State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
23 hedge funds and large institutions have $23M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 4 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
64% more capital invested
Capital invested by funds: $14M → $23M (+$8.97M)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
19% more ownership
Funds ownership: 43% → 62% (+19%)
10% more funds holding
Funds holding: 21 → 23 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.84M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.94M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.43M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.31M |
| 5 |
CC
Courier Capital
Buffalo,
New York
|
+$214K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$792K |
| 2 |
Jane Street
New York
|
-$708K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$438K |
| 4 |
SG Americas Securities
New York
|
-$264K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$238K |
SMLV Hedge Fund Activity: Q4 2015 in Review
23 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q4 2015, worth a combined $23M — up 64% from $14M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SMLV positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.84M. The largest seller was Citadel Advisors, exiting entirely with an estimated $792K sold.
- 23 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q4 2015, up from 21 in Q3 2015.
- Funds reported $23M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q4 2015, up 64% quarter-over-quarter.
- 6 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q4 2015 and 4 closed out, a net change of +2 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q4 2015 was LPL Financial, an estimated $4.84M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q4 2015 was Citadel Advisors, an estimated $792K sold.
Based on aggregated 13F filings for Q4 2015.