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State Street SPDR US Small Cap Low Volatility Index ETF

79 hedge funds and large institutions have $78.8M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.3% less ownership

Funds ownership: 39.31%38.01% (-1.3%)

6% less funds holding

Funds holding: 8479 (-5)

9% less capital invested

Capital invested by funds: $87.1M → $78.8M (-$8.25M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
28
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$218K +$9.63K +84 +5%
SFG
52
StrategIQ Financial Group
Indiana
$214K +$4.01K +35 +2%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$213K -$28.3K -247 -12%
CCFM
54
Clear Creek Financial Management
Washington
$204K -$102K -891 -33%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$191K
APA
56
American Portfolios Advisors
New York
$144K -$32.5K -284 -18%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$66K -$927K -8,091 -93%
SWM
58
Spire Wealth Management
Virginia
$55K
US Bancorp
59
US Bancorp
Minnesota
$46K +$46.1K +402 New
SPIA
60
Steward Partners Investment Advisory
New York
$33K +$2.29K +20 +8%
LWP
61
Lumature Wealth Partners
Georgia
$30K -$12.7K -111 -30%
WWM
62
Wolff Wiese Magana
California
$30K
CFGS
63
Concourse Financial Group Securities
Alabama
$27K +$115 +1 +0.4%
EIP
64
Ellis Investment Partners
Pennsylvania
$27K +$115 +1 +0.4%
SWA
65
SOA Wealth Advisors
New York
$23K
DWMG
66
DB Wealth Management Group
California
$23K +$115 +1 +0.5%
VNA
67
Valley National Advisers
Pennsylvania
$22K
Wells Fargo
68
Wells Fargo
California
$19K +$16.5K +144 +626%
RIM
69
Rockbridge Investment Management
New York
$17.1K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$17K
ADL
71
Asset Dedication LLC
California
$15K
MCC
72
Money Concepts Capital
Florida
$15K +$15.5K +135 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$14K -$1.03K -9 -7%
BWL
74
Bogart Wealth LLC
Virginia
$11K
JPLA
75
Joseph P. Lucia & Associates
New York
$11K +$11.5K +100 New

SMLV Hedge Fund Activity: Q1 2022 in Review

79 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q1 2022, worth a combined $78.8M — down 9.5% from $87.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SMLV and 8 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 28 added.

The largest buyer was PNC Financial Services Group, adding an estimated $832K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.02M sold.

  • 79 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q1 2022, down from 84 in Q4 2021.
  • Funds reported $78.8M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q1 2022, down 9.5% quarter-over-quarter.
  • 8 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q1 2022 and 11 closed out, a net change of -3 holders.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q1 2022 was PNC Financial Services Group, an estimated $832K added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q1 2022 was Citadel Advisors, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2022.