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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
NA
51
NewEdge Advisors
Louisiana
$211K +$199K +1,700 New
TRCT
52
Tower Research Capital (TRC)
New York
$183K +$21.2K +181 +14%
Comerica Bank
53
Comerica Bank
Texas
$162K
Fidelity Investments
54
Fidelity Investments
Massachusetts
$94.4K +$83.7K +715 +1,589%
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$90.4K +$22.9K +196 +37%
GWM
56
Geneos Wealth Management
Colorado
$56.4K -$113K -969 -68%
US Bancorp
57
US Bancorp
Minnesota
$51.5K +$1.75K +15 +4%
AA
58
Ancora Advisors
Ohio
$49.7K +$46.8K +400 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$45K -$3.16K -27 -7%
HGERS
60
Householder Group Estate & Retirement Specialist
Arizona
$40K +$117 +1 +0.3%
PA
61
PSI Advisors
Florida
$40K +$117 +1 +0.3%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$31K
PS
63
Principal Securities
Iowa
$29.5K +$117 +1 +0.4%
VF
64
VitalStone Financial
Texas
$11K -$5.85K -50 -35%
HWM
65
HighMark Wealth Management
Minnesota
$9.31K
JWM
66
Janiczek Wealth Management
Colorado
$2.99K
GRP
67
Global Retirement Partners
California
$2.48K
HI
68
Harbour Investments
Wisconsin
$135
Morgan Stanley
69
Morgan Stanley
New York
$131 -$117 -1 -50%
Wells Fargo
70
Wells Fargo
California
$111
AWA
71
Arete Wealth Advisors
Illinois
-$417K -3,644 Closed
WEG
72
World Equity Group
Illinois
-$229K -2,005 Closed
UBS Group
73
UBS Group
Switzerland
-$49.8K -435 Closed
AssetMark Inc
74
AssetMark Inc
California
-$2.29K -20 Closed
BTI
75
Blue Trust Inc
Georgia
-$1K -8 Closed

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.