State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
58 hedge funds and large institutions have $72M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
7% more funds holding
Funds holding: 54 → 58 (+4)
1.06% more ownership
Funds ownership: 41.34% → 42.39% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 19
10% less capital invested
Capital invested by funds: $80.1M → $72M (-$8.09M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.95M |
| 2 |
Jane Street
New York
|
+$2.69M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.03M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$322K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$255K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.98M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.35M |
| 3 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$627K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$568K |
| 5 |
FCAG
First Capital Advisors Group
Little Silver,
New Jersey
|
-$404K |
SMLV Hedge Fund Activity: Q4 2018 in Review
58 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q4 2018, worth a combined $72M — down 10% from $80.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SMLV positions and 4 closed out — a net gain of 4 holders — while 19 added to existing stakes and 19 trimmed.
The largest buyer was Ameriprise, adding an estimated $3.95M. The largest seller was Envestnet Asset Management, cutting an estimated $2.98M.
- 58 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q4 2018, up from 54 in Q3 2018.
- Funds reported $72M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q4 2018, down 10% quarter-over-quarter.
- 8 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q4 2018 and 4 closed out, a net change of +4 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q4 2018 was Ameriprise, an estimated $3.95M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $2.98M sold.
Based on aggregated 13F filings for Q4 2018.