State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
11 hedge funds and large institutions have $127M invested in State Street SPDR Russell 1000 Momentum Focus ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
10% more capital invested
Capital invested by funds: $115M → $127M (+$11.8M)
0.09% less ownership
Funds ownership: 77.83% → 77.75% (-0.09%)
8% less funds holding
Funds holding: 12 → 11 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$161K |
| 2 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$4.73K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.89K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.7K |
| 5 |
BAWC
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
+$579 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$687K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$294K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$60K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.66K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$94 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APF
1
Alaska Permanent Fund
Juneau,
Alaska
| $120M | – | – | – |
|
|
2
LPL Financial
San Diego,
California
| $1.99M | +$161K | +1,671 | +10% |
|
|
MFG
3
Merit Financial Group
Alpharetta,
Georgia
| $1.73M | -$687K | -7,128 | -30% |
|
|
IA
4
Insight Advisors
Newtown,
Pennsylvania
| $1.12M | +$4.73K | +49 | +0.5% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $721K | +$2.89K | +30 | +0.4% |
|
|
6
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $495K | -$60K | -622 | -12% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $250K | -$6.66K | -69 | -3% |
|
|
BAWC
8
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| $240K | +$579 | +6 | +0.3% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $5.64K | +$2.7K | +28 | +108% |
|
10
Morgan Stanley
New York
| $278 | +$193 | +2 | New |
|
11
Wells Fargo
San Francisco,
California
| $84 | – | – | – |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$294K | -3,125 | Closed |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$94 | -1 | Closed |
|
ONEO Hedge Fund Activity: Q4 2023 in Review
11 of the 6,865 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) for Q4 2023, worth a combined $127M — up 10% from $115M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of ONEO and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 5 added.
The largest buyer was LPL Financial, adding an estimated $161K. The largest seller was Merit Financial Group, cutting an estimated $687K.
- 11 institutional investors held State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) as of Q4 2023, down from 12 in Q3 2023.
- Funds reported $127M of State Street SPDR Russell 1000 Momentum Focus ETF stock for Q4 2023, up 10% quarter-over-quarter.
- 1 fund opened new State Street SPDR Russell 1000 Momentum Focus ETF positions in Q4 2023 and 2 closed out, a net change of -1 holder.
- The largest State Street SPDR Russell 1000 Momentum Focus ETF buyer in Q4 2023 was LPL Financial, an estimated $161K added.
- The largest State Street SPDR Russell 1000 Momentum Focus ETF seller in Q4 2023 was Merit Financial Group, an estimated $687K sold.
Based on aggregated 13F filings for Q4 2023.