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State Street SPDR Russell 1000 Low Volatility Focus ETF

27 hedge funds and large institutions have $369M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

14.99% more ownership

Funds ownership: 76.59%91.58% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

4% less funds holding

Funds holding: 2827 (-1)

16% less capital invested

Capital invested by funds: $441M → $369M (-$71.4M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$344M -$92.7M -1,193,811 -21%
AIP
2
Ameritas Investment Partners
Nebraska
$12.1M +$667K +8,595 +6%
SWA
3
Stratos Wealth Advisors
Ohio
$1.87M +$986K +12,705 +112%
RJA
4
Raymond James & Associates
Florida
$1.85M -$155K -1,999 -8%
LPL Financial
5
LPL Financial
California
$1.67M +$537K +6,921 +48%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$1.13M +$104K +1,338 +10%
TRCT
7
Tower Research Capital (TRC)
New York
$1.09M -$30.1K -388 -3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.09M -$44.3K -570 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$954K +$166K +2,144 +21%
Osaic Holdings
10
Osaic Holdings
Arizona
$680K -$49.9K -643 -7%
Goldman Sachs
11
Goldman Sachs
New York
$440K
FTS
12
Fifth Third Securities
Ohio
$415K +$120K +1,540 +41%
WP
13
WealthPLAN Partners
Nebraska
$359K
EH
14
Equitable Holdings
New York
$287K -$21K -270 -7%
CC
15
Courier Capital
New York
$204K +$191K +2,465 New
NFG
16
Next Financial Group
Texas
$193K +$192K +2,479 New
NFSG
17
Newbridge Financial Services Group
Florida
$187K +$187K +2,405 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$152K -$2.94M -37,874 -95%
Bank of America
19
Bank of America
North Carolina
$136K +$14.2K +183 +12%
APA
20
American Portfolios Advisors
New York
$103K +$25K +322 +32%
APWA
21
Atlas Private Wealth Advisors
New Jersey
$57K +$11.8K +152 +26%
AF
22
Advisornet Financial
Minnesota
$50K
FEG
23
Financial Enhancement Group
Indiana
$12K -$18.3K -236 -61%
FCH
24
Freestone Capital Holdings
Washington
$8.38K +$8.38K +108 New
UBS Group
25
UBS Group
Switzerland
$8K -$96K -1,236 -92%

ONEV Hedge Fund Activity: Q3 2020 in Review

27 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q3 2020, worth a combined $369M — down 16% from $441M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ONEV and 5 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.

The largest buyer was Stratos Wealth Advisors, adding an estimated $986K. The largest seller was Alaska Permanent Fund, cutting an estimated $92.7M.

  • 27 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q3 2020, down from 28 in Q2 2020.
  • Funds reported $369M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q3 2020, down 16% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q3 2020 and 6 closed out, a net change of -1 holder.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q3 2020 was Stratos Wealth Advisors, an estimated $986K added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q3 2020 was Alaska Permanent Fund, an estimated $92.7M sold.

Based on aggregated 13F filings for Q3 2020.