State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
26 hedge funds and large institutions have $37.4M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
63% more capital invested
Capital invested by funds: $23M → $37.4M (+$14.5M)
13% more funds holding
Funds holding: 23 → 26 (+3)
7.94% more ownership
Funds ownership: 62% → 69.94% (+7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$8.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.36M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.81M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.43M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$422K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.07M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$49.5K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$35.8K |
| 4 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$33.8K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$430 | +6 | New |
|
SMLV Hedge Fund Activity: Q1 2016 in Review
26 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q1 2016, worth a combined $37.4M — up 63% from $23M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SMLV positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was UBS Group, adding an estimated $8.3M. The largest seller was LPL Financial, cutting an estimated $2.07M.
- 26 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q1 2016, up from 23 in Q4 2015.
- Funds reported $37.4M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q1 2016, up 63% quarter-over-quarter.
- 4 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q1 2016 and 1 closed out, a net change of +3 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q1 2016 was UBS Group, an estimated $8.3M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q1 2016 was LPL Financial, an estimated $2.07M sold.
Based on aggregated 13F filings for Q1 2016.