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State Street SPDR US Large Cap Low Volatility Index ETF

146 hedge funds and large institutions have $396M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $364M → $396M (+$32M)

5% more funds holding

Funds holding: 139146 (+7)

1.13% more ownership

Funds ownership: 58.06%59.19% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 46

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
50
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
1
Syntegra Private Wealth Group
Missouri
$69.4M +$2.83M +20,806 +4%
LPL Financial
2
LPL Financial
California
$31M +$2.72M +19,995 +10%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$25.6M +$1.74M +12,792 +7%
Morgan Stanley
4
Morgan Stanley
New York
$19.7M +$757K +5,560 +4%
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$19.5M +$1.83M +13,457 +10%
FAT
6
First American Trust
California
$16.8M +$683K +5,015 +4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$14M +$3.74M +27,453 +37%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$14M +$423K +3,102 +3%
AF
9
Advisornet Financial
Minnesota
$13.5M +$236K +1,736 +2%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$12M +$11.7M +86,054 +5,710%
Osaic Holdings
11
Osaic Holdings
Arizona
$11.5M -$957K -7,026 -8%
SWP
12
Stratos Wealth Partners
Ohio
$11.1M +$1M +7,364 +10%
PAG
13
Private Advisor Group
New Jersey
$11.1M +$6.33M +46,467 +135%
Bank of America
14
Bank of America
North Carolina
$9.37M -$32.7K -240 -0.3%
AWM
15
AE Wealth Management
Kansas
$9.07M -$1.22M -8,970 -12%
MMA
16
Miracle Mile Advisors
California
$7.42M -$72.1K -529 -1%
AWA
17
ARQ Wealth Advisors
Arizona
$6.64M -$1.61M -11,850 -20%
HAG
18
HF Advisory Group
Maryland
$4.29M +$317K +2,325 +8%
HPC
19
Hobart Private Capital
North Carolina
$4.07M +$4.05M +29,756 New
MSFS
20
Main Street Financial Solutions
Pennsylvania
$3.91M -$2.72K -20 -0.1%
EH
21
Equitable Holdings
New York
$3.31M +$1.33M +9,759 +68%
BTWM
22
Baker Tilly Wealth Management
Wisconsin
$2.97M -$128K -937 -4%
TCMP
23
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.85M -$1.73M -12,687 -38%
GWM
24
Geneos Wealth Management
Colorado
$2.81M +$2.79M +20,501 +68,337%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.6M +$46.6K +342 +2%

LGLV Hedge Fund Activity: Q1 2023 in Review

146 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2023, worth a combined $396M — up 8.8% from $364M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LGLV positions and 17 closed out — a net gain of 10 holders — while 50 added to existing stakes and 46 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $11.7M. The largest seller was CX Institutional, exiting entirely with an estimated $12.8M sold.

  • 146 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2023, up from 139 in Q4 2022.
  • Funds reported $396M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 27 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2023 and 17 closed out, a net change of +10 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2023 was Thrivent Financial for Lutherans, an estimated $11.7M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2023 was CX Institutional, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2023.