State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
113 hedge funds and large institutions have $227M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 18 closing their positions.
3.46% more ownership
Funds ownership: 38.25% → 41.71% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 37
4% less funds holding
Funds holding: 118 → 113 (-5)
17% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 18
39% less capital inflows, than outflows
Capital inflows: $17.7M | Capital outflows: $28.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.17M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.15M |
| 3 |
Newfound Research
Wellesley Hills,
Massachusetts
|
+$1.15M |
| 4 |
Donor Advised Charitable Giving
San Francisco,
California
|
+$990K |
| 5 |
Main Street Financial Solutions
Newtown,
Pennsylvania
|
+$797K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Fund Management
Lady Lake,
Florida
|
-$5.06M |
| 2 |
Merit Financial Group
Alpharetta,
Georgia
|
-$3.98M |
| 3 |
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.95M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.9M |
| 5 |
AE Wealth Management
Topeka,
Kansas
|
-$1.76M |
LGLV Hedge Fund Activity: Q1 2021 in Review
113 of the 5,714 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2021, worth a combined $227M — down 1.2% from $230M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of LGLV and 15 opened new positions — a net loss of 3 holders — while 37 trimmed existing stakes and 35 added.
The largest buyer was Osaic Holdings, adding an estimated $4.17M. The largest seller was Royal Fund Management, exiting entirely with an estimated $5.06M sold.
- 113 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2021, down from 118 in Q4 2020.
- Funds reported $227M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2021, down 1.2% quarter-over-quarter.
- 15 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2021 and 18 closed out, a net change of -3 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2021 was Osaic Holdings, an estimated $4.17M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2021 was Royal Fund Management, an estimated $5.06M sold.
Based on aggregated 13F filings for Q1 2021.