State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
74 hedge funds and large institutions have $93.4M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
9% more capital invested
Capital invested by funds: $85.7M → $93.4M (+$7.69M)
7% more funds holding
Funds holding: 69 → 74 (+5)
1.56% more ownership
Funds ownership: 48.12% → 49.68% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
32% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.82M |
| 2 |
Goldman Sachs
New York
|
+$1.42M |
| 3 |
NC
NovaPoint Capital
Atlanta,
Georgia
|
+$1.16M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$704K |
| 5 |
MWM
McNaughton Wealth Management
San Diego,
California
|
+$611K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$6.37M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$3.25M |
| 3 |
LPL Financial
San Diego,
California
|
-$853K |
| 4 |
GFWA
Grey Fox Wealth Advisors
Rockland,
Delaware
|
-$810K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$733K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
76
Atria Investments
Charlotte,
North Carolina
| – | -$3.25M | -32,837 | Closed |
|
|
AWS
77
Atria Wealth Solutions
New York
| – | -$604K | -6,107 | Closed |
|
78
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$476K | -4,812 | Closed |
|
79
MML Investors Services
Springfield,
Massachusetts
| – | -$469K | -4,747 | Closed |
|
|
BW
80
Bison Wealth
Atlanta,
Georgia
| – | -$334K | -3,382 | Closed |
|
|
WFAG
81
Worth Financial Advisory Group
Charlotte,
North Carolina
| – | -$229K | -2,314 | Closed |
|
82
Comerica Bank
Dallas,
Texas
| – | -$40.2K | -406 | Closed |
|
|
PTC
83
Private Trust Company
Cleveland,
Ohio
| – | -$39.6K | -400 | Closed |
|
|
WWM
84
Wolff Wiese Magana
Carslbad,
California
| – | -$2.87K | -29 | Closed |
|
SMLV Hedge Fund Activity: Q4 2023 in Review
74 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q4 2023, worth a combined $93.4M — up 9% from $85.7M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SMLV positions and 9 closed out — a net gain of 6 holders — while 19 added to existing stakes and 28 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.82M. The largest seller was Advisornet Financial, cutting an estimated $6.37M.
- 74 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q4 2023, up from 69 in Q3 2023.
- Funds reported $93.4M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q4 2023, up 9% quarter-over-quarter.
- 15 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q4 2023 and 9 closed out, a net change of +6 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.82M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q4 2023 was Advisornet Financial, an estimated $6.37M sold.
Based on aggregated 13F filings for Q4 2023.