State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
69 hedge funds and large institutions have $94.5M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
31% more capital invested
Capital invested by funds: $71.9M → $94.5M (+$22.6M)
19% more funds holding
Funds holding: 58 → 69 (+11)
15% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 20
2.15% more ownership
Funds ownership: 42.3% → 44.45% (+2.2%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.19M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.17M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$776K |
| 5 |
Goldman Sachs
New York
|
+$702K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBA
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
-$2.05M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$980K |
| 3 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$416K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$343K |
| 5 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$272K |
SMLV Hedge Fund Activity: Q1 2019 in Review
69 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q1 2019, worth a combined $94.5M — up 31% from $71.9M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SMLV positions and 4 closed out — a net gain of 11 holders — while 23 added to existing stakes and 20 trimmed.
The largest buyer was Ameriprise, adding an estimated $10.2M. The largest seller was Braun-Bostich & Associates, cutting an estimated $2.05M.
- 69 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q1 2019, up from 58 in Q4 2018.
- Funds reported $94.5M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q1 2019, up 31% quarter-over-quarter.
- 15 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q1 2019 and 4 closed out, a net change of +11 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q1 2019 was Ameriprise, an estimated $10.2M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q1 2019 was Braun-Bostich & Associates, an estimated $2.05M sold.
Based on aggregated 13F filings for Q1 2019.