State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
78 hedge funds and large institutions have $89.3M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 42 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
5% less capital invested
Capital invested by funds: $93.9M → $89.3M (-$4.66M)
1% less funds holding
Funds holding: 79 → 78 (-1)
4.13% less ownership
Funds ownership: 43.59% → 39.46% (-4.1%)
62% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$621K |
| 2 |
LPL Financial
San Diego,
California
|
+$415K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$221K |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$216K |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$213K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$4.49M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.42M |
| 3 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
-$2.45M |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$2.2M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWP
76
Destiny Wealth Partners
Tavares,
Florida
| $4K | – | – | – |
|
|
SFS
77
Sowell Financial Services
North Little Rock,
Arkansas
| $3K | +$2.44K | +23 | New |
|
|
PFGIA
78
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $1K | – | – | – |
|
|
EP
79
Eudaimonia Partners
Winchester,
Tennessee
| $1K | +$1.17K | +11 | New |
|
|
FFN
80
Focus Financial Network
Minneapolis,
Minnesota
| – | -$4.49M | -46,959 | Closed |
|
|
BFG
81
Berger Financial Group
Plymouth,
Minnesota
| – | -$2.45M | -25,648 | Closed |
|
|
SS
82
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$604K | -6,309 | Closed |
|
|
CCFM
83
Clear Creek Financial Management
Silverdale,
Washington
| – | -$392K | -4,099 | Closed |
|
|
IA
84
Inspire Advisors
Meridian,
Idaho
| – | -$47K | -489 | Closed |
|
85
Rockefeller Capital Management
New York
| – | -$3K | -40 | Closed |
|
SMLV Hedge Fund Activity: Q1 2021 in Review
78 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q1 2021, worth a combined $89.3M — down 5% from $93.9M a quarter earlier.
Fund positioning in SMLV was balanced in Q1 2021: 7 funds opened new positions, 7 closed out, 16 added to existing stakes and 42 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $621K. The largest seller was Focus Financial Network, exiting entirely with an estimated $4.49M sold.
- 78 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q1 2021, down from 79 in Q4 2020.
- Funds reported $89.3M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q1 2021, down 5% quarter-over-quarter.
- 7 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q1 2021 and 7 closed out, a net change of 0 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $621K added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q1 2021 was Focus Financial Network, an estimated $4.49M sold.
Based on aggregated 13F filings for Q1 2021.