State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
27 hedge funds and large institutions have $42M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 3 closing their positions.
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $37.4M → $42M (+$4.62M)
4% more funds holding
Funds holding: 26 → 27 (+1)
6.4% less ownership
Funds ownership: 69.94% → 63.54% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.71M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.85M |
| 4 |
Morgan Stanley
New York
|
+$468K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$335K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.12M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.83M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$259K |
| 4 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$132K |
| 5 |
AIG
American International Group
New York
|
-$87K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.83M | -23,883 | Closed |
|
|
FAAS
27
First Allied Advisory Services
San Diego,
California
| – | -$259K | -3,348 | Closed |
|
|
AIG
28
American International Group
New York
| – | -$87K | -1,136 | Closed |
|
SMLV Hedge Fund Activity: Q2 2016 in Review
27 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q2 2016, worth a combined $42M — up 12% from $37.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SMLV positions and 3 closed out — a net gain of 1 holder — while 14 added to existing stakes and 3 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $2.8M. The largest seller was LPL Financial, cutting an estimated $3.12M.
- 27 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q2 2016, up from 26 in Q1 2016.
- Funds reported $42M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q2 2016, up 12% quarter-over-quarter.
- 4 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q2 2016 and 3 closed out, a net change of +1 holder.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q2 2016 was United Capital Financial Advisors, an estimated $2.8M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q2 2016 was LPL Financial, an estimated $3.12M sold.
Based on aggregated 13F filings for Q2 2016.