State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
121 hedge funds and large institutions have $275M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 55 reducing their positions, and 30 closing their positions.
9.65% less ownership
Funds ownership: 50.94% → 41.29% (-9.7%)
12% less funds holding
Funds holding: 138 → 121 (-17)
30% less capital invested
Capital invested by funds: $394M → $275M (-$119M)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
40% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 55
53% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.18M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.95M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.87M |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$1.25M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$32.3M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$32M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$25.2M |
| 4 |
BSAM
Blue Sky Asset Management
Greenwood Village,
Colorado
|
-$14.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.89M |
LGLV Hedge Fund Activity: Q2 2020 in Review
121 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2020, worth a combined $275M — down 30% from $394M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of LGLV and 14 opened new positions — a net loss of 16 holders — while 55 trimmed existing stakes and 33 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.18M. The largest seller was AE Wealth Management, cutting an estimated $32.3M.
- 121 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2020, down from 138 in Q1 2020.
- Funds reported $275M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2020, down 30% quarter-over-quarter.
- 14 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2020 and 30 closed out, a net change of -16 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $2.18M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2020 was AE Wealth Management, an estimated $32.3M sold.
Based on aggregated 13F filings for Q2 2020.