State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
76 hedge funds and large institutions have $89M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 6 closing their positions.
0.69% more ownership
Funds ownership: 39.46% → 40.15% (+0.69%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 78 → 76 (-2)
19% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 32
21% less capital inflows, than outflows
Capital inflows: $4.22M | Capital outflows: $5.35M
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Belpointe Asset Management
Reno,
Nevada
|
+$751K |
| 2 |
Flow Traders U.S.
New York
|
+$713K |
| 3 |
Tower Research Capital (TRC)
New York
|
+$567K |
| 4 |
LPL Financial
San Diego,
California
|
+$431K |
| 5 |
Clear Creek Financial Management
Silverdale,
Washington
|
+$307K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
United Capital Financial Advisors
Irving,
Texas
|
-$949K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$938K |
| 3 |
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$550K |
| 4 |
AE Wealth Management
Topeka,
Kansas
|
-$350K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$323K |
SMLV Hedge Fund Activity: Q2 2021 in Review
76 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q2 2021, worth a combined $89M — down 0.32% from $89.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SMLV and 4 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 26 added.
The largest buyer was Belpointe Asset Management, opening a new position worth an estimated $751K. The largest seller was United Capital Financial Advisors, cutting an estimated $949K.
- 76 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q2 2021, down from 78 in Q1 2021.
- Funds reported $89M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q2 2021, down 0.32% quarter-over-quarter.
- 4 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q2 2021 and 6 closed out, a net change of -2 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q2 2021 was Belpointe Asset Management, an estimated $751K added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q2 2021 was United Capital Financial Advisors, an estimated $949K sold.
Based on aggregated 13F filings for Q2 2021.