State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
17 hedge funds and large institutions have $15.5M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
71% more capital invested
Capital invested by funds: $9.08M → $15.5M (+$6.41M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
6% more funds holding
Funds holding: 16 → 17 (+1)
9.06% less ownership
Funds ownership: 58.26% → 49.2% (-9.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.17M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.73M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.72M |
| 4 |
Morgan Stanley
New York
|
+$522K |
| 5 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$351K |
| 2 |
Axa
Paris,
France
|
-$63.3K |
| 3 |
SG Americas Securities
New York
|
-$15.4K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
-$4K |
SMLV Hedge Fund Activity: Q1 2015 in Review
17 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q1 2015, worth a combined $15.5M — up 71% from $9.08M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SMLV positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.17M. The largest seller was Goldman Sachs, exiting entirely with an estimated $351K sold.
- 17 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q1 2015, up from 16 in Q4 2014.
- Funds reported $15.5M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q1 2015, up 71% quarter-over-quarter.
- 3 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q1 2015 and 2 closed out, a net change of +1 holder.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q1 2015 was Royal Bank of Canada, an estimated $2.17M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q1 2015 was Goldman Sachs, an estimated $351K sold.
Based on aggregated 13F filings for Q1 2015.