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State Street SPDR US Large Cap Low Volatility Index ETF

164 hedge funds and large institutions have $559M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

41% more capital invested

Capital invested by funds: $396M → $559M (+$162M)

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

12% more funds holding

Funds holding: 146164 (+18)

8.38% more ownership

Funds ownership: 59.19%67.57% (+8.4%)

Holders
164
Holders Change
+18
Holders Change %
+12.33%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
34
Increased
61
Reduced
46
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
1
Syntegra Private Wealth Group
Missouri
$77.6M +$6.13M +44,569 +9%
LPL Financial
2
LPL Financial
California
$42.7M +$10.6M +77,123 +34%
Wells Fargo
3
Wells Fargo
California
$36.2M +$35.4M +257,436 New
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$32.6M +$12.2M +89,014 +62%
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$29.5M +$3.07M +22,306 +12%
AWM
6
AE Wealth Management
Kansas
$25.2M +$15.5M +113,010 +171%
AIM
7
Astor Investment Management
Illinois
$21.8M +$21.3M +154,943 New
FAT
8
First American Trust
California
$20.6M +$3.22M +23,398 +19%
Morgan Stanley
9
Morgan Stanley
New York
$20.4M +$217K +1,580 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$20.4M +$18.7M +136,033 +1,523%
Osaic Holdings
11
Osaic Holdings
Arizona
$18.1M +$6.06M +44,010 +52%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$17.2M +$2.71M +19,687 +19%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$14.8M +$329K +2,393 +2%
AF
14
Advisornet Financial
Minnesota
$14.4M +$502K +3,651 +4%
PAG
15
Private Advisor Group
New Jersey
$9.64M -$1.69M -12,298 -15%
Bank of America
16
Bank of America
North Carolina
$9.42M -$210K -1,525 -2%
CWA
17
Centennial Wealth Advisory
Michigan
$7.05M +$6.9M +50,134 New
MMA
18
Miracle Mile Advisors
California
$5.43M -$2.15M -15,621 -29%
SWP
19
Stratos Wealth Partners
Ohio
$5M -$6.29M -45,688 -56%
MWM
20
McNaughton Wealth Management
California
$4.78M +$4.3M +31,248 +1,150%
HAG
21
HF Advisory Group
Maryland
$4.47M +$59K +429 +1%
AI
22
Atria Investments
North Carolina
$4.43M +$4.33M +31,489 New
HPC
23
Hobart Private Capital
North Carolina
$4.2M +$14.4K +105 +0.4%
MSFS
24
Main Street Financial Solutions
Pennsylvania
$4.05M +$30.1K +219 +0.8%
EH
25
Equitable Holdings
New York
$3.69M +$276K +2,009 +8%

LGLV Hedge Fund Activity: Q2 2023 in Review

164 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q2 2023, worth a combined $559M — up 41% from $396M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LGLV positions and 15 closed out — a net gain of 19 holders — while 61 added to existing stakes and 46 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $35.4M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $10.7M.

  • 164 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q2 2023, up from 146 in Q1 2023.
  • Funds reported $559M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q2 2023, up 41% quarter-over-quarter.
  • 34 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q2 2023 and 15 closed out, a net change of +19 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q2 2023 was Wells Fargo, an estimated $35.4M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2023.