State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
73 hedge funds and large institutions have $74.8M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 11 closing their positions.
2.25% more ownership
Funds ownership: 38.01% → 40.26% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 28
5% less capital invested
Capital invested by funds: $78.8M → $74.8M (-$4.05M)
8% less funds holding
Funds holding: 79 → 73 (-6)
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.16M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.43M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.18M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$593K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$491K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$699K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$614K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$464K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$368K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$361K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCS
76
Personal CFO Solutions
Chester,
New Jersey
| – | -$285K | -2,500 | Closed |
|
|
LFAS
77
Level Four Advisory Services
Dallas,
Texas
| – | -$257K | -2,247 | Closed |
|
|
RJFSA
78
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$213K | -1,866 | Closed |
|
|
CCFM
79
Clear Creek Financial Management
Silverdale,
Washington
| – | -$204K | -1,789 | Closed |
|
80
Koshinski Asset Management
Decatur,
Illinois
| – | -$191K | -1,676 | Closed |
|
|
LWP
81
Lumature Wealth Partners
Alpharetta,
Georgia
| – | -$30K | -261 | Closed |
|
82
Wells Fargo
San Francisco,
California
| – | -$18.1K | -167 | Closed |
|
|
MCC
83
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$15K | -135 | Closed |
|
|
WA
84
Win Advisors
Palm Beach Gardens,
Florida
| – | -$6K | -50 | Closed |
|
SMLV Hedge Fund Activity: Q2 2022 in Review
73 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q2 2022, worth a combined $74.8M — down 5.1% from $78.8M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of SMLV and 5 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 26 added.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $3.16M. The largest seller was HBW Advisory Services, exiting entirely with an estimated $699K sold.
- 73 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q2 2022, down from 79 in Q1 2022.
- Funds reported $74.8M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q2 2022, down 5.1% quarter-over-quarter.
- 5 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q2 2022 and 11 closed out, a net change of -6 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q2 2022 was Kestra Advisory Services, an estimated $3.16M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q2 2022 was HBW Advisory Services, an estimated $699K sold.
Based on aggregated 13F filings for Q2 2022.