State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
86 hedge funds and large institutions have $107M invested in State Street SPDR US Small Cap Low Volatility Index ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
15% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 27
14% more capital invested
Capital invested by funds: $93.6M → $107M (+$13.4M)
10% more funds holding
Funds holding: 78 → 86 (+8)
4.48% more ownership
Funds ownership: 47.9% → 52.39% (+4.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
IEQ Capital
Foster City,
California
|
+$7.33M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$6.1M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.83M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$603K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$471K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$3.78M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.54M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.51M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
-$417K |
| 5 |
Two Sigma Investments
New York
|
-$406K |
SMLV Hedge Fund Activity: Q4 2024 in Review
86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) for Q4 2024, worth a combined $107M — up 14% from $93.6M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SMLV positions and 7 closed out — a net gain of 9 holders — while 31 added to existing stakes and 27 trimmed.
The largest buyer was IEQ Capital, opening a new position worth an estimated $7.33M. The largest seller was Mariner, exiting entirely with an estimated $3.78M sold.
- 86 institutional investors held State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) as of Q4 2024, up from 78 in Q3 2024.
- Funds reported $107M of State Street SPDR US Small Cap Low Volatility Index ETF stock for Q4 2024, up 14% quarter-over-quarter.
- 16 funds opened new State Street SPDR US Small Cap Low Volatility Index ETF positions in Q4 2024 and 7 closed out, a net change of +9 holders.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF buyer in Q4 2024 was IEQ Capital, an estimated $7.33M added.
- The largest State Street SPDR US Small Cap Low Volatility Index ETF seller in Q4 2024 was Mariner, an estimated $3.78M sold.
Based on aggregated 13F filings for Q4 2024.