State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
74 hedge funds and large institutions have $118M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 14 closing their positions.
6% more capital invested
Capital invested by funds: $111M → $118M (+$6.93M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 23
0.99% less ownership
Funds ownership: 48.21% → 47.22% (-0.99%)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
1% less funds holding
Funds holding: 75 → 74 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.1M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.72M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$771K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$725K |
| 5 |
AF
Affiance Financial
St. Louis Park,
Minnesota
|
+$673K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$6.82M |
| 2 |
Citigroup
New York
|
-$3.17M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.69M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$1.25M |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
-$1.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCS
76
Personal CFO Solutions
Chester,
New Jersey
| – | -$350K | -5,300 | Closed |
|
|
HC
77
HNP Capital
Rochester,
New York
| – | -$281K | -4,235 | Closed |
|
|
GVAG
78
Great Valley Advisor Group
Wilmington,
Delaware
| – | -$274K | -4,146 | Closed |
|
|
AP
79
Appleton Partners
Boston,
Massachusetts
| – | -$229K | -3,460 | Closed |
|
|
TWA
80
TCI Wealth Advisors
Tucson,
Arizona
| – | -$181K | -2,733 | Closed |
|
|
NFG
81
Next Financial Group
Houston,
Texas
| – | -$146K | -2,211 | Closed |
|
|
CAC
82
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$144K | -2,178 | Closed |
|
|
MWM
83
MBE Wealth Management
Tomah,
Wisconsin
| – | -$80K | -1,219 | Closed |
|
84
US Bancorp
Minneapolis,
Minnesota
| – | -$41K | -626 | Closed |
|
85
William Blair & Company
Chicago,
Illinois
| – | -$15K | -224 | Closed |
|
|
AIC
86
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$4K | -74 | Closed |
|
87
BlackRock
New York
| – | -$1K | -21 | Closed |
|
SMLV Hedge Fund Activity: Q2 2020 in Review
74 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q2 2020, worth a combined $118M — up 6.2% from $111M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of SMLV and 13 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 23 added.
The largest buyer was Ameriprise, adding an estimated $3.1M. The largest seller was LPL Financial, cutting an estimated $6.82M.
- 74 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q2 2020, down from 75 in Q1 2020.
- Funds reported $118M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q2 2020, up 6.2% quarter-over-quarter.
- 13 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q2 2020 and 14 closed out, a net change of -1 holder.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q2 2020 was Ameriprise, an estimated $3.1M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q2 2020 was LPL Financial, an estimated $6.82M sold.
Based on aggregated 13F filings for Q2 2020.