State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
172 hedge funds and large institutions have $594M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 10 closing their positions.
151% more capital inflows, than outflows
Capital inflows: $110M | Capital outflows: $43.9M
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
7.65% more ownership
Funds ownership: 67.57% → 75.21% (+7.6%)
5% more funds holding
Funds holding: 164 → 172 (+8)
0% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Congress Wealth Management
Boston,
Massachusetts
|
+$43.6M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$11.7M |
| 3 |
BWM
Brown Wealth Management
Naperville,
Illinois
|
+$7.06M |
| 4 |
TownSquare Capital
Provo,
Utah
|
+$7.06M |
| 5 |
McNaughton Wealth Management
San Diego,
California
|
+$6.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Private Advisor Group
Morristown,
New Jersey
|
-$8.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.51M |
| 3 |
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$3.05M |
| 4 |
Richard W. Paul & Associates
Novi,
Michigan
|
-$3.04M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.78M |
LGLV Hedge Fund Activity: Q3 2023 in Review
172 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q3 2023, worth a combined $594M — up 6.3% from $559M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new LGLV positions and 10 closed out — a net gain of 10 holders — while 60 added to existing stakes and 60 trimmed.
The largest buyer was Congress Wealth Management, opening a new position worth an estimated $43.6M. The largest seller was Private Advisor Group, cutting an estimated $8.6M.
- 172 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q3 2023, up from 164 in Q2 2023.
- Funds reported $594M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q3 2023, up 6.3% quarter-over-quarter.
- 20 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q3 2023 and 10 closed out, a net change of +10 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q3 2023 was Congress Wealth Management, an estimated $43.6M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q3 2023 was Private Advisor Group, an estimated $8.6M sold.
Based on aggregated 13F filings for Q3 2023.