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State Street SPDR US Small Cap Low Volatility Index ETF

79 hedge funds and large institutions have $78.8M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.3% less ownership

Funds ownership: 39.31%38.01% (-1.3%)

6% less funds holding

Funds holding: 8479 (-5)

9% less capital invested

Capital invested by funds: $87.1M → $78.8M (-$8.25M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
28
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
26
Marshall Financial Group (Maryland)
Maryland
$877K +$10.5K +92 +1%
RMA
27
Roffman Miller Associates
Pennsylvania
$835K +$2.98K +26 +0.4%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$776K +$436K +3,807 +127%
SB
29
Strategic Blueprint
Georgia
$699K
HAS
30
HBW Advisory Services
California
$699K +$14.7K +128 +2%
AWS
31
Atria Wealth Solutions
New York
$694K +$696K +6,075 New
AWM
32
Aspire Wealth Management
Massachusetts
$550K -$527K -4,596 -49%
AFP
33
Ausdal Financial Partners
Iowa
$543K -$14.4K -126 -3%
BFS
34
Bickling Financial Services
Massachusetts
$522K +$2.06K +18 +0.4%
OIA
35
OneDigital Investment Advisors
Kansas
$519K -$3.78K -33 -0.7%
PAG
36
Private Advisor Group
New Jersey
$498K +$24.5K +214 +5%
MML Investors Services
37
MML Investors Services
Massachusetts
$435K -$1.15K -10 -0.3%
Stifel Financial
38
Stifel Financial
Missouri
$403K -$3.55K -31 -0.9%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$358K +$359K +3,133 New
WWM
40
Western Wealth Management
Colorado
$346K +$347K +3,030 New
JWCA
41
J.W. Cole Advisors
Florida
$311K
JMPWA
42
JP Morgan Private Wealth Advisors
California
$291K +$292K +2,552 New
JIP
43
Jaffetilchin Investment Partners
Florida
$287K +$1.15K +10 +0.4%
PCS
44
Personal CFO Solutions
New Jersey
$285K
CIAS
45
Capital Investment Advisory Services
North Carolina
$270K -$13.6K -119 -5%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$268K -$44K -384 -14%
HNWAG
47
High Net Worth Advisory Group
Florida
$261K
LFAS
48
Level Four Advisory Services
Texas
$257K -$186K -1,619 -42%
CA
49
Cetera Advisors
Colorado
$254K
BAM
50
Belpointe Asset Management
Nevada
$243K -$460K -4,013 -65%

SMLV Hedge Fund Activity: Q1 2022 in Review

79 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q1 2022, worth a combined $78.8M — down 9.5% from $87.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SMLV and 8 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 28 added.

The largest buyer was PNC Financial Services Group, adding an estimated $832K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.02M sold.

  • 79 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q1 2022, down from 84 in Q4 2021.
  • Funds reported $78.8M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q1 2022, down 9.5% quarter-over-quarter.
  • 8 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q1 2022 and 11 closed out, a net change of -3 holders.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q1 2022 was PNC Financial Services Group, an estimated $832K added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q1 2022 was Citadel Advisors, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2022.