State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
40 hedge funds and large institutions have $95.6M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 4 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
22% more capital invested
Capital invested by funds: $78.5M → $95.6M (+$17.2M)
3.5% more ownership
Funds ownership: 41.96% → 45.46% (+3.5%)
3% more funds holding
Funds holding: 39 → 40 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.83M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$5.89M |
| 3 |
AP
Appleton Partners
Boston,
Massachusetts
|
+$4.38M |
| 4 |
Morgan Stanley
New York
|
+$1.22M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$946K |
| 2 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$893K |
| 3 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$844K |
| 4 |
SG Americas Securities
New York
|
-$785K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$710K |
SMLV Hedge Fund Activity: Q1 2017 in Review
40 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q1 2017, worth a combined $95.6M — up 22% from $78.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SMLV positions and 4 closed out — a net gain of 2 holders — while 19 added to existing stakes and 11 trimmed.
The largest buyer was Ameriprise, adding an estimated $8.83M. The largest seller was Meridian Wealth Management, exiting entirely with an estimated $946K sold.
- 40 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q1 2017, up from 39 in Q4 2016.
- Funds reported $95.6M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q1 2017, up 22% quarter-over-quarter.
- 6 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q1 2017 and 4 closed out, a net change of +2 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q1 2017 was Ameriprise, an estimated $8.83M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q1 2017 was Meridian Wealth Management, an estimated $946K sold.
Based on aggregated 13F filings for Q1 2017.