State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
78 hedge funds and large institutions have $93.6M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 9 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 26
8% more capital invested
Capital invested by funds: $86.3M → $93.6M (+$7.26M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.39% less ownership
Funds ownership: 50.29% → 47.9% (-2.4%)
3% less funds holding
Funds holding: 80 → 78 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.6M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$3.67M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$1.2M |
| 4 |
Two Sigma Investments
New York
|
+$1.06M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$6.8M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.22M |
| 3 |
NC
NovaPoint Capital
Atlanta,
Georgia
|
-$1.37M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.09M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
76
Harbour Investments
Madison,
Wisconsin
| $8.02K | +$121 | +1 | +2% |
|
|
FFA
77
Farther Finance Advisors
San Francisco,
California
| $7.83K | +$362 | +3 | +5% |
|
|
SS
78
Sunbelt Securities
Houston,
Texas
| $1.24K | – | – | – |
|
79
Wells Fargo
San Francisco,
California
| $61 | -$29.4K | -243 | Closed |
|
|
NC
80
NovaPoint Capital
Atlanta,
Georgia
| – | -$1.37M | -12,428 | Closed |
|
|
81
Citadel Advisors
Miami,
Florida
| – | -$1.07M | -9,705 | Closed |
|
|
SAG
82
SageView Advisory Group
Newport Beach,
California
| – | -$249K | -2,267 | Closed |
|
|
SA
83
Sanctuary Advisors
Indianapolis,
Indiana
| – | -$235K | -2,190 | Closed |
|
84
Stifel Financial
St. Louis,
Missouri
| – | -$202K | -1,832 | Closed |
|
|
IAIM
85
International Assets Investment Management
Orlando,
Florida
| – | -$46.8K | -425 | Closed |
|
|
GI
86
Gradient Investments
Arden Hills,
Minnesota
| – | -$8.69K | -79 | Closed |
|
|
HGA
87
Hobbs Group Advisors
Columbia,
South Carolina
| – | -$1.76K | -16 | Closed |
|
SMLV Hedge Fund Activity: Q3 2024 in Review
78 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q3 2024, worth a combined $93.6M — up 8.4% from $86.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of SMLV and 8 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 29 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $4.6M. The largest seller was Congress Wealth Management, cutting an estimated $6.8M.
- 78 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q3 2024, down from 80 in Q2 2024.
- Funds reported $93.6M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q3 2024, up 8.4% quarter-over-quarter.
- 8 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q3 2024 and 9 closed out, a net change of -1 holder.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q3 2024 was Cambridge Investment Research Advisors, an estimated $4.6M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q3 2024 was Congress Wealth Management, an estimated $6.8M sold.
Based on aggregated 13F filings for Q3 2024.