State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
52 hedge funds and large institutions have $88.4M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
24% more funds holding
Funds holding: 42 → 52 (+10)
11% more capital invested
Capital invested by funds: $79.9M → $88.4M (+$8.51M)
0.1% more ownership
Funds ownership: 37.06% → 37.16% (+0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.19M |
| 2 |
Morgan Stanley
New York
|
+$3.66M |
| 3 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$2.42M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$747K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Appleton Partners
Boston,
Massachusetts
|
-$988K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$865K |
| 3 |
SG Americas Securities
New York
|
-$598K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$587K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$539K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1K | +$1.53K | +16 | New |
|
|
52
SG Americas Securities
New York
| – | -$598K | -6,243 | Closed |
|
|
RJFSA
53
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$392K | -4,089 | Closed |
|
SMLV Hedge Fund Activity: Q4 2017 in Review
52 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q4 2017, worth a combined $88.4M — up 11% from $79.9M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SMLV positions and 2 closed out — a net gain of 10 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was Jane Street, adding an estimated $4.19M. The largest seller was Appleton Partners, cutting an estimated $988K.
- 52 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q4 2017, up from 42 in Q3 2017.
- Funds reported $88.4M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q4 2017, up 11% quarter-over-quarter.
- 12 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q4 2017 and 2 closed out, a net change of +10 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q4 2017 was Jane Street, an estimated $4.19M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q4 2017 was Appleton Partners, an estimated $988K sold.
Based on aggregated 13F filings for Q4 2017.