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State Street SPDR Russell 1000 Low Volatility Focus ETF

31 hedge funds and large institutions have $55.8M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

15% more funds holding

Funds holding: 2731 (+4)

4% more capital invested

Capital invested by funds: $53.7M → $55.8M (+$2.02M)

0.2% less ownership

Funds ownership: 9.59%9.39% (-0.2%)

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$32.8M -$2.61M -31,113 -8%
FEG
2
Financial Enhancement Group
Indiana
$7.29M +$32.1K +383 +0.5%
SWA
3
Stratos Wealth Advisors
Ohio
$2.33M +$27.8K +332 +1%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.14M +$1.26M +15,038 +135%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.78M +$274K +3,277 +19%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.26M +$1.22M +14,605 New
LPL Financial
7
LPL Financial
California
$977K +$619K +7,386 +187%
UWM
8
USAdvisors Wealth Management
Minnesota
$852K -$23.7K -283 -3%
EH
9
Equitable Holdings
New York
$774K +$752K +8,984 New
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$773K +$174K +2,081 +30%
SPC
11
Sigma Planning Corp
Michigan
$757K +$10.6K +127 +1%
SFWA
12
Summit Financial Wealth Advisors
Louisiana
$695K -$255K -3,045 -27%
MA
13
MONECO Advisors
Connecticut
$571K +$148K +1,765 +37%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$562K +$90.9K +1,085 +20%
TRCT
15
Tower Research Capital (TRC)
New York
$453K -$193K -2,308 -31%
UCFA
16
United Capital Financial Advisors
Texas
$397K +$43.5K +519 +13%
CA
17
Crumly & Associates
Illinois
$299K +$291K +3,477 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$227K +$221K +2,637 New
AIP
19
Almanack Investment Partners
Pennsylvania
$203K +$197K +2,353 New
PA
20
PSI Advisors
Florida
$154K +$150K +1,796 New
IFWM
21
Institute for Wealth Management
Colorado
$146K +$142K +1,697 New
Bank of America
22
Bank of America
North Carolina
$128K -$167 -2 -0.1%
AG
23
Advisor Group
Arizona
$62K +$59.8K +714 New
AF
24
Advisornet Financial
Minnesota
$56K +$1.34K +16 +3%
NFG
25
Next Financial Group
Texas
$28K +$22.3K +266 +436%

ONEV Hedge Fund Activity: Q4 2019 in Review

31 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q4 2019, worth a combined $55.8M — up 3.8% from $53.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ONEV positions and 6 closed out — a net gain of 4 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $1.26M. The largest seller was Stadion Money Management, cutting an estimated $2.61M.

  • 31 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q4 2019, up from 27 in Q3 2019.
  • Funds reported $55.8M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q4 2019, up 3.8% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q4 2019 and 6 closed out, a net change of +4 holders.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $1.26M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q4 2019 was Stadion Money Management, an estimated $2.61M sold.

Based on aggregated 13F filings for Q4 2019.