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State Street SPDR Russell 1000 Low Volatility Focus ETF

56 hedge funds and large institutions have $124M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

13% less funds holding

Funds holding: 6456 (-8)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

64.04% less ownership

Funds ownership: 85.49%21.45% (-64%)

86% less capital invested

Capital invested by funds: $873M → $124M (-$749M)

Holders
56
Holders Change
-8
Holders Change %
-12.5%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
22
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$924K -$47.7K -450 -5%
FFL
27
Financial Freedom LLC
Ohio
$918K +$319K +3,008 +53%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$772K -$96.9K -914 -11%
WIP
29
WealthCare Investment Partners
Rhode Island
$763K +$15.9K +150 +2%
AAS
30
Ameritas Advisory Services
Nebraska
$688K -$46.3K -437 -6%
AC
31
Avant Capital
Louisiana
$544K +$154K +1,453 +39%
SWP
32
Stratos Wealth Partners
Ohio
$503K -$280K -2,645 -36%
AWS
33
Atria Wealth Solutions
New York
$398K
AWA
34
Arete Wealth Advisors
Illinois
$393K -$12.6K -119 -3%
SWA
35
SOA Wealth Advisors
New York
$287K +$128K +1,210 +80%
FCM
36
Family Capital Management
Michigan
$263K -$33.8K -319 -11%
NFSG
37
Newbridge Financial Services Group
Florida
$249K
RAG
38
RIA Advisory Group
Iowa
$246K +$247K +2,327 New
BA
39
Bellwether Advisors
Nebraska
$146K
WP
40
WealthPLAN Partners
Nebraska
$106K +$106K +1,000 New
WAM
41
WFA Asset Management
Wisconsin
$102K +$84K +792 +463%
TRCT
42
Tower Research Capital (TRC)
New York
$96K -$13.4K -126 -12%
CFD
43
Creative Financial Designs
Indiana
$81K -$6.25K -59 -7%
Morgan Stanley
44
Morgan Stanley
New York
$71.1K
AWM
45
Accel Wealth Management
Iowa
$58.4K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$47K -$6.68K -63 -12%
HGERS
47
Householder Group Estate & Retirement Specialist
Arizona
$33K +$33.6K +317 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$25K +$19.6K +185 +330%
PA
49
PSI Advisors
Florida
$22.9K +$2.76K +26 +14%
HWM
50
HighMark Wealth Management
Minnesota
$7.92K +$7.95K +75 New

ONEV Hedge Fund Activity: Q1 2023 in Review

56 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q1 2023, worth a combined $124M — down 86% from $873M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ONEV and 5 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 22 added.

The largest buyer was LPL Financial, adding an estimated $3.49M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $7.19M.

  • 56 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q1 2023, down from 64 in Q4 2022.
  • Funds reported $124M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q1 2023, down 86% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q1 2023 and 11 closed out, a net change of -6 holders.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q1 2023 was LPL Financial, an estimated $3.49M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $7.19M sold.

Based on aggregated 13F filings for Q1 2023.