State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
75 hedge funds and large institutions have $243M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 7 closing their positions.
232% more capital invested
Capital invested by funds: $73.1M → $243M (+$170M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
35% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 23
6% more funds holding
Funds holding: 71 → 75 (+4)
1.67% more ownership
Funds ownership: 40.9% → 42.57% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.78M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.15M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$892K |
| 4 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
+$670K |
| 5 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$642K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
-$2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.52M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.22M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.03M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.01M |
SMLV Hedge Fund Activity: Q4 2022 in Review
75 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q4 2022, worth a combined $243M — up 232% from $73.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SMLV positions and 7 closed out — a net gain of 5 holders — while 31 added to existing stakes and 23 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.78M. The largest seller was Johnson & White Wealth Management, cutting an estimated $2M.
- 75 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q4 2022, up from 71 in Q3 2022.
- Funds reported $243M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q4 2022, up 232% quarter-over-quarter.
- 12 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q4 2022 and 7 closed out, a net change of +5 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q4 2022 was LPL Financial, an estimated $5.78M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q4 2022 was Johnson & White Wealth Management, an estimated $2M sold.
Based on aggregated 13F filings for Q4 2022.