State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
81 hedge funds and large institutions have $85.5M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
20% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 25
7% more funds holding
Funds holding: 76 → 81 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.47% less ownership
Funds ownership: 40.15% → 39.68% (-0.47%)
4% less capital invested
Capital invested by funds: $89M → $85.5M (-$3.45M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$839K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$562K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$418K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$250K |
| 5 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.03M |
| 2 |
Citigroup
New York
|
-$1.69M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.03M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$487K |
| 5 |
CL
COWA LLC
Tulsa,
Oklahoma
|
-$447K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
JP Morgan Chase
New York
| $10K | +$9.8K | +87 | New |
|
77
Rockefeller Capital Management
New York
| $5K | +$5.63K | +50 | New |
|
78
Wells Fargo
San Francisco,
California
| $3K | +$2.59K | +23 | New |
|
|
NFG
79
Next Financial Group
Houston,
Texas
| $2K | – | – | – |
|
|
PFGIA
80
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $1K | – | – | – |
|
|
ACA
81
Aptus Capital Advisors
Fairhope,
Alabama
| $1K | +$901 | +8 | New |
|
|
DWP
82
Destiny Wealth Partners
Tavares,
Florida
| $1K | +$1.13K | +10 | New |
|
|
JWCA
83
J.W. Cole Advisors
Tampa,
Florida
| – | -$310K | -2,750 | Closed |
|
|
WP
84
WealthShield Partners
Cary,
North Carolina
| – | -$23K | -200 | Closed |
|
|
AIP
85
Ameritas Investment Partners
Lincoln,
Nebraska
| – | -$4K | -40 | Closed |
|
SMLV Hedge Fund Activity: Q3 2021 in Review
81 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q3 2021, worth a combined $85.5M — down 3.9% from $89M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SMLV positions and 3 closed out — a net gain of 6 holders — while 30 added to existing stakes and 25 trimmed.
The largest buyer was Flow Traders U.S., adding an estimated $839K. The largest seller was LPL Financial, cutting an estimated $2.03M.
- 81 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q3 2021, up from 76 in Q2 2021.
- Funds reported $85.5M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q3 2021, down 3.9% quarter-over-quarter.
- 9 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q3 2021 and 3 closed out, a net change of +6 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q3 2021 was Flow Traders U.S., an estimated $839K added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q3 2021 was LPL Financial, an estimated $2.03M sold.
Based on aggregated 13F filings for Q3 2021.