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State Street SPDR Russell 1000 Low Volatility Focus ETF

28 hedge funds and large institutions have $430M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

17% more capital invested

Capital invested by funds: $369M → $430M (+$61.2M)

4% more funds holding

Funds holding: 2728 (+1)

1.32% more ownership

Funds ownership: 91.58%92.9% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
11
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$397M
AIP
2
Ameritas Investment Partners
Nebraska
$14.4M +$358K +4,216 +3%
SWA
3
Stratos Wealth Advisors
Ohio
$3.46M +$1.23M +14,449 +60%
RJA
4
Raymond James & Associates
Florida
$2.63M +$466K +5,490 +23%
BI
5
Berkeley Inc
Idaho
$2.38M +$2.26M +26,556 New
LPL Financial
6
LPL Financial
California
$1.94M +$9.43K +111 +0.5%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.3M -$1.02K -12 -0.1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.15M -$102K -1,196 -9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.12M +$16.2K +191 +2%
Citadel Advisors
10
Citadel Advisors
Florida
$681K +$644K +7,581 New
Goldman Sachs
11
Goldman Sachs
New York
$564K +$54K +636 +11%
TRCT
12
Tower Research Capital (TRC)
New York
$545K -$679K -7,994 -57%
FTS
13
Fifth Third Securities
Ohio
$478K -$1.87K -22 -0.4%
APA
14
American Portfolios Advisors
New York
$431K +$295K +3,477 +262%
WP
15
WealthPLAN Partners
Nebraska
$390K
EH
16
Equitable Holdings
New York
$331K
Osaic Holdings
17
Osaic Holdings
Arizona
$309K -$449K -5,292 -61%
NFG
18
Next Financial Group
Texas
$226K +$3.48K +41 +2%
NFSG
19
Newbridge Financial Services Group
Florida
$216K
PWS
20
Paragon Wealth Strategies
Florida
$212K +$201K +2,367 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$206K +$195K +2,297 New
Bank of America
22
Bank of America
North Carolina
$142K -$13.8K -163 -9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$130K -$42.5K -500 -26%
APWA
24
Atlas Private Wealth Advisors
New Jersey
$74K +$7.39K +87 +12%
AF
25
Advisornet Financial
Minnesota
$59K +$1.1K +13 +2%

ONEV Hedge Fund Activity: Q4 2020 in Review

28 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q4 2020, worth a combined $430M — up 17% from $369M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ONEV positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Stratos Wealth Advisors, adding an estimated $1.23M. The largest seller was Tower Research Capital (TRC), cutting an estimated $679K.

  • 28 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q4 2020, up from 27 in Q3 2020.
  • Funds reported $430M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q4 2020, up 17% quarter-over-quarter.
  • 4 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q4 2020 and 3 closed out, a net change of +1 holder.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q4 2020 was Stratos Wealth Advisors, an estimated $1.23M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q4 2020 was Tower Research Capital (TRC), an estimated $679K sold.

Based on aggregated 13F filings for Q4 2020.