State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
69 hedge funds and large institutions have $85.7M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.
10% more capital invested
Capital invested by funds: $77.9M → $85.7M (+$7.78M)
7.38% more ownership
Funds ownership: 40.74% → 48.12% (+7.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 26
8% less funds holding
Funds holding: 75 → 69 (-6)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$17.6M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$601K |
| 3 |
LPL Financial
San Diego,
California
|
+$489K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$424K |
| 5 |
MWM
McNaughton Wealth Management
San Diego,
California
|
+$423K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFWA
Grey Fox Wealth Advisors
Rockland,
Delaware
|
-$2.14M |
| 2 |
TNB
Thomasville National Bank
Thomasville,
Georgia
|
-$2.08M |
| 3 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$898K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$760K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$635K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$36.9K | -316 | Closed |
|
|
WP
77
WealthShield Partners
Cary,
North Carolina
| – | -$5.17K | -50 | Closed |
|
SMLV Hedge Fund Activity: Q3 2023 in Review
69 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q3 2023, worth a combined $85.7M — up 10% from $77.9M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of SMLV and 3 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 26 added.
The largest buyer was Congress Wealth Management, opening a new position worth an estimated $17.6M. The largest seller was Grey Fox Wealth Advisors, cutting an estimated $2.14M.
- 69 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q3 2023, down from 75 in Q2 2023.
- Funds reported $85.7M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q3 2023, up 10% quarter-over-quarter.
- 3 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q3 2023 and 8 closed out, a net change of -5 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q3 2023 was Congress Wealth Management, an estimated $17.6M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q3 2023 was Grey Fox Wealth Advisors, an estimated $2.14M sold.
Based on aggregated 13F filings for Q3 2023.