State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
16 hedge funds and large institutions have $9.08M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
88% more capital invested
Capital invested by funds: $4.83M → $9.08M (+$4.25M)
45% more funds holding
Funds holding: 11 → 16 (+5)
23.76% more ownership
Funds ownership: 34.5% → 58.26% (+24%)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.77M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.73M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.45M |
| 5 |
SG Americas Securities
New York
|
+$292K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.65M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$647K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$563K |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$225K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$103K |
SMLV Hedge Fund Activity: Q4 2014 in Review
16 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q4 2014, worth a combined $9.08M — up 88% from $4.83M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SMLV positions and 3 closed out — a net gain of 5 holders — while 1 added to existing stakes and 5 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $1.77M. The largest seller was Goldman Sachs, cutting an estimated $1.65M.
- 16 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q4 2014, up from 11 in Q3 2014.
- Funds reported $9.08M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q4 2014, up 88% quarter-over-quarter.
- 8 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q4 2014 and 3 closed out, a net change of +5 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q4 2014 was United Capital Financial Advisors, an estimated $1.77M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q4 2014 was Goldman Sachs, an estimated $1.65M sold.
Based on aggregated 13F filings for Q4 2014.