +33,579 New
RA
17
RFG Advisory
Alabama
$3.55M +$3.43M +32,923 New
Goldman Sachs
18
Goldman Sachs
New York
$3.48M -$329K -3,160 -9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.14M +$2.27M +21,752 +295%
RFM
20
Royal Fund Management
Florida
$3.08M +$197K +1,890 +7%
AWA
21
Arete Wealth Advisors
Illinois
$2.97M +$917K +8,807 +47%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.62M +$835K +8,013 +49%
PWMG
23
Prestige Wealth Management Group
New Jersey
$2.56M +$2.48M +23,774 New
SPIA
24
Steward Partners Investment Advisory
New York
$2.47M +$439K +4,215 +23%
WP
25
WealthSource Partners
California
$2.05M +$963K +9,251 +95%

LGLV Hedge Fund Activity: Q2 2019 in Review

85 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2019, worth a combined $183M — up 101% from $91.3M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new LGLV positions and 9 closed out — a net gain of 20 holders — while 37 added to existing stakes and 8 trimmed.

The largest buyer was CX Institutional, opening a new position worth an estimated $10.4M. The largest seller was Oakwood Capital Management, exiting entirely with an estimated $1.39M sold.

  • 85 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2019, up from 65 in Q1 2019.
  • Funds reported $183M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2019, up 101% quarter-over-quarter.
  • 29 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2019 and 9 closed out, a net change of +20 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2019 was CX Institutional, an estimated $10.4M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2019 was Oakwood Capital Management, an estimated $1.39M sold.

Based on aggregated 13F filings for Q2 2019.