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State Street SPDR US Small Cap Low Volatility Index ETF

75 hedge funds and large institutions have $77.9M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 7375 (+2)

1% more capital invested

Capital invested by funds: $77.1M → $77.9M (+$739K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.51% less ownership

Funds ownership: 41.25%40.74% (-0.51%)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
26
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
Insight Advisors
Pennsylvania
$902K +$3.15K +31 +0.4%
BI
27
Berkeley Inc
Idaho
$879K +$2.04K +20 +0.2%
PSF
28
Pacific Sun Financial
California
$868K +$840K +8,252 New
CL
29
COWA LLC
Oklahoma
$838K +$1.12K +11 +0.1%
BPA
30
Beacon Pointe Advisors
California
$806K +$15.3K +150 +2%
Goldman Sachs
31
Goldman Sachs
New York
$796K
Citigroup
32
Citigroup
New York
$786K -$67K -658 -8%
PAG
33
Private Advisor Group
New Jersey
$702K +$154K +1,513 +29%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$682K +$222K +2,178 +49%
DL
35
DOHJ LLC
Washington
$632K +$7.94K +78 +1%
RMA
36
Roffman Miller Associates
Pennsylvania
$620K -$152K -1,494 -20%
HAG
37
HF Advisory Group
Maryland
$619K +$13.4K +132 +2%
OIA
38
OneDigital Investment Advisors
Kansas
$519K +$17K +167 +3%
HighTower Advisors
39
HighTower Advisors
Illinois
$487K +$479K +4,710 New
MML Investors Services
40
MML Investors Services
Massachusetts
$485K +$2.44K +24 +0.5%
AFP
41
Ausdal Financial Partners
Iowa
$405K +$17.9K +176 +5%
SB
42
Strategic Blueprint
Georgia
$384K -$10.2K -100 -3%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$370K -$78.3K -769 -18%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$302K -$24.4K -240 -8%
HAS
45
HBW Advisory Services
California
$298K +$293K +2,881 New
FAIM
46
Financial Advocates Investment Management
Washington
$295K -$7.02K -69 -2%
JIP
47
Jaffetilchin Investment Partners
Florida
$292K +$1.53K +15 +0.5%
SWP
48
Stratos Wealth Partners
Ohio
$275K +$271K +2,663 New
CIAS
49
Capital Investment Advisory Services
North Carolina
$266K -$23.8K -234 -8%
Citadel Advisors
50
Citadel Advisors
Florida
$258K -$162K -1,588 -39%

SMLV Hedge Fund Activity: Q2 2023 in Review

75 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q2 2023, worth a combined $77.9M — up 0.96% from $77.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SMLV positions and 5 closed out — a net gain of 2 holders — while 26 added to existing stakes and 31 trimmed.

The largest buyer was Atria Wealth Solutions, adding an estimated $738K. The largest seller was Atria Investments, cutting an estimated $1.42M.

  • 75 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q2 2023, up from 73 in Q1 2023.
  • Funds reported $77.9M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q2 2023, up 0.96% quarter-over-quarter.
  • 7 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q2 2023 and 5 closed out, a net change of +2 holders.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q2 2023 was Atria Wealth Solutions, an estimated $738K added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q2 2023 was Atria Investments, an estimated $1.42M sold.

Based on aggregated 13F filings for Q2 2023.