State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
76 hedge funds and large institutions have $88.8M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
12% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 25
3% more funds holding
Funds holding: 74 → 76 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $93.4M → $88.8M (-$4.59M)
1.56% less ownership
Funds ownership: 49.68% → 48.13% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$730K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$437K |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$437K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$354K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$315K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.18M |
| 2 |
Goldman Sachs
New York
|
-$1.51M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.26M |
| 4 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
-$1.03M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$777K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Wells Fargo
San Francisco,
California
| $84 | +$109 | +1 | New |
|
|
MFGM
77
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| – | -$1.03M | -9,140 | Closed |
|
|
78
Citadel Advisors
Miami,
Florida
| – | -$777K | -6,908 | Closed |
|
|
FAIM
79
Financial Advocates Investment Management
Olympia,
Washington
| – | -$309K | -2,744 | Closed |
|
|
SAG
80
SageView Advisory Group
Newport Beach,
California
| – | -$279K | -2,515 | Closed |
|
|
RIM
81
Rockbridge Investment Management
Syracuse,
New York
| – | -$15K | -133 | Closed |
|
|
BIA
82
Bell Investment Advisors
Oakland,
California
| – | -$14.9K | -132 | Closed |
|
|
AWM
83
Aspire Wealth Management
Waltham,
Massachusetts
| – | -$8.69K | -77 | Closed |
|
SMLV Hedge Fund Activity: Q1 2024 in Review
76 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q1 2024, worth a combined $88.8M — down 4.9% from $93.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SMLV positions and 7 closed out — a net gain of 3 holders — while 28 added to existing stakes and 25 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $730K. The largest seller was Morgan Stanley, cutting an estimated $2.18M.
- 76 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q1 2024, up from 74 in Q4 2023.
- Funds reported $88.8M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q1 2024, down 4.9% quarter-over-quarter.
- 10 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q1 2024 and 7 closed out, a net change of +3 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $730K added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.18M sold.
Based on aggregated 13F filings for Q1 2024.