SMLV icon

SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV

Overview Fund Activity

88 hedge funds and large institutions have $153M invested in SPDR SSGA US Small Cap Low Volatility Index ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+17
Holders Change %
+23.94%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
32
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$10.3M
2
AI
Atria Investments
North Carolina
$2.04M
3
JFA
Johanson Financial Advisors
California
$1.77M
4
LPL Financial
LPL Financial
California
$9.16M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$2.32M

Top Sellers

1
Axa
Axa
France
$0
2
PFG
Pacific Financial Group
Washington
$0
3
UBS Group
UBS Group
Switzerland
$3.42M
4
Jane Street
Jane Street
New York
$866K
5
Morgan Stanley
Morgan Stanley
New York
$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$26.4M +$1.08M +10,797 +4%
UCFA
2
United Capital Financial Advisors
Texas
$12.6M -$410K -4,099 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.2M -$302K -3,013 -3%
AAS
4
Avantax Advisory Services
Texas
$10.3M +$10.3M +102,696 New
LPL Financial
5
LPL Financial
California
$9.16M +$1.59M +15,898 +21%
Citigroup
6
Citigroup
New York
$5.96M +$738K +7,371 +14%
AF
7
Advisornet Financial
Minnesota
$5.4M +$711K +7,099 +15%
MWM
8
McNaughton Wealth Management
California
$4.96M +$4.96M +49,478 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.93M +$927K +9,265 +23%
CCFM
10
Clear Creek Financial Management
Washington
$4.66M +$226K +2,274 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.71M +$761K +7,608 +26%
UBS Group
12
UBS Group
Switzerland
$3.42M -$1.15M -11,447 -25%
FFN
13
Focus Financial Network
Minnesota
$3.3M +$498K +4,976 +18%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.02M +$344K +3,436 +13%
SPC
15
Sigma Planning Corp
Michigan
$2.45M -$50.1K -501 -2%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$2.32M +$1.57M +15,678 +208%
RFA
17
Reilly Financial Advisors
California
$2.32M +$42K +420 +2%
Bank of America
18
Bank of America
North Carolina
$2.25M +$1.29M +12,923 +135%
AI
19
Atria Investments
North Carolina
$2.04M +$2.04M +20,363 New
EH
20
Equitable Holdings
New York
$1.96M +$1.96M +19,570 New
VA
21
Valmark Advisers
Ohio
$1.92M +$1.24M +12,421 +183%
DL
22
DOHJ LLC
Washington
$1.8M +$1.8M +17,989 New
JFA
23
Johanson Financial Advisors
California
$1.77M +$1.77M +177,454 New
CAL
24
Capital Analysts LLC
Pennsylvania
$1.58M +$38.7K +387 +3%
Morgan Stanley
25
Morgan Stanley
New York
$1.45M -$1.06M -10,562 -42%
1
2 3 4