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State Street SPDR US Large Cap Low Volatility Index ETF
LGLV

150 hedge funds and large institutions have $494M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 65 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.92% less ownership

Funds ownership: 73.74% → 67.82% (-5.9%)

12% less capital invested

Capital invested by funds: $558M → $494M (-$64.4M)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

16% less funds holding

Funds holding: 178 → 150 (-28)

37% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 65

72% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 39

Holders
150
Holders Change
-28
Holders Change %
-15.73%
% of All Funds
2.16%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
11
Increased
41
Reduced
65
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
+$6.23M
2
FFS
Founders Financial Securities
Maryland
+$6.22M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$3.61M
4
IMC Chicago
IMC Chicago
Illinois
+$2.17M
5
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$1.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$21.8M
2
Wells Fargo
Wells Fargo
California
-$19.9M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$15.8M
4
AIM
Astor Investment Management
Illinois
-$10.6M
5
LPL Financial
LPL Financial
California
-$8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
1
Syntegra Private Wealth Group
Missouri
$89.8M +$804K +5,377 +0.9%
CWM
2
Congress Wealth Management
Massachusetts
$48.9M +$69.7K +466 +0.1%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$45.8M +$3.61M +24,160 +9%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$40.9M +$1.8M +12,046 +5%
LPL Financial
5
LPL Financial
California
$28.4M -$8M -53,487 -23%
Morgan Stanley
6
Morgan Stanley
New York
$24.5M -$21.8M -145,806 -48%
FAT
7
First American Trust
California
$24.1M +$956K +6,393 +4%
DC
8
Dorval Corp
Minnesota
$16.1M +$102K +683 +0.6%
Osaic Holdings
9
Osaic Holdings
Arizona
$15.6M -$1.53M -10,248 -9%
MWM
10
McNaughton Wealth Management
California
$13.9M +$340K +2,272 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$12.2M -$3.37M -22,525 -22%
Bank of America
12
Bank of America
North Carolina
$9.4M -$1.25M -8,385 -12%
HI
13
Horizon Investments
North Carolina
$6.49M +$6.23M +41,647 New
FFS
14
Founders Financial Securities
Maryland
$6.48M +$6.22M +41,623 New
HAG
15
HF Advisory Group
Maryland
$4.75M -$333K -2,231 -7%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$4.05M -$15.8M -105,866 -80%
SEI Investments
17
SEI Investments
Pennsylvania
$4.04M -$39K -261 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.48M +$1M +6,723 +43%
GM
19
GeoWealth Management
Illinois
$3.35M +$1.76M +11,783 +121%
State Street
20
State Street
Massachusetts
$3.32M +$853K +5,708 +37%
SMA
21
Sage Mountain Advisors
Georgia
$2.95M – – –
JAG
22
Journey Advisory Group
Kentucky
$2.91M +$35.1K +235 +1%
MMA
23
Miracle Mile Advisors
California
$2.79M -$412K -2,758 -13%
VA
24
Valmark Advisers
Ohio
$2.4M +$1.05M +7,046 +84%
IMC Chicago
25
IMC Chicago
Illinois
$2.26M +$2.17M +14,509 New
1
2 3 4 5

LGLV Hedge Fund Activity: Q1 2024 in Review

150 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q1 2024, worth a combined $494M — down 12% from $558M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of LGLV and 11 opened new positions — a net loss of 28 holders — while 65 trimmed existing stakes and 41 added.

The largest buyer was Horizon Investments, opening a new position worth an estimated $6.23M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.

  • 150 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q1 2024, down from 178 in Q4 2023.
  • Funds reported $494M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q1 2024, down 12% quarter-over-quarter.
  • 11 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q1 2024 and 39 closed out, a net change of -28 holders.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q1 2024 was Horizon Investments, an estimated $6.23M added.
  • The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $21.8M sold.

Based on aggregated 13F filings for Q1 2024.