State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
73 hedge funds and large institutions have $77.1M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1.32% less ownership
Funds ownership: 42.57% → 41.25% (-1.3%)
3% less funds holding
Funds holding: 75 → 73 (-2)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
68% less capital invested
Capital invested by funds: $243M → $77.1M (-$166M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$1.85M |
| 2 |
TNB
Thomasville National Bank
Thomasville,
Georgia
|
+$1.83M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$568K |
| 4 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$547K |
| 5 |
Morgan Stanley
New York
|
+$478K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LW
Libra Wealth
Los Gatos,
California
|
-$157M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.84M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$453K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$425K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$393K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
76
Affiance Financial
St. Louis Park,
Minnesota
| – | -$171K | -1,589 | Closed |
|
|
LW
77
Libra Wealth
Los Gatos,
California
| – | -$157M | -1,463 | Closed |
|
78
JP Morgan Chase
New York
| – | -$26K | -244 | Closed |
|
|
CFGS
79
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$26.4K | -240 | Closed |
|
|
MCC
80
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$18K | -167 | Closed |
|
|
DWP
81
Destiny Wealth Partners
Tavares,
Florida
| – | -$1.08K | -10 | Closed |
|
SMLV Hedge Fund Activity: Q1 2023 in Review
73 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q1 2023, worth a combined $77.1M — down 68% from $243M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SMLV positions and 8 closed out — a net gain of 1 holder — while 28 added to existing stakes and 23 trimmed.
The largest buyer was Johnson & White Wealth Management, adding an estimated $1.85M. The largest seller was Libra Wealth, exiting entirely with an estimated $157M sold.
- 73 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q1 2023, down from 75 in Q4 2022.
- Funds reported $77.1M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q1 2023, down 68% quarter-over-quarter.
- 9 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q1 2023 and 8 closed out, a net change of +1 holder.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q1 2023 was Johnson & White Wealth Management, an estimated $1.85M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q1 2023 was Libra Wealth, an estimated $157M sold.
Based on aggregated 13F filings for Q1 2023.