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State Street SPDR US Large Cap Low Volatility Index ETF

129 hedge funds and large institutions have $293M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

2% more funds holding

Funds holding: 127129 (+2)

0.86% less ownership

Funds ownership: 53.62%52.77% (-0.86%)

15% less capital invested

Capital invested by funds: $345M → $293M (-$51.9M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 45

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
2.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
21
Increased
37
Reduced
45
Closed
18
Calls
$70K
Puts
Net Calls
+$70K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$59.2M -$233K -1,697 -0.4%
LPL Financial
2
LPL Financial
California
$24.4M +$2.72M +19,834 +12%
Morgan Stanley
3
Morgan Stanley
New York
$17.8M -$14.7K -107 -0.1%
FAT
4
First American Trust
California
$16.3M -$3.14M -22,898 -16%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$13.8M +$427K +3,116 +3%
BWFA
6
Baltimore-Washington Financial Advisors
Maryland
$12.2M +$4.05M +29,567 +46%
AF
7
Advisornet Financial
Minnesota
$12M +$60.5K +441 +0.5%
Bank of America
8
Bank of America
North Carolina
$10.5M -$443K -3,228 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.58M -$227K -1,654 -2%
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$9.04M +$8.27M +60,334 +693%
AWA
11
ARQ Wealth Advisors
Arizona
$7.71M -$19.6K -143 -0.2%
AIP
12
Almanack Investment Partners
Pennsylvania
$7.52M +$7.87M +57,421 New
AWM
13
AE Wealth Management
Kansas
$7.5M -$260K -1,896 -3%
MMA
14
Miracle Mile Advisors
California
$6.97M +$782K +5,699 +12%
MSFS
15
Main Street Financial Solutions
Pennsylvania
$6.68M -$1.25M -9,099 -15%
TCMP
16
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.83M -$954K -6,956 -16%
IMC Chicago
17
IMC Chicago
Illinois
$3.35M +$3.51M +25,610 New
BTWM
18
Baker Tilly Wealth Management
Wisconsin
$2.97M -$36.9K -269 -1%
SWP
19
Stratos Wealth Partners
Ohio
$2.71M +$215K +1,567 +8%
TLFA
20
True Link Financial Advisors
California
$2.24M -$148K -1,081 -6%
RMA
21
Roffman Miller Associates
Pennsylvania
$2.18M +$10.6K +77 +0.5%
Goldman Sachs
22
Goldman Sachs
New York
$2.02M
IWC
23
Integrated Wealth Concepts
Massachusetts
$1.85M +$24.3K +177 +1%
FHA
24
Flagship Harbor Advisors
Massachusetts
$1.84M -$1.51M -10,996 -44%
IWM
25
IHT Wealth Management
Illinois
$1.83M +$21K +153 +1%

LGLV Hedge Fund Activity: Q2 2022 in Review

129 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2022, worth a combined $293M — down 15% from $345M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LGLV positions and 18 closed out — a net gain of 3 holders — while 37 added to existing stakes and 45 trimmed.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $8.27M. The largest seller was Win Advisors, exiting entirely with an estimated $25.6M sold.

  • 129 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2022, up from 127 in Q1 2022.
  • Funds reported $293M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 21 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2022 and 18 closed out, a net change of +3 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $8.27M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2022 was Win Advisors, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2022.