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State Street SPDR US Small Cap Low Volatility Index ETF

79 hedge funds and large institutions have $78.8M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.3% less ownership

Funds ownership: 39.31%38.01% (-1.3%)

6% less funds holding

Funds holding: 8479 (-5)

9% less capital invested

Capital invested by funds: $87.1M → $78.8M (-$8.25M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
28
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
McNaughton Wealth Management
California
$7.46M +$265K +2,314 +4%
AF
2
Advisornet Financial
Minnesota
$6.22M +$137K +1,194 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.17M +$215K +1,876 +4%
LPL Financial
4
LPL Financial
California
$5M +$213K +1,858 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.46M +$74K +646 +2%
Ameriprise
6
Ameriprise
Minnesota
$3.9M -$475K -4,141 -11%
AI
7
Atria Investments
North Carolina
$3.49M +$686K +5,984 +24%
UCFA
8
United Capital Financial Advisors
Texas
$3.44M -$625K -5,450 -15%
Bank of America
9
Bank of America
North Carolina
$2.96M +$45.6K +398 +2%
IWP
10
IAG Wealth Partners
Wisconsin
$2.78M -$106K -927 -4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$2.71M +$832K +7,260 +44%
MMA
12
Miracle Mile Advisors
California
$2.32M -$3.9K -34 -0.2%
EH
13
Equitable Holdings
New York
$1.86M -$476K -4,150 -20%
AAS
14
Avantax Advisory Services
Texas
$1.33M +$10.5K +92 +0.8%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.3M -$114K -993 -7%
BPA
16
Beacon Pointe Advisors
California
$1.19M +$284K +2,480 +31%
Morgan Stanley
17
Morgan Stanley
New York
$1.18M +$688 +6 +0.1%
Citigroup
18
Citigroup
New York
$1.08M +$201K +1,754 +23%
CAL
19
Capital Analysts LLC
Pennsylvania
$1.03M -$23.5K -205 -2%
IA
20
Insight Advisors
Pennsylvania
$1.02M +$20.6K +180 +2%
BI
21
Berkeley Inc
Idaho
$1.01M -$66.2K -578 -6%
PSF
22
Pacific Sun Financial
California
$1M -$6.88K -60 -0.7%
CL
23
COWA LLC
Oklahoma
$957K
DL
24
DOHJ LLC
Washington
$910K -$226K -1,972 -20%
Goldman Sachs
25
Goldman Sachs
New York
$879K

SMLV Hedge Fund Activity: Q1 2022 in Review

79 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q1 2022, worth a combined $78.8M — down 9.5% from $87.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SMLV and 8 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 28 added.

The largest buyer was PNC Financial Services Group, adding an estimated $832K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.02M sold.

  • 79 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q1 2022, down from 84 in Q4 2021.
  • Funds reported $78.8M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q1 2022, down 9.5% quarter-over-quarter.
  • 8 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q1 2022 and 11 closed out, a net change of -3 holders.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q1 2022 was PNC Financial Services Group, an estimated $832K added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q1 2022 was Citadel Advisors, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2022.