State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
75 hedge funds and large institutions have $77.9M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
3% more funds holding
Funds holding: 73 → 75 (+2)
1% more capital invested
Capital invested by funds: $77.1M → $77.9M (+$739K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.51% less ownership
Funds ownership: 41.25% → 40.74% (-0.51%)
16% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
+$738K |
| 2 |
MWM
McNaughton Wealth Management
San Diego,
California
|
+$588K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$479K |
| 4 |
GFWA
Grey Fox Wealth Advisors
Rockland,
Delaware
|
+$405K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$399K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.42M |
| 2 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$1.14M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$869K |
| 4 |
AWM
Aspire Wealth Management
Waltham,
Massachusetts
|
-$835K |
| 5 |
LPL Financial
San Diego,
California
|
-$612K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Stifel Financial
St. Louis,
Missouri
| – | -$245K | -2,335 | Closed |
|
77
Koshinski Asset Management
Decatur,
Illinois
| – | -$207K | -1,973 | Closed |
|
|
RJFSA
78
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$201K | -1,916 | Closed |
|
|
BAM
79
Belpointe Asset Management
Reno,
Nevada
| – | -$67.5K | -642 | Closed |
|
80
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$16.2K | -154 | Closed |
|
SMLV Hedge Fund Activity: Q2 2023 in Review
75 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q2 2023, worth a combined $77.9M — up 0.96% from $77.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SMLV positions and 5 closed out — a net gain of 2 holders — while 26 added to existing stakes and 31 trimmed.
The largest buyer was Atria Wealth Solutions, adding an estimated $738K. The largest seller was Atria Investments, cutting an estimated $1.42M.
- 75 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q2 2023, up from 73 in Q1 2023.
- Funds reported $77.9M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q2 2023, up 0.96% quarter-over-quarter.
- 7 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q2 2023 and 5 closed out, a net change of +2 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q2 2023 was Atria Wealth Solutions, an estimated $738K added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q2 2023 was Atria Investments, an estimated $1.42M sold.
Based on aggregated 13F filings for Q2 2023.