State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
66 hedge funds and large institutions have $96.3M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 11 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 10
2% more capital invested
Capital invested by funds: $94.5M → $96.3M (+$1.75M)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
2.44% less ownership
Funds ownership: 44.45% → 42.01% (-2.4%)
4% less funds holding
Funds holding: 69 → 66 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.52M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.44M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$803K |
| 4 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
+$697K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$688K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.5M |
| 2 |
Jane Street
New York
|
-$3.27M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.22M |
| 4 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
-$1.17M |
| 5 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$1.07M |
SMLV Hedge Fund Activity: Q2 2019 in Review
66 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q2 2019, worth a combined $96.3M — up 1.9% from $94.5M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of SMLV and 10 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 28 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.52M. The largest seller was Ameriprise, cutting an estimated $4.5M.
- 66 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q2 2019, down from 69 in Q1 2019.
- Funds reported $96.3M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q2 2019, up 1.9% quarter-over-quarter.
- 10 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q2 2019 and 11 closed out, a net change of -1 holder.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q2 2019 was Cambridge Investment Research Advisors, an estimated $2.52M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q2 2019 was Ameriprise, an estimated $4.5M sold.
Based on aggregated 13F filings for Q2 2019.