State Street SPDR S&P Leveraged Loan ETF
LVLN
5 hedge funds and large institutions have $8.45M invested in State Street SPDR S&P Leveraged Loan ETF in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and 4 closing their positions.
17% less funds holding
Funds holding: 6 → 5 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
83% less capital invested
Capital invested by funds: $50.6M → $8.45M (-$42.2M)
100.37% less ownership
Funds ownership: 114.06% → 13.69% (-100%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Moulton Wealth Management
Spokane,
Washington
|
+$3.5M |
| 2 |
Jane Street
New York
|
+$427K |
| 3 |
VIP
Value Investment Professionals
New York
|
+$306K |
| 4 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$297K |
| 5 |
ZI
ZEGA Investments
Palm Beach Gardens,
Florida
|
+$244K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$19.7M |
| 2 |
Goldman Sachs
New York
|
-$9.86M |
| 3 |
Morgan Stanley
New York
|
-$9.86M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$9.86M |
LVLN Hedge Fund Activity: Q2 2026 in Review
5 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Leveraged Loan ETF (LVLN) for Q2 2026, worth a combined $8.45M — down 83% from $50.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of LVLN and 3 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Moulton Wealth Management, opening a new position worth an estimated $3.5M. The largest seller was Barclays, exiting entirely with an estimated $19.7M sold.
- 5 institutional investors held State Street SPDR S&P Leveraged Loan ETF (LVLN) as of Q2 2026, down from 6 in Q1 2026.
- Funds reported $8.45M of State Street SPDR S&P Leveraged Loan ETF stock for Q2 2026, down 83% quarter-over-quarter.
- 3 funds opened new State Street SPDR S&P Leveraged Loan ETF positions in Q2 2026 and 4 closed out, a net change of -1 holder.
- The largest State Street SPDR S&P Leveraged Loan ETF buyer in Q2 2026 was Moulton Wealth Management, an estimated $3.5M added.
- The largest State Street SPDR S&P Leveraged Loan ETF seller in Q2 2026 was Barclays, an estimated $19.7M sold.
Based on aggregated 13F filings for Q2 2026.