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State Street SPDR Russell 1000 Low Volatility Focus ETF

28 hedge funds and large institutions have $477M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

11% more capital invested

Capital invested by funds: $430M → $477M (+$47.1M)

0.26% more ownership

Funds ownership: 92.9%93.15% (+0.26%)

0% more funds holding

Funds holding: 2828 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.49%
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
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$439M
AIP
2
Ameritas Investment Partners
Nebraska
$16.6M +$693K +7,354 +5%
SWA
3
Stratos Wealth Advisors
Ohio
$5.98M +$2.04M +21,673 +56%
BI
4
Berkeley Inc
Idaho
$2.51M -$123K -1,305 -5%
LPL Financial
5
LPL Financial
California
$2.5M +$336K +3,562 +17%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$1.36M -$75.1K -797 -5%
RJA
7
Raymond James & Associates
Florida
$1.21M -$1.61M -17,041 -58%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.17M -$67.9K -720 -6%
AIC
9
Ameritas Investment Company
Nebraska
$1.12M +$1.06M +11,230 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$676K -$569K -6,035 -47%
Citadel Advisors
11
Citadel Advisors
Florida
$660K -$88.3K -936 -12%
Goldman Sachs
12
Goldman Sachs
New York
$624K
Osaic Holdings
13
Osaic Holdings
Arizona
$568K +$215K +2,276 +66%
FTS
14
Fifth Third Securities
Ohio
$555K +$25K +265 +5%
APA
15
American Portfolios Advisors
New York
$480K +$2.55K +27 +0.6%
NFG
16
Next Financial Group
Texas
$374K +$117K +1,245 +49%
EH
17
Equitable Holdings
New York
$367K
TRCT
18
Tower Research Capital (TRC)
New York
$345K -$244K -2,592 -43%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$283K +$52.9K +561 +24%
NFSG
20
Newbridge Financial Services Group
Florida
$239K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$216K +$205K +2,173 New
Bank of America
22
Bank of America
North Carolina
$157K -$283 -3 -0.2%
APWA
23
Atlas Private Wealth Advisors
New Jersey
$112K +$28.9K +306 +37%
AF
24
Advisornet Financial
Minnesota
$69K +$2.92K +31 +5%
UBS Group
25
UBS Group
Switzerland
$22K +$9.81K +104 +91%

ONEV Hedge Fund Activity: Q1 2021 in Review

28 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q1 2021, worth a combined $477M — up 11% from $430M a quarter earlier.

Fund positioning in ONEV was balanced in Q1 2021: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 8 trimmed.

The largest buyer was Stratos Wealth Advisors, adding an estimated $2.04M. The largest seller was Raymond James & Associates, cutting an estimated $1.61M.

  • 28 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $477M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 4 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q1 2021 and 4 closed out, a net change of 0 holders.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q1 2021 was Stratos Wealth Advisors, an estimated $2.04M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q1 2021 was Raymond James & Associates, an estimated $1.61M sold.

Based on aggregated 13F filings for Q1 2021.