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State Street SPDR Russell 1000 Low Volatility Focus ETF

70 hedge funds and large institutions have $540M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $492M → $540M (+$48.2M)

0% more funds holding

Funds holding: 7070 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

1.19% less ownership

Funds ownership: 82.01%80.82% (-1.2%)

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
27
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$1.14M +$193K +1,646 +22%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.12M -$46.3K -396 -4%
LNC
28
Lincoln National Corp
Pennsylvania
$1.09M +$148K +1,265 +17%
SWA
29
SOA Wealth Advisors
New York
$1.01M +$56.3K +481 +6%
FTS
30
Fifth Third Securities
Ohio
$960K +$904K +7,731 New
Citadel Advisors
31
Citadel Advisors
Florida
$808K +$297K +2,538 +64%
CFD
32
Creative Financial Designs
Indiana
$637K +$345K +2,946 +135%
RJA
33
Raymond James & Associates
Florida
$636K -$814K -6,956 -58%
FPAS
34
Focus Partners Advisor Solutions
Missouri
$609K -$19.5K -167 -3%
PSF
35
Pacific Sun Financial
California
$576K -$17.5K -150 -3%
WIP
36
WealthCare Investment Partners
Rhode Island
$563K -$290K -2,483 -35%
RJT
37
Raymond James Trust
Florida
$539K +$508K +4,341 New
WAM
38
WFA Asset Management
Wisconsin
$511K +$26K +222 +6%
AWS
39
Atria Wealth Solutions
New York
$473K +$3.16K +27 +0.7%
CA
40
Cetera Advisors
Colorado
$447K +$421K +3,600 New
GFWA
41
Grey Fox Wealth Advisors
Delaware
$418K -$8.19K -70 -2%
CAN
42
Cetera Advisor Networks
California
$417K -$45.3K -387 -10%
FA
43
Fermata Advisors
California
$388K -$895K -7,649 -71%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$347K -$72.9K -623 -18%
FHA
45
Flagship Harbor Advisors
Massachusetts
$341K -$15.9K -136 -5%
RAG
46
RIA Advisory Group
Iowa
$332K +$313K +2,675 New
Mariner
47
Mariner
Kansas
$311K -$7.02K -60 -2%
PA
48
PFG Advisors
Arizona
$309K -$4.21K -36 -1%
BRWA
49
B. Riley Wealth Advisors
Florida
$276K -$15.6K -133 -5%
NFSG
50
Newbridge Financial Services Group
Florida
$215K

ONEV Hedge Fund Activity: Q1 2024 in Review

70 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q1 2024, worth a combined $540M — up 9.8% from $492M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ONEV positions and 5 closed out — a net gain of 1 holder — while 27 added to existing stakes and 28 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $2.75M. The largest seller was Fermata Advisors, cutting an estimated $895K.

  • 70 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $540M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q1 2024, up 9.8% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q1 2024 and 5 closed out, a net change of +1 holder.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q1 2024 was Avantax Advisory Services, an estimated $2.75M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q1 2024 was Fermata Advisors, an estimated $895K sold.

Based on aggregated 13F filings for Q1 2024.