State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
115 hedge funds and large institutions have $295M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 8 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
22% more capital invested
Capital invested by funds: $241M → $295M (+$53.5M)
10% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 40
5.96% more ownership
Funds ownership: 41.87% → 47.83% (+6%)
3% less funds holding
Funds holding: 119 → 115 (-4)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAT
First American Trust
Santa Ana,
California
|
+$17.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.41M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.11M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$1.91M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$1.22M |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$831K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$581K |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$555K |
LGLV Hedge Fund Activity: Q3 2021 in Review
115 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2021, worth a combined $295M — up 22% from $241M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of LGLV and 7 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 44 added.
The largest buyer was First American Trust, opening a new position worth an estimated $17.7M. The largest seller was Howard Capital Management, exiting entirely with an estimated $1.91M sold.
- 115 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2021, down from 119 in Q2 2021.
- Funds reported $295M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2021, up 22% quarter-over-quarter.
- 7 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2021 and 8 closed out, a net change of -1 holder.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2021 was First American Trust, an estimated $17.7M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2021 was Howard Capital Management, an estimated $1.91M sold.
Based on aggregated 13F filings for Q3 2021.