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State Street SPDR US Small Cap Low Volatility Index ETF

41 hedge funds and large institutions have $88.6M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 4041 (+1)

3.75% less ownership

Funds ownership: 45.46%41.71% (-3.7%)

7% less capital invested

Capital invested by funds: $95.6M → $88.6M (-$7.08M)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$22M -$1.63M -17,756 -7%
UBS Group
2
UBS Group
Switzerland
$11.6M -$35K -382 -0.3%
UCFA
3
United Capital Financial Advisors
Texas
$10.1M +$128K +1,399 +1%
Bank of America
4
Bank of America
North Carolina
$7.62M -$5.12M -55,861 -40%
AP
5
Appleton Partners
Massachusetts
$5.12M +$722K +7,867 +17%
LPL Financial
6
LPL Financial
California
$4.83M -$86.6K -944 -2%
Morgan Stanley
7
Morgan Stanley
New York
$4.37M +$52.2K +569 +1%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.36M +$3.34M +36,399 New
Goldman Sachs
9
Goldman Sachs
New York
$2.75M +$2.73M +29,767 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.07M -$5.78K -63 -0.3%
SPC
11
Sigma Planning Corp
Michigan
$1.91M +$16.8K +183 +0.9%
Stifel Financial
12
Stifel Financial
Missouri
$1.42M -$46.5K -507 -3%
RFA
13
Reilly Financial Advisors
California
$1.32M +$124K +1,350 +10%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.23M +$1.22M +13,333 New
SG Americas Securities
15
SG Americas Securities
New York
$1.21M -$295K -3,219 -20%
CAL
16
Capital Analysts LLC
Pennsylvania
$1.12M +$129K +1,403 +13%
Axa
17
Axa
France
$930K
FCAG
18
First Capital Advisors Group
New Jersey
$799K +$273K +2,978 +52%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$754K +$272K +2,961 +57%
ICM
20
IMS Capital Management
Oregon
$566K +$30.3K +330 +6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$468K +$34.9K +381 +8%
RJA
22
Raymond James & Associates
Florida
$421K -$228K -2,482 -35%
CA
23
Cetera Advisors
Colorado
$404K +$85K +927 +27%
CC
24
Courier Capital
New York
$340K +$28.5K +311 +9%
FHC
25
First Heartland Consultants
Missouri
$330K +$1.56K +17 +0.5%

SMLV Hedge Fund Activity: Q2 2017 in Review

41 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q2 2017, worth a combined $88.6M — down 7.4% from $95.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SMLV positions and 4 closed out — a net gain of 1 holder — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.34M. The largest seller was Citadel Advisors, exiting entirely with an estimated $8.8M sold.

  • 41 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q2 2017, up from 40 in Q1 2017.
  • Funds reported $88.6M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q2 2017, down 7.4% quarter-over-quarter.
  • 5 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q2 2017 and 4 closed out, a net change of +1 holder.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q2 2017 was Susquehanna International Group, an estimated $3.34M added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q2 2017 was Citadel Advisors, an estimated $8.8M sold.

Based on aggregated 13F filings for Q2 2017.