State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
75 hedge funds and large institutions have $111M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 21 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
1.47% more ownership
Funds ownership: 46.67% → 48.14% (+1.5%)
4% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 26
15% less funds holding
Funds holding: 88 → 75 (-13)
27% less capital invested
Capital invested by funds: $151M → $111M (-$40.6M)
43% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Affiance Financial
St. Louis Park,
Minnesota
|
+$11.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.34M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.98M |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$1.77M |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.86M |
| 2 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
-$2.06M |
| 3 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$972K |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$951K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$908K |
SMLV Hedge Fund Activity: Q1 2020 in Review
75 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q1 2020, worth a combined $111M — down 27% from $151M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of SMLV and 12 opened new positions — a net loss of 9 holders — while 26 trimmed existing stakes and 25 added.
The largest buyer was Affiance Financial, opening a new position worth an estimated $11.9M. The largest seller was Ameriprise, cutting an estimated $2.86M.
- 75 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q1 2020, down from 88 in Q4 2019.
- Funds reported $111M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q1 2020, down 27% quarter-over-quarter.
- 12 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q1 2020 and 21 closed out, a net change of -9 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q1 2020 was Affiance Financial, an estimated $11.9M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q1 2020 was Ameriprise, an estimated $2.86M sold.
Based on aggregated 13F filings for Q1 2020.