State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
71 hedge funds and large institutions have $73.1M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 7 closing their positions.
0.64% more ownership
Funds ownership: 40.26% → 40.9% (+0.64%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
2% less capital invested
Capital invested by funds: $74.8M → $73.1M (-$1.71M)
3% less funds holding
Funds holding: 73 → 71 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.64M |
| 2 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
+$680K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$289K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$274K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$667K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$453K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$443K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$352K |
| 5 |
Morgan Stanley
New York
|
-$266K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JPLA
76
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$10K | -100 | Closed |
|
|
PFGIA
77
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$6K | -55 | Closed |
|
78
Rockefeller Capital Management
New York
| – | -$4K | -40 | Closed |
|
SMLV Hedge Fund Activity: Q3 2022 in Review
71 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q3 2022, worth a combined $73.1M — down 2.3% from $74.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SMLV and 5 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 27 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.64M. The largest seller was Osaic Holdings, cutting an estimated $667K.
- 71 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q3 2022, down from 73 in Q2 2022.
- Funds reported $73.1M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q3 2022, down 2.3% quarter-over-quarter.
- 5 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q3 2022 and 7 closed out, a net change of -2 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $1.64M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q3 2022 was Osaic Holdings, an estimated $667K sold.
Based on aggregated 13F filings for Q3 2022.