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State Street SPDR US Large Cap Low Volatility Index ETF

114 hedge funds and large institutions have $283M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

358% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 12

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

54% more capital invested

Capital invested by funds: $183M → $283M (+$99.8M)

34% more funds holding

Funds holding: 85114 (+29)

0.54% less ownership

Funds ownership: 33%32.47% (-0.54%)

Holders
114
Holders Change
+29
Holders Change %
+34.12%
% of All Funds
2.5%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
35
Increased
55
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$30.9M +$20.3M +184,262 +199%
Bank of America
2
Bank of America
North Carolina
$17M +$804K +7,295 +5%
Ameriprise
3
Ameriprise
Minnesota
$12.3M +$4.94M +44,815 +68%
AI
4
Atria Investments
North Carolina
$11.1M +$142K +1,291 +1%
AF
5
Advisornet Financial
Minnesota
$10M +$8.8M +79,836 +799%
Morgan Stanley
6
Morgan Stanley
New York
$9.72M +$1.56M +14,143 +19%
DWM
7
Darwin Wealth Management
Florida
$9.63M +$1.06M +9,581 +12%
CFG
8
Cooper Financial Group
California
$9.42M +$3.32M +30,148 +55%
WP
9
WealthSource Partners
California
$8.98M +$6.79M +61,580 +324%
AWM
10
AE Wealth Management
Kansas
$7.73M +$1.55M +14,069 +25%
CGFA
11
Colton Groome Financial Advisors
North Carolina
$7.56M +$7.51M +68,118 New
HAS
12
HBW Advisory Services
California
$7.42M +$7.52M +68,256 New
CAL
13
Capital Analysts LLC
Pennsylvania
$7.04M +$413K +3,746 +6%
CI
14
CX Institutional
Indiana
$6.04M -$5M -45,375 -46%
RWA
15
Redhawk Wealth Advisors
Minnesota
$5.71M +$5.64M +51,205 New
Jane Street
16
Jane Street
New York
$5.33M +$356K +3,230 +7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$5.26M +$2.52M +22,891 +94%
SS
18
Simplicity Solutions
Minnesota
$5.21M -$484K -4,388 -9%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$4.78M +$4.72M +42,860 New
FGAM
20
Financial Gravity Asset Management
Texas
$4.59M +$3.23M +29,329 +248%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$4.35M +$2.59M +23,456 +147%
RA
22
RFG Advisory
Alabama
$4.16M +$487K +4,421 +13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.84M +$583K +5,293 +18%
BWFA
24
Baltimore-Washington Financial Advisors
Maryland
$3.83M +$2.76K +25 +0.1%
BFG
25
Barber Financial Group
Kansas
$3.62M -$11.7M -106,491 -77%

LGLV Hedge Fund Activity: Q3 2019 in Review

114 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2019, worth a combined $283M — up 54% from $183M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new LGLV positions and 6 closed out — a net gain of 29 holders — while 55 added to existing stakes and 12 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $20.3M. The largest seller was Barber Financial Group, cutting an estimated $11.7M.

  • 114 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2019, up from 85 in Q2 2019.
  • Funds reported $283M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2019, up 54% quarter-over-quarter.
  • 35 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2019 and 6 closed out, a net change of +29 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2019 was Ladenburg Thalmann Financial Services, an estimated $20.3M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2019 was Barber Financial Group, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2019.