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State Street SPDR Russell 1000 Low Volatility Focus ETF

61 hedge funds and large institutions have $454M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

0.09% more ownership

Funds ownership: 84.62%84.71% (+0.09%)

2% less capital invested

Capital invested by funds: $463M → $454M (-$8.97M)

3% less funds holding

Funds holding: 6361 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
6
Increased
27
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
Fermata Advisors
California
$1.17M +$1.21M +11,114 New
FFL
27
Financial Freedom LLC
Ohio
$1.15M +$149K +1,369 +14%
HAG
28
HF Advisory Group
Maryland
$988K -$96.1K -883 -9%
MML Investors Services
29
MML Investors Services
Massachusetts
$987K -$19.2K -176 -2%
WIP
30
WealthCare Investment Partners
Rhode Island
$775K -$34.5K -317 -4%
AAS
31
Ameritas Advisory Services
Nebraska
$722K +$750K +6,888 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$719K +$8.93K +82 +1%
SWP
33
Stratos Wealth Partners
Ohio
$651K +$150K +1,378 +29%
AC
34
Avant Capital
Louisiana
$627K +$82.2K +755 +14%
FPAS
35
Focus Partners Advisor Solutions
Missouri
$546K +$109 +1 +0%
SWA
36
SOA Wealth Advisors
New York
$506K +$19.3K +177 +4%
PSF
37
Pacific Sun Financial
California
$499K -$1.96K -18 -0.4%
CAN
38
Cetera Advisor Networks
California
$403K -$547K -5,019 -57%
AWS
39
Atria Wealth Solutions
New York
$369K -$26.6K -244 -6%
WAM
40
WFA Asset Management
Wisconsin
$340K +$132K +1,209 +59%
FHA
41
Flagship Harbor Advisors
Massachusetts
$301K +$1.31K +12 +0.4%
BRWA
42
B. Riley Wealth Advisors
Florida
$276K +$67.1K +616 +31%
PA
43
PFG Advisors
Arizona
$265K -$23.8K -219 -8%
RAG
44
RIA Advisory Group
Iowa
$261K +$17.6K +162 +7%
NFSG
45
Newbridge Financial Services Group
Florida
$248K
FCM
46
Family Capital Management
Michigan
$211K -$36.3K -333 -14%
WEG
47
World Equity Group
Illinois
$210K +$218K +2,005 New
AssetMark Inc
48
AssetMark Inc
California
$106K +$108K +991 +4,719%
CFD
49
Creative Financial Designs
Indiana
$88K +$327 +3 +0.4%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$40K -$4.25K -39 -9%

ONEV Hedge Fund Activity: Q3 2023 in Review

61 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q3 2023, worth a combined $454M — down 1.9% from $463M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ONEV and 6 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 27 added.

The largest buyer was Wolf Group Capital Advisors, opening a new position worth an estimated $6.81M. The largest seller was Scarborough Advisors, cutting an estimated $3.54M.

  • 61 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q3 2023, down from 63 in Q2 2023.
  • Funds reported $454M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q3 2023, down 1.9% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q3 2023 and 8 closed out, a net change of -2 holders.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q3 2023 was Wolf Group Capital Advisors, an estimated $6.81M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q3 2023 was Scarborough Advisors, an estimated $3.54M sold.

Based on aggregated 13F filings for Q3 2023.