State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
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.
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
2% more funds holding
Funds holding: 127 → 129 (+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: 6 → 5 (-1)
18% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$8.27M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$7.87M |
| 3 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$4.05M |
| 4 |
IMC Chicago
Chicago,
Illinois
|
+$3.51M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$25.6M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$10.8M |
| 3 |
FAT
First American Trust
Santa Ana,
California
|
-$3.14M |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$2.96M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.6M |
LGLV Hedge Fund Activity: Q2 2022 in Review
129 of the 5,959 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.