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State Street SPDR US Small Cap Low Volatility Index ETF

71 hedge funds and large institutions have $73.1M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.64% more ownership

Funds ownership: 40.26%40.9% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

2% less capital invested

Capital invested by funds: $74.8M → $73.1M (-$1.71M)

3% less funds holding

Funds holding: 7371 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
27
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
McNaughton Wealth Management
California
$6.62M +$13.6K +126 +0.2%
AF
2
Advisornet Financial
Minnesota
$5.43M +$90K +836 +2%
LPL Financial
3
LPL Financial
California
$4.66M +$76K +706 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.36M -$453K -4,210 -9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.82M -$58.4K -543 -1%
AI
6
Atria Investments
North Carolina
$3.31M +$77.2K +717 +2%
KAS
7
Kestra Advisory Services
Texas
$3.09M +$229K +2,124 +7%
Bank of America
8
Bank of America
North Carolina
$2.92M -$94.9K -882 -3%
Ameriprise
9
Ameriprise
Minnesota
$2.8M -$443K -4,118 -13%
UCFA
10
United Capital Financial Advisors
Texas
$2.38M -$352K -3,269 -12%
IWP
11
IAG Wealth Partners
Wisconsin
$2.23M -$69.3K -644 -3%
JWWM
12
Johnson & White Wealth Management
Pennsylvania
$2.05M +$2.24M +20,777 New
MMA
13
Miracle Mile Advisors
California
$2.02M +$10.5K +98 +0.5%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$1.97M -$46.6K -433 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.91M -$667K -6,199 -24%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.75M +$1.64M +15,248 +609%
EH
17
Equitable Holdings
New York
$1.56M -$46.3K -430 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$972K -$174K -1,619 -14%
CAL
19
Capital Analysts LLC
Pennsylvania
$906K +$20K +186 +2%
AAS
20
Avantax Advisory Services
Texas
$867K +$14.3K +133 +2%
PSF
21
Pacific Sun Financial
California
$864K -$35.5K -330 -4%
IA
22
Insight Advisors
Pennsylvania
$859K +$11.7K +109 +1%
Citigroup
23
Citigroup
New York
$834K
BI
24
Berkeley Inc
Idaho
$833K +$2.04K +19 +0.2%
MFGM
25
Marshall Financial Group (Maryland)
Maryland
$778K -$1.72K -16 -0.2%

SMLV Hedge Fund Activity: Q3 2022 in Review

71 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q3 2022, worth a combined $73.1M — down 2.3% from $74.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SMLV and 5 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 27 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.64M. The largest seller was Osaic Holdings, cutting an estimated $667K.

  • 71 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q3 2022, down from 73 in Q2 2022.
  • Funds reported $73.1M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q3 2022, down 2.3% quarter-over-quarter.
  • 5 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q3 2022 and 7 closed out, a net change of -2 holders.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $1.64M added.
  • The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q3 2022 was Osaic Holdings, an estimated $667K sold.

Based on aggregated 13F filings for Q3 2022.