State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
28 hedge funds and large institutions have $477M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
11% more capital invested
Capital invested by funds: $430M → $477M (+$47.1M)
0.26% more ownership
Funds ownership: 92.9% → 93.15% (+0.26%)
0% more funds holding
Funds holding: 28 → 28 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$2.04M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$1.06M |
| 3 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
+$693K |
| 4 |
LPL Financial
San Diego,
California
|
+$336K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$215K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.61M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$569K |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$390K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$244K |
| 5 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
26
Sowell Financial Services
North Little Rock,
Arkansas
| $8K | – | – | – |
|
|
WP
27
WealthPLAN Partners
Omaha,
Nebraska
| – | -$390K | -4,247 | Closed |
|
|
PWS
28
Paragon Wealth Strategies
Jacksonville,
Florida
| – | -$212K | -2,367 | Closed |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$130K | -1,450 | Closed |
|
|
FCH
30
Freestone Capital Holdings
Seattle,
Washington
| – | -$9.74K | -108 | Closed |
|
31
Wells Fargo
San Francisco,
California
| – | +$94 | +1 | New |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| – | +$189 | +2 | New |
|
ONEV Hedge Fund Activity: Q1 2021 in Review
28 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q1 2021, worth a combined $477M — up 11% from $430M a quarter earlier.
Fund positioning in ONEV was balanced in Q1 2021: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 8 trimmed.
The largest buyer was Stratos Wealth Advisors, adding an estimated $2.04M. The largest seller was Raymond James & Associates, cutting an estimated $1.61M.
- 28 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $477M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q1 2021, up 11% quarter-over-quarter.
- 4 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q1 2021 and 4 closed out, a net change of 0 holders.
- The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q1 2021 was Stratos Wealth Advisors, an estimated $2.04M added.
- The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q1 2021 was Raymond James & Associates, an estimated $1.61M sold.
Based on aggregated 13F filings for Q1 2021.