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State Street SPDR US Large Cap Low Volatility Index ETF

114 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, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.74% more ownership

Funds ownership: 38.25%41.99% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $230M → $227M (-$2.84M)

8% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 38

3% less funds holding

Funds holding: 118114 (-4)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
35
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$44.7M +$4.17M +34,405 +11%
Bank of America
2
Bank of America
North Carolina
$19.5M -$1.25M -10,319 -6%
Ameriprise
3
Ameriprise
Minnesota
$18.5M -$363K -2,999 -2%
Morgan Stanley
4
Morgan Stanley
New York
$17.7M -$583K -4,813 -3%
AF
5
Advisornet Financial
Minnesota
$11.9M +$483K +3,990 +4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$9.13M +$341K +2,817 +4%
BWFA
7
Baltimore-Washington Financial Advisors
Maryland
$8M +$669K +5,522 +9%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$7.59M +$333K +2,751 +5%
AWA
9
ARQ Wealth Advisors
Arizona
$6.92M +$211K +1,739 +3%
MSFS
10
Main Street Financial Solutions
Pennsylvania
$6.87M +$797K +6,577 +14%
LPL Financial
11
LPL Financial
California
$5.51M -$1.65M -13,628 -24%
MMA
12
Miracle Mile Advisors
California
$5.13M +$209K +1,724 +4%
BTWM
13
Baker Tilly Wealth Management
Wisconsin
$3.02M -$17.6K -145 -0.6%
MA
14
Mutual Advisors
Nebraska
$2.62M +$396K +3,268 +19%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.57M +$2.15M +17,761 +650%
TLFA
16
True Link Financial Advisors
California
$2.53M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.49M -$78K -644 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.2M +$654K +5,401 +44%
RMA
19
Roffman Miller Associates
Pennsylvania
$2.11M +$10.4K +86 +0.5%
DWM
20
Darwin Wealth Management
Florida
$2.08M -$810K -6,689 -29%
CFD
21
Creative Financial Designs
Indiana
$1.95M +$363 +3 +0%
HCM
22
Howard Capital Management
Georgia
$1.89M -$313K -2,585 -15%
IMC Chicago
23
IMC Chicago
Illinois
$1.89M +$57.4K +474 +3%
HIS
24
Harvest Investment Services
Illinois
$1.82M -$19.1K -158 -1%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.76M -$168K -1,391 -9%

LGLV Hedge Fund Activity: Q1 2021 in Review

114 of the 5,695 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 38 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.

  • 114 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.