State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
54 hedge funds and large institutions have $80.1M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 6 closing their positions.
77% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 13
3.63% more ownership
Funds ownership: 37.71% → 41.34% (+3.6%)
4% more capital invested
Capital invested by funds: $77.2M → $80.1M (+$2.89M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 56 → 54 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.3M |
| 2 |
Morgan Stanley
New York
|
+$1.08M |
| 3 |
RMA
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
+$741K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$398K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$373K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$9.37M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.51M |
| 3 |
Jane Street
New York
|
-$1.15M |
| 4 |
SG Americas Securities
New York
|
-$635K |
| 5 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$421K |
SMLV Hedge Fund Activity: Q3 2018 in Review
54 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q3 2018, worth a combined $80.1M — up 3.7% from $77.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SMLV and 5 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 23 added.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $14.3M. The largest seller was UBS Group, cutting an estimated $9.37M.
- 54 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q3 2018, down from 56 in Q2 2018.
- Funds reported $80.1M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q3 2018, up 3.7% quarter-over-quarter.
- 5 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q3 2018 and 6 closed out, a net change of -1 holder.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $14.3M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q3 2018 was UBS Group, an estimated $9.37M sold.
Based on aggregated 13F filings for Q3 2018.