State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
80 hedge funds and large institutions have $86.3M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
5% more funds holding
Funds holding: 76 → 80 (+4)
2.17% more ownership
Funds ownership: 48.13% → 50.29% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $88.8M → $86.3M (-$2.45M)
16% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.05M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$827K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$536K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$479K |
| 5 |
DC
Dorval Corp
Maple Grove,
Minnesota
|
+$299K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Berkeley Inc
Boise,
Idaho
|
-$931K |
| 2 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$821K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$781K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$412K |
| 5 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
-$367K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
76
Farther Finance Advisors
San Francisco,
California
| $6.56K | – | – | – |
|
77
JP Morgan Chase
New York
| $4.73K | -$322K | -2,971 | -99% |
|
|
PPA
78
Painted Porch Advisors
Santa Barbara,
California
| $3.08K | +$3.04K | +28 | New |
|
|
HGA
79
Hobbs Group Advisors
Columbia,
South Carolina
| $1.76K | +$1.74K | +16 | New |
|
|
SS
80
Sunbelt Securities
Houston,
Texas
| $1.1K | – | – | – |
|
|
BI
81
Berkeley Inc
Boise,
Idaho
| – | -$931K | -8,306 | Closed |
|
|
HAS
82
HBW Advisory Services
Simi Valley,
California
| – | -$821K | -7,301 | Closed |
|
83
Koshinski Asset Management
Decatur,
Illinois
| – | -$232K | -2,069 | Closed |
|
|
GFWA
84
Grey Fox Wealth Advisors
Rockland,
Delaware
| – | -$204K | -1,825 | Closed |
|
SMLV Hedge Fund Activity: Q2 2024 in Review
80 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q2 2024, worth a combined $86.3M — down 2.8% from $88.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SMLV positions and 4 closed out — a net gain of 5 holders — while 27 added to existing stakes and 32 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.05M. The largest seller was Berkeley Inc, exiting entirely with an estimated $931K sold.
- 80 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q2 2024, up from 76 in Q1 2024.
- Funds reported $86.3M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q2 2024, down 2.8% quarter-over-quarter.
- 9 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q2 2024 and 4 closed out, a net change of +5 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q2 2024 was Citadel Advisors, an estimated $1.05M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q2 2024 was Berkeley Inc, an estimated $931K sold.
Based on aggregated 13F filings for Q2 2024.