State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
57 hedge funds and large institutions have $77.4M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 5 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
2% more capital invested
Capital invested by funds: $75.9M → $77.4M (+$1.5M)
0% more funds holding
Funds holding: 57 → 57 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
1.17% less ownership
Funds ownership: 39.77% → 38.6% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.93M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$1.76M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$871K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$367K |
| 5 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
+$323K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.87M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$1.64M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.63M |
| 4 |
LPL Financial
San Diego,
California
|
-$981K |
| 5 |
AP
Appleton Partners
Boston,
Massachusetts
|
-$892K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ADL
51
Asset Dedication LLC
San Francisco,
California
| $8K | +$7.38K | +80 | New |
|
52
CIBC Private Wealth Group
Atlanta,
Georgia
| $6K | – | – | – |
|
|
PFSC
53
Peoples Financial Services Corp
Dunmore,
Pennsylvania
| $6K | – | – | – |
|
54
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | +$6.27K | +68 | New |
|
|
AIP
55
Ameritas Investment Partners
Lincoln,
Nebraska
| $3K | – | – | – |
|
|
APA
56
American Portfolios Advisors
Holbrook,
New York
| $1.62K | +$1.57K | +17 | New |
|
|
BFG
57
Barber Financial Group
Lenexa,
Kansas
| – | -$1.64M | -18,416 | Closed |
|
|
58
Citadel Advisors
Miami,
Florida
| – | -$1.63M | -18,352 | Closed |
|
|
TSS
59
Two Sigma Securities
New York
| – | -$254K | -2,863 | Closed |
|
|
CCA
60
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| – | -$148K | -1,668 | Closed |
|
61
JP Morgan Chase
New York
| – | -$22K | -250 | Closed |
|
SMLV Hedge Fund Activity: Q2 2018 in Review
57 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q2 2018, worth a combined $77.4M — up 2% from $75.9M a quarter earlier.
Fund positioning in SMLV was balanced in Q2 2018: 5 funds opened new positions, 5 closed out, 23 added to existing stakes and 16 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.93M. The largest seller was Ameriprise, cutting an estimated $1.87M.
- 57 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $77.4M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q2 2018, up 2% quarter-over-quarter.
- 5 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q2 2018 and 5 closed out, a net change of 0 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q2 2018 was Susquehanna International Group, an estimated $2.93M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q2 2018 was Ameriprise, an estimated $1.87M sold.
Based on aggregated 13F filings for Q2 2018.