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State Street SPDR US Large Cap Low Volatility Index ETF

127 hedge funds and large institutions have $302M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 36

3.11% more ownership

Funds ownership: 52.77%55.87% (+3.1%)

3% more capital invested

Capital invested by funds: $293M → $302M (+$8.31M)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less funds holding

Funds holding: 129127 (-2)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
16
Increased
43
Reduced
36
Closed
16
Calls
$66K
Puts
Net Calls
+$66K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$68.8M +$14.2M +105,385 +23%
LPL Financial
2
LPL Financial
California
$22.7M -$238K -1,762 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$18.6M +$1.93M +14,274 +10%
FAT
4
First American Trust
California
$15M -$487K -3,603 -3%
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$14.6M +$1.48M +10,986 +12%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$13.1M +$157K +1,162 +1%
AF
7
Advisornet Financial
Minnesota
$11.7M +$396K +2,935 +3%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$10.2M +$1.85M +13,729 +20%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.2M +$196K +1,451 +2%
Bank of America
10
Bank of America
North Carolina
$9.12M -$872K -6,458 -8%
AWM
11
AE Wealth Management
Kansas
$8.82M +$1.92M +14,239 +25%
AWA
12
ARQ Wealth Advisors
Arizona
$7.3M +$37.8K +280 +0.5%
CI
13
CX Institutional
Indiana
$7.09M +$7.76M +57,452 +319,178%
MMA
14
Miracle Mile Advisors
California
$6.86M +$318K +2,352 +4%
MSFS
15
Main Street Financial Solutions
Pennsylvania
$6.8M +$554K +4,100 +8%
TCMP
16
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.62M +$74K +548 +1%
BTWM
17
Baker Tilly Wealth Management
Wisconsin
$2.79M -$4.05K -30 -0.1%
IWC
18
Integrated Wealth Concepts
Massachusetts
$2.72M +$1.07M +7,951 +56%
SIM
19
Seaview Investment Managers
Florida
$2.71M +$2.97M +22,000 New
SWP
20
Stratos Wealth Partners
Ohio
$2.65M +$101K +751 +4%
IMC Chicago
21
IMC Chicago
Illinois
$2.43M -$795K -5,884 -23%
GVAG
22
Great Valley Advisor Group
Delaware
$2.34M +$2.56M +18,952 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.2M +$858K +6,351 +55%
RMA
24
Roffman Miller Associates
Pennsylvania
$2.05M -$4.32K -32 -0.2%
Goldman Sachs
25
Goldman Sachs
New York
$1.9M

LGLV Hedge Fund Activity: Q3 2022 in Review

127 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2022, worth a combined $302M — up 2.8% from $293M a quarter earlier.

Fund positioning in LGLV was balanced in Q3 2022: 16 funds opened new positions, 16 closed out, 43 added to existing stakes and 36 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $14.2M. The largest seller was Almanack Investment Partners, exiting entirely with an estimated $7.52M sold.

  • 127 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2022, down from 129 in Q2 2022.
  • Funds reported $302M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2022, up 2.8% quarter-over-quarter.
  • 16 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2022 and 16 closed out, a net change of 0 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2022 was Osaic Holdings, an estimated $14.2M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2022 was Almanack Investment Partners, an estimated $7.52M sold.

Based on aggregated 13F filings for Q3 2022.