State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
57 hedge funds and large institutions have $75.9M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
10% more funds holding
Funds holding: 52 → 57 (+5)
2.61% more ownership
Funds ownership: 37.16% → 39.77% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less capital invested
Capital invested by funds: $88.4M → $75.9M (-$12.5M)
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.65M |
| 2 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
+$1.37M |
| 3 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
+$1.21M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.14M |
| 5 |
SG Americas Securities
New York
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.14M |
| 2 |
Morgan Stanley
New York
|
-$4.38M |
| 3 |
Goldman Sachs
New York
|
-$2.85M |
| 4 |
Jane Street
New York
|
-$2.15M |
| 5 |
AP
Appleton Partners
Boston,
Massachusetts
|
-$1.73M |
SMLV Hedge Fund Activity: Q1 2018 in Review
57 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q1 2018, worth a combined $75.9M — down 14% from $88.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SMLV positions and 8 closed out — a net gain of 5 holders — while 14 added to existing stakes and 18 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.65M. The largest seller was Bank of America, cutting an estimated $5.14M.
- 57 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q1 2018, up from 52 in Q4 2017.
- Funds reported $75.9M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q1 2018, down 14% quarter-over-quarter.
- 13 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q1 2018 and 8 closed out, a net change of +5 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q1 2018 was Citadel Advisors, an estimated $1.65M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q1 2018 was Bank of America, an estimated $5.14M sold.
Based on aggregated 13F filings for Q1 2018.