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State Street SPDR US Small Cap Low Volatility Index ETF

71 hedge funds and large institutions have $73.1M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.64% more ownership

Funds ownership: 40.26%40.9% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

2% less capital invested

Capital invested by funds: $74.8M → $73.1M (-$1.71M)

3% less funds holding

Funds holding: 7371 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
27
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
51
High Net Worth Advisory Group
Florida
$225K
UBS Group
52
UBS Group
Switzerland
$225K +$46.4K +431 +23%
CA
53
Cetera Advisors
Colorado
$213K -$2.69K -25 -1%
IA
54
IFP Advisors
Florida
$152K +$174K +1,616 New
APA
55
American Portfolios Advisors
New York
$151K +$323 +3 +0.2%
BAM
56
Belpointe Asset Management
Nevada
$147K -$13K -121 -8%
US Bancorp
57
US Bancorp
Minnesota
$40K
PTC
58
Private Trust Company
Ohio
$39K +$43K +400 New
DWMG
59
DB Wealth Management Group
California
$30K +$10.8K +100 +49%
SPIA
60
Steward Partners Investment Advisory
New York
$25K -$3.23K -30 -11%
CFGS
61
Concourse Financial Group Securities
Alabama
$24K +$108 +1 +0.4%
EIP
62
Ellis Investment Partners
Pennsylvania
$24K +$108 +1 +0.4%
SWA
63
SOA Wealth Advisors
New York
$20K
VNA
64
Valley National Advisers
Pennsylvania
$20K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$16K +$4.09K +38 +31%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$15K
ADL
67
Asset Dedication LLC
California
$13K
BWL
68
Bogart Wealth LLC
Virginia
$10K
WWM
69
Wolff Wiese Magana
California
$6K -$14.4K -134 -70%
HI
70
Harbour Investments
Wisconsin
$6K
DWP
71
Destiny Wealth Partners
Florida
$1K
SFG
72
StrategIQ Financial Group
Indiana
-$201K -1,928 Closed
JP Morgan Chase
73
JP Morgan Chase
New York
-$36K -343 Closed
RIM
74
Rockbridge Investment Management
New York
-$15.4K -148 Closed
SWM
75
Spire Wealth Management
Virginia
-$12K -116 Closed

SMLV Hedge Fund Activity: Q3 2022 in Review

71 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q3 2022, worth a combined $73.1M — down 2.3% from $74.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SMLV and 5 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 27 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.64M. The largest seller was Osaic Holdings, cutting an estimated $667K.

  • 71 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q3 2022, down from 73 in Q2 2022.
  • Funds reported $73.1M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q3 2022, down 2.3% quarter-over-quarter.
  • 5 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q3 2022 and 7 closed out, a net change of -2 holders.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $1.64M added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q3 2022 was Osaic Holdings, an estimated $667K sold.

Based on aggregated 13F filings for Q3 2022.