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State Street SPDR US Large Cap Low Volatility Index ETF

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.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

17% more capital invested

Capital invested by funds: $252M → $295M (+$42.5M)

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: 119115 (-4)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
7
Increased
44
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$53.2M +$5.41M +39,143 +11%
Bank of America
2
Bank of America
North Carolina
$29.2M +$14.4M +104,459 +91%
LPL Financial
3
LPL Financial
California
$18.9M +$4.11M +29,754 +27%
Morgan Stanley
4
Morgan Stanley
New York
$17.9M +$481K +3,483 +3%
Ameriprise
5
Ameriprise
Minnesota
$17.5M -$258K -1,866 -1%
FAT
6
First American Trust
California
$17.1M +$17.7M +128,389 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$12.7M +$2.76M +19,984 +29%
AF
8
Advisornet Financial
Minnesota
$12.7M -$32.9K -238 -0.3%
BWFA
9
Baltimore-Washington Financial Advisors
Maryland
$9.97M +$837K +6,052 +9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$9.46M +$268K +1,942 +3%
AWA
11
ARQ Wealth Advisors
Arizona
$7.73M +$78.4K +567 +1%
MSFS
12
Main Street Financial Solutions
Pennsylvania
$6.84M +$471K +3,406 +7%
MMA
13
Miracle Mile Advisors
California
$5.95M +$94.8K +686 +2%
BTWM
14
Baker Tilly Wealth Management
Wisconsin
$3.17M -$29.2K -211 -0.9%
FTUS
15
Flow Traders U.S.
New York
$3.11M +$2.92M +21,129 +966%
IMC Chicago
16
IMC Chicago
Illinois
$3.09M +$264K +1,912 +9%
TCMP
17
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.77M +$560K +4,049 +24%
FEM
18
Fulcrum Equity Management
Texas
$2.71M +$2.81M +20,300 New
MA
19
Mutual Advisors
Nebraska
$2.45M -$137K -990 -5%
TLFA
20
True Link Financial Advisors
California
$2.43M -$61.8K -447 -2%
RMA
21
Roffman Miller Associates
Pennsylvania
$2.27M +$7.33K +53 +0.3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.24M -$1.11K -8 -0%
AWM
23
AE Wealth Management
Kansas
$2.05M +$1.3M +9,372 +156%
AI
24
Atria Investments
North Carolina
$2.02M +$2.1M +15,160 New
GM
25
GeoWealth Management
Illinois
$1.99M +$2.07M +14,950 New

LGLV Hedge Fund Activity: Q3 2021 in Review

115 of the 5,712 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 17% from $252M 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 17% 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.