State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
79 hedge funds and large institutions have $93.9M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 5 closing their positions.
340% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 5
23% more funds holding
Funds holding: 64 → 79 (+15)
22% more capital invested
Capital invested by funds: $77.2M → $93.9M (+$16.7M)
4.51% more ownership
Funds ownership: 39.09% → 43.59% (+4.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
31% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$757K |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$548K |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$356K |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$302K |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$270K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.38M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.73M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.21M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$976K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$773K |
SMLV Hedge Fund Activity: Q4 2020 in Review
79 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q4 2020, worth a combined $93.9M — up 22% from $77.2M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SMLV positions and 5 closed out — a net gain of 17 holders — while 20 added to existing stakes and 29 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $757K. The largest seller was Susquehanna International Group, cutting an estimated $2.38M.
- 79 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q4 2020, up from 64 in Q3 2020.
- Funds reported $93.9M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q4 2020, up 22% quarter-over-quarter.
- 22 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q4 2020 and 5 closed out, a net change of +17 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q4 2020 was AE Wealth Management, an estimated $757K added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q4 2020 was Susquehanna International Group, an estimated $2.38M sold.
Based on aggregated 13F filings for Q4 2020.