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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
TRCT
51
Tower Research Capital (TRC)
New York
$148K +$132K +1,232 +2,053%
GJIA
52
Glass Jacobson Investment Advisors
Maryland
$60.9K +$57K +532 New
UBS Group
53
UBS Group
Switzerland
$49.8K +$46.6K +435 New
US Bancorp
54
US Bancorp
Minnesota
$45.8K +$2.04K +19 +5%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$44K +$214 +2 +0.5%
PA
56
PSI Advisors
Florida
$36.8K +$322 +3 +0.9%
HGERS
57
Householder Group Estate & Retirement Specialist
Arizona
$36K +$214 +2 +0.6%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$28K -$14.5K -135 -35%
PS
59
Principal Securities
Iowa
$27.1K +$25.4K +237 New
VF
60
VitalStone Financial
Texas
$16K +$107 +1 +0.7%
CAS
61
Coppell Advisory Solutions
Texas
$14.9K +$13.9K +130 New
HWM
62
HighMark Wealth Management
Minnesota
$8.58K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$5.15K +$3.54K +33 +275%
JWM
64
Janiczek Wealth Management
Colorado
$2.74K
AssetMark Inc
65
AssetMark Inc
California
$2.29K -$106K -992 -98%
GRP
66
Global Retirement Partners
California
$2.27K
BTI
67
Blue Trust Inc
Georgia
$1K +$857 +8 New
Morgan Stanley
68
Morgan Stanley
New York
$290 +$214 +2 New
HI
69
Harbour Investments
Wisconsin
$124 +$107 +1 New
Wells Fargo
70
Wells Fargo
California
$104 +$107 +1 New
WGCA
71
Wolf Group Capital Advisors
Virginia
-$6.56M -62,572 Closed
MFGM
72
Marshall Financial Group (Maryland)
Maryland
-$1.24M -11,782 Closed
RAG
73
RIA Advisory Group
Iowa
-$261K -2,489 Closed
FCM
74
Family Capital Management
Michigan
-$211K -2,014 Closed
AFS
75
Annapolis Financial Services
Maryland
-$3.46K -33 Closed

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.