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State Street SPDR US Small Cap Low Volatility Index ETF

71 hedge funds and large institutions have $73.1M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.64% more ownership

Funds ownership: 40.26%40.9% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

2% less capital invested

Capital invested by funds: $74.8M → $73.1M (-$1.71M)

3% less funds holding

Funds holding: 7371 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
27
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$765K -$266K -2,474 -24%
Goldman Sachs
27
Goldman Sachs
New York
$760K
CL
28
COWA LLC
Oklahoma
$747K -$95.9K -891 -11%
RMA
29
Roffman Miller Associates
Pennsylvania
$730K +$3.87K +36 +0.5%
BPA
30
Beacon Pointe Advisors
California
$669K -$22.4K -208 -3%
DL
31
DOHJ LLC
Washington
$628K -$102K -950 -13%
CAN
32
Claraphi Advisory Network
United States
$624K +$680K +6,317 New
TRCT
33
Tower Research Capital (TRC)
New York
$616K +$81.8K +760 +14%
AWS
34
Atria Wealth Solutions
New York
$605K -$22K -204 -3%
SB
35
Strategic Blueprint
Georgia
$556K +$646 +6 +0.1%
OIA
36
OneDigital Investment Advisors
Kansas
$485K +$1.51K +14 +0.3%
Citadel Advisors
37
Citadel Advisors
Florida
$468K +$289K +2,685 +130%
PAG
38
Private Advisor Group
New Jersey
$459K +$15.1K +140 +3%
BFS
39
Bickling Financial Services
Massachusetts
$447K +$2.58K +24 +0.5%
AWM
40
Aspire Wealth Management
Massachusetts
$398K +$29.9K +278 +7%
AFP
41
Ausdal Financial Partners
Iowa
$376K -$108K -1,001 -21%
Stifel Financial
42
Stifel Financial
Missouri
$344K -$1.94K -18 -0.5%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$312K -$3.66K -34 -1%
WWM
44
Western Wealth Management
Colorado
$299K
JMPWA
45
JP Morgan Private Wealth Advisors
California
$283K +$1.4K +13 +0.5%
MML Investors Services
46
MML Investors Services
Massachusetts
$278K -$110K -1,026 -27%
JIP
47
Jaffetilchin Investment Partners
Florida
$273K +$1.51K +14 +0.5%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$267K -$19.4K -180 -6%
CIAS
49
Capital Investment Advisory Services
North Carolina
$254K -$14.3K -133 -5%
FAIM
50
Financial Advocates Investment Management
Washington
$251K +$274K +2,545 New

SMLV Hedge Fund Activity: Q3 2022 in Review

71 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q3 2022, worth a combined $73.1M — down 2.3% from $74.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SMLV and 5 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 27 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.64M. The largest seller was Osaic Holdings, cutting an estimated $667K.

  • 71 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q3 2022, down from 73 in Q2 2022.
  • Funds reported $73.1M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q3 2022, down 2.3% quarter-over-quarter.
  • 5 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q3 2022 and 7 closed out, a net change of -2 holders.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $1.64M added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q3 2022 was Osaic Holdings, an estimated $667K sold.

Based on aggregated 13F filings for Q3 2022.