State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
38 hedge funds and large institutions have $540M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
36% more funds holding
Funds holding: 28 → 38 (+10)
7% more capital invested
Capital invested by funds: $503M → $540M (+$36.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.38% less ownership
Funds ownership: 91.03% → 90.65% (-0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
+$1.71M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.5M |
| 3 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
+$746K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$533K |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
+$410K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$1.23M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$239K |
| 3 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$118K |
| 4 |
BI
Berkeley Inc
Boise,
Idaho
|
-$73.7K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$66.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFSG
26
Newbridge Financial Services Group
Boca Raton,
Florida
| $269K | – | – | – |
|
|
AWA
27
Arete Wealth Advisors
Chicago,
Illinois
| $227K | +$218K | +1,996 | New |
|
|
RJFSA
28
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $213K | +$204K | +1,867 | New |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $116K | +$110K | +1,011 | +50,550% |
|
30
Morgan Stanley
New York
| $77K | +$73.5K | +673 | New |
|
31
Rockefeller Capital Management
New York
| $68K | – | – | – |
|
|
AF
32
Advisornet Financial
Minnetonka,
Minnesota
| $61K | -$4.92K | -45 | -8% |
|
|
AWM
33
Accel Wealth Management
Waverly,
Iowa
| $59K | +$56.3K | +515 | New |
|
|
CFD
34
Creative Financial Designs
Kokomo,
Indiana
| $22K | +$21.3K | +195 | New |
|
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | – | – | – |
|
|
JWM
36
Janiczek Wealth Management
Denver,
Colorado
| $3K | +$2.4K | +22 | New |
|
37
UBS Group
Zurich,
Switzerland
| $1K | +$765 | +7 | New |
|
|
APWA
38
Atlas Private Wealth Advisors
Matawan,
New Jersey
| – | -$118K | -1,144 | Closed |
|
ONEV Hedge Fund Activity: Q4 2021 in Review
38 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q4 2021, worth a combined $540M — up 7.2% from $503M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ONEV positions and 1 closed out — a net gain of 10 holders — while 16 added to existing stakes and 6 trimmed.
The largest buyer was Ameritas Investment Partners, adding an estimated $1.71M. The largest seller was Stratos Wealth Advisors, cutting an estimated $1.23M.
- 38 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q4 2021, up from 28 in Q3 2021.
- Funds reported $540M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q4 2021, up 7.2% quarter-over-quarter.
- 11 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q4 2021 and 1 closed out, a net change of +10 holders.
- The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q4 2021 was Ameritas Investment Partners, an estimated $1.71M added.
- The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q4 2021 was Stratos Wealth Advisors, an estimated $1.23M sold.
Based on aggregated 13F filings for Q4 2021.