State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
84 hedge funds and large institutions have $87.1M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
4% more funds holding
Funds holding: 81 → 84 (+3)
2% more capital invested
Capital invested by funds: $85.5M → $87.1M (+$1.56M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.37% less ownership
Funds ownership: 39.68% → 39.31% (-0.37%)
4% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$998K |
| 2 |
SMA
Sage Mountain Advisors
Atlanta,
Georgia
|
+$951K |
| 3 |
LPL Financial
San Diego,
California
|
+$385K |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$319K |
| 5 |
MWM
McNaughton Wealth Management
San Diego,
California
|
+$283K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$2.09M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.5M |
| 3 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
-$1.07M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$941K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$816K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| $16K | – | – | – |
|
|
BWL
77
Bogart Wealth LLC
Mclean,
Virginia
| $12K | – | – | – |
|
78
JP Morgan Chase
New York
| $10K | – | – | – |
|
79
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $8K | +$7.5K | +64 | New |
|
80
Rockefeller Capital Management
New York
| $5K | – | – | – |
|
|
PFGIA
81
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $5K | +$3.87K | +33 | +275% |
|
|
NFG
82
Next Financial Group
Houston,
Texas
| $3K | – | – | – |
|
83
Wells Fargo
San Francisco,
California
| $3K | – | – | – |
|
|
ACA
84
Aptus Capital Advisors
Fairhope,
Alabama
| $1K | – | – | – |
|
|
DWP
85
Destiny Wealth Partners
Tavares,
Florida
| $1K | – | – | – |
|
|
FTUS
86
Flow Traders U.S.
New York
| – | -$2.09M | -18,661 | Closed |
|
|
AF
87
Affiance Financial
St. Louis Park,
Minnesota
| – | -$214K | -1,905 | Closed |
|
88
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$39K | -335 | Closed |
|
|
JPLA
89
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$11K | -100 | Closed |
|
SMLV Hedge Fund Activity: Q4 2021 in Review
84 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q4 2021, worth a combined $87.1M — up 1.8% from $85.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SMLV positions and 4 closed out — a net gain of 4 holders — while 27 added to existing stakes and 28 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $998K. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.09M sold.
- 84 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q4 2021, up from 81 in Q3 2021.
- Funds reported $87.1M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q4 2021, up 1.8% quarter-over-quarter.
- 8 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q4 2021 and 4 closed out, a net change of +4 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q4 2021 was Citadel Advisors, an estimated $998K added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q4 2021 was Flow Traders U.S., an estimated $2.09M sold.
Based on aggregated 13F filings for Q4 2021.