State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
10 hedge funds and large institutions have $241M invested in State Street SPDR Russell 1000 Momentum Focus ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 5 closing their positions.
1,178% more capital invested
Capital invested by funds: $18.9M → $241M (+$223M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
91.92% more ownership
Funds ownership: 5.28% → 97.2% (+92%)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
9% less funds holding
Funds holding: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWS
Lucia Wealth Services
San Diego,
California
|
+$588K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$383K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$327K |
| 4 |
LPL Financial
San Diego,
California
|
+$303K |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$7.86M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$7.85M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$985K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$228K |
| 5 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$46K |
ONEO Hedge Fund Activity: Q1 2020 in Review
10 of the 4,546 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) for Q1 2020, worth a combined $241M — up 1,178% from $18.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ONEO positions and 5 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Lucia Wealth Services, opening a new position worth an estimated $588K. The largest seller was United Services Automobile Association, exiting entirely with an estimated $7.86M sold.
- 10 institutional investors held State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) as of Q1 2020, down from 11 in Q4 2019.
- Funds reported $241M of State Street SPDR Russell 1000 Momentum Focus ETF stock for Q1 2020, up 1,178% quarter-over-quarter.
- 6 funds opened new State Street SPDR Russell 1000 Momentum Focus ETF positions in Q1 2020 and 5 closed out, a net change of +1 holder.
- The largest State Street SPDR Russell 1000 Momentum Focus ETF buyer in Q1 2020 was Lucia Wealth Services, an estimated $588K added.
- The largest State Street SPDR Russell 1000 Momentum Focus ETF seller in Q1 2020 was United Services Automobile Association, an estimated $7.86M sold.
Based on aggregated 13F filings for Q1 2020.