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State Street SPDR Russell 1000 Low Volatility Focus ETF

30 hedge funds and large institutions have $368M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more capital invested

Capital invested by funds: $55.8M → $368M (+$312M)

85.4% more ownership

Funds ownership: 9.39%94.79% (+85%)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

3% less funds holding

Funds holding: 3130 (-1)

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
8
Reduced
7
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$349M +$443M +5,615,674 New
AIP
2
Ameritas Investment Partners
Nebraska
$8.75M +$11.1M +140,680 New
RJA
3
Raymond James & Associates
Florida
$1.22M +$1.55M +19,663 New
TRCT
4
Tower Research Capital (TRC)
New York
$982K +$830K +10,518 +200%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$961K -$413K -5,227 -25%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$740K +$230K +2,919 +33%
LPL Financial
7
LPL Financial
California
$707K +$1.97K +25 +0.2%
Osaic Holdings
8
Osaic Holdings
Arizona
$659K +$2.07M +26,266 New
SWA
9
Stratos Wealth Advisors
Ohio
$632K -$1.34M -16,918 -62%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$566K +$203K +2,576 +39%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$509K -$507K -6,427 -44%
EH
12
Equitable Holdings
New York
$412K -$186K -2,356 -26%
Goldman Sachs
13
Goldman Sachs
New York
$352K +$446K +5,650 New
WP
14
WealthPLAN Partners
Nebraska
$328K +$392K +4,966 New
IA
15
IFP Advisors
Florida
$293K +$348K +4,403 +2,158%
Jane Street
16
Jane Street
New York
$240K +$305K +3,862 New
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$237K -$341K -4,325 -53%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$201K +$47.5K +601 +23%
FEG
19
Financial Enhancement Group
Indiana
$145K -$6.5M -82,330 -97%
Bank of America
20
Bank of America
North Carolina
$95K +$3.87K +49 +3%
MWM
21
MBE Wealth Management
Wisconsin
$78K +$99.2K +1,257 New
CAN
22
Claraphi Advisory Network
United States
$41K +$52.1K +660 New
AF
23
Advisornet Financial
Minnesota
$40K
NFG
24
Next Financial Group
Texas
$37K +$20.5K +260 +80%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$10K -$5.92K -75 -31%

ONEV Hedge Fund Activity: Q1 2020 in Review

30 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q1 2020, worth a combined $368M — up 559% from $55.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ONEV positions and 11 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Ameritas Investment Partners, opening a new position worth an estimated $11.1M. The largest seller was Stadion Money Management, exiting entirely with an estimated $32.8M sold.

  • 30 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q1 2020, down from 31 in Q4 2019.
  • Funds reported $368M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q1 2020, up 559% quarter-over-quarter.
  • 12 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q1 2020 and 11 closed out, a net change of +1 holder.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q1 2020 was Ameritas Investment Partners, an estimated $11.1M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q1 2020 was Stadion Money Management, an estimated $32.8M sold.

Based on aggregated 13F filings for Q1 2020.