State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
10 hedge funds and large institutions have $85.1M invested in State Street SPDR Russell 1000 Momentum Focus ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 4 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
12.69% more ownership
Funds ownership: 73.57% → 86.26% (+13%)
17% less funds holding
Funds holding: 12 → 10 (-2)
24% less capital invested
Capital invested by funds: $111M → $85.1M (-$26.4M)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$402K |
| 2 |
Goldman Sachs
New York
|
+$396K |
| 3 |
LPL Financial
San Diego,
California
|
+$134K |
| 4 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$50.7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$26.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$30M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.9K |
| 3 |
Morgan Stanley
New York
|
-$11K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$8.17K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$114 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APF
1
Alaska Permanent Fund
Juneau,
Alaska
| $76.7M | -$30M | -263,807 | -29% |
|
|
2
LPL Financial
San Diego,
California
| $3.02M | +$134K | +1,180 | +5% |
|
|
MFG
3
Merit Financial Group
Alpharetta,
Georgia
| $1.73M | +$2.04K | +18 | +0.1% |
|
|
IA
4
Insight Advisors
Newtown,
Pennsylvania
| $1.34M | +$50.7K | +446 | +4% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $893K | +$26.9K | +237 | +3% |
|
|
6
Citadel Advisors
Miami,
Florida
| $420K | +$402K | +3,534 | New |
|
|
7
Goldman Sachs
New York
| $414K | +$396K | +3,486 | New |
|
8
Stifel Financial
St. Louis,
Missouri
| $291K | – | – | – |
|
|
BAWC
9
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| $274K | +$568 | +5 | +0.2% |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $6.42K | – | – | – |
|
|
11
Wells Fargo
San Francisco,
California
| $50 | -$114 | -1 | Closed |
|
|
12
Fidelity Investments
Boston,
Massachusetts
| – | -$14.9K | -135 | Closed |
|
|
13
Morgan Stanley
New York
| – | -$11K | -100 | Closed |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$8.17K | -74 | Closed |
|
ONEO Hedge Fund Activity: Q3 2024 in Review
10 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) for Q3 2024, worth a combined $85.1M — down 24% from $111M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of ONEO and 2 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 5 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $402K. The largest seller was Alaska Permanent Fund, cutting an estimated $30M.
- 10 institutional investors held State Street SPDR Russell 1000 Momentum Focus ETF (ONEO) as of Q3 2024, down from 12 in Q2 2024.
- Funds reported $85.1M of State Street SPDR Russell 1000 Momentum Focus ETF stock for Q3 2024, down 24% quarter-over-quarter.
- 2 funds opened new State Street SPDR Russell 1000 Momentum Focus ETF positions in Q3 2024 and 4 closed out, a net change of -2 holders.
- The largest State Street SPDR Russell 1000 Momentum Focus ETF buyer in Q3 2024 was Citadel Advisors, an estimated $402K added.
- The largest State Street SPDR Russell 1000 Momentum Focus ETF seller in Q3 2024 was Alaska Permanent Fund, an estimated $30M sold.
Based on aggregated 13F filings for Q3 2024.