State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
13 hedge funds and large institutions have $18.3M invested in State Street SPDR Russell 1000 Momentum Focus ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
1.61% less ownership
Funds ownership: 5.86% → 4.25% (-1.6%)
7% less funds holding
Funds holding: 14 → 13 (-1)
28% less capital invested
Capital invested by funds: $25.5M → $18.3M (-$7.17M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Paulson Wealth Management
Wheaton,
Illinois
|
+$266K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$65.7K |
| 3 |
Goldman Sachs
New York
|
+$29K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$13.1K |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$11.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGFA
Colton Groome Financial Advisors
Asheville,
North Carolina
|
-$6.3M |
| 2 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$820K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$499K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$89.7K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.48K |
ONEO Hedge Fund Activity: Q3 2019 in Review
13 of the 4,573 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) for Q3 2019, worth a combined $18.3M — down 28% from $25.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ONEO and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 5 added.
The largest buyer was Paulson Wealth Management, opening a new position worth an estimated $266K. The largest seller was Colton Groome Financial Advisors, exiting entirely with an estimated $6.3M sold.
- 13 institutional investors held State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) as of Q3 2019, down from 14 in Q2 2019.
- Funds reported $18.3M of State Street SPDR Russell 1000 Momentum Focus ETF stock for Q3 2019, down 28% quarter-over-quarter.
- 2 funds opened new State Street SPDR Russell 1000 Momentum Focus ETF positions in Q3 2019 and 3 closed out, a net change of -1 holder.
- The largest State Street SPDR Russell 1000 Momentum Focus ETF buyer in Q3 2019 was Paulson Wealth Management, an estimated $266K added.
- The largest State Street SPDR Russell 1000 Momentum Focus ETF seller in Q3 2019 was Colton Groome Financial Advisors, an estimated $6.3M sold.
Based on aggregated 13F filings for Q3 2019.