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State Street SPDR Russell 1000 Low Volatility Focus ETF

70 hedge funds and large institutions have $492M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

15% more funds holding

Funds holding: 6170 (+9)

8% more capital invested

Capital invested by funds: $454M → $492M (+$37.8M)

2.7% less ownership

Funds ownership: 84.71%82.01% (-2.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
28
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
26
HF Advisory Group
Maryland
$1.14M +$53.4K +498 +5%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.08M +$4.29K +40 +0.4%
SWA
28
SOA Wealth Advisors
New York
$880K +$307K +2,862 +59%
AAS
29
Ameritas Advisory Services
Nebraska
$866K +$71.4K +666 +10%
LNC
30
Lincoln National Corp
Pennsylvania
$863K +$808K +7,537 New
WIP
31
WealthCare Investment Partners
Rhode Island
$802K -$48.9K -456 -6%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$748K -$579K -5,403 -45%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$580K -$14.8K -138 -3%
PSF
34
Pacific Sun Financial
California
$548K +$3.21K +30 +0.6%
Citadel Advisors
35
Citadel Advisors
Florida
$454K +$425K +3,966 New
WAM
36
WFA Asset Management
Wisconsin
$446K +$70.2K +655 +20%
AWS
37
Atria Wealth Solutions
New York
$433K +$28.6K +267 +8%
CAN
38
Cetera Advisor Networks
California
$428K -$10.4K -97 -3%
AWA
39
Arete Wealth Advisors
Illinois
$417K +$391K +3,644 New
GFWA
40
Grey Fox Wealth Advisors
Delaware
$393K -$1.46M -13,637 -80%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$391K -$369K -3,444 -50%
FHA
42
Flagship Harbor Advisors
Massachusetts
$330K +$1.61K +15 +0.5%
BRWA
43
B. Riley Wealth Advisors
Florida
$317K +$14.3K +133 +5%
Mariner
44
Mariner
Kansas
$293K +$275K +2,564 New
PA
45
PFG Advisors
Arizona
$288K -$643 -6 -0.2%
CFD
46
Creative Financial Designs
Indiana
$250K +$144K +1,345 +160%
WEG
47
World Equity Group
Illinois
$229K
NFSG
48
Newbridge Financial Services Group
Florida
$199K -$67K -625 -26%
GWM
49
Geneos Wealth Management
Colorado
$163K +$153K +1,423 New
Comerica Bank
50
Comerica Bank
Texas
$149K +$140K +1,303 New

ONEV Hedge Fund Activity: Q4 2023 in Review

70 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q4 2023, worth a combined $492M — up 8.3% from $454M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ONEV positions and 5 closed out — a net gain of 10 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.05M. The largest seller was Wolf Group Capital Advisors, exiting entirely with an estimated $6.56M sold.

  • 70 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q4 2023, up from 61 in Q3 2023.
  • Funds reported $492M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q4 2023, up 8.3% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q4 2023 and 5 closed out, a net change of +10 holders.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q4 2023 was LPL Financial, an estimated $3.05M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q4 2023 was Wolf Group Capital Advisors, an estimated $6.56M sold.

Based on aggregated 13F filings for Q4 2023.