State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
71 hedge funds and large institutions have $112M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 12 closing their positions.
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
35% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 17
16% more capital invested
Capital invested by funds: $96.3M → $112M (+$15.9M)
8% more funds holding
Funds holding: 66 → 71 (+5)
0.85% more ownership
Funds ownership: 42.01% → 42.86% (+0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$4.41M |
| 2 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$4.38M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$2.62M |
| 4 |
Jane Street
New York
|
+$1.85M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.52M |
| 2 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$795K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$649K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$536K |
| 5 |
Morgan Stanley
New York
|
-$432K |
SMLV Hedge Fund Activity: Q3 2019 in Review
71 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q3 2019, worth a combined $112M — up 16% from $96.3M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SMLV positions and 12 closed out — a net gain of 5 holders — while 23 added to existing stakes and 17 trimmed.
The largest buyer was Citigroup, adding an estimated $4.41M. The largest seller was Ameriprise, cutting an estimated $1.52M.
- 71 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q3 2019, up from 66 in Q2 2019.
- Funds reported $112M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q3 2019, up 16% quarter-over-quarter.
- 17 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q3 2019 and 12 closed out, a net change of +5 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q3 2019 was Citigroup, an estimated $4.41M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q3 2019 was Ameriprise, an estimated $1.52M sold.
Based on aggregated 13F filings for Q3 2019.