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State Street SPDR Russell 1000 Low Volatility Focus ETF

24 hedge funds and large institutions have $501M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $477M → $501M (+$23.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less ownership

Funds ownership: 93.15%92.15% (-1%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

14% less funds holding

Funds holding: 2824 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
24
Holders Change
-4
Holders Change %
-14.29%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
9
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$460M
AIP
2
Ameritas Investment Partners
Nebraska
$18M +$594K +5,711 +3%
LPL Financial
3
LPL Financial
California
$6.12M +$3.5M +33,688 +134%
SWA
4
Stratos Wealth Advisors
Ohio
$6.05M -$215K -2,067 -3%
BI
5
Berkeley Inc
Idaho
$2.61M -$18.4K -177 -0.7%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$1.29M -$137K -1,319 -10%
RJA
7
Raymond James & Associates
Florida
$1.27M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.07M -$152K -1,465 -12%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$674K -$34K -327 -5%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$629K +$629K +6,049 New
Osaic Holdings
11
Osaic Holdings
Arizona
$592K -$3.53K -34 -0.6%
APA
12
American Portfolios Advisors
New York
$514K +$11.4K +110 +2%
EH
13
Equitable Holdings
New York
$479K +$95.2K +916 +25%
NFG
14
Next Financial Group
Texas
$429K +$36.9K +355 +9%
TRCT
15
Tower Research Capital (TRC)
New York
$387K +$25.2K +242 +7%
Citadel Advisors
16
Citadel Advisors
Florida
$311K -$380K -3,654 -55%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$306K +$9.36K +90 +3%
NFSG
18
Newbridge Financial Services Group
Florida
$245K -$4.68K -45 -2%
APWA
19
Atlas Private Wealth Advisors
New Jersey
$124K +$6.86K +66 +6%
Bank of America
20
Bank of America
North Carolina
$99K -$65.9K -634 -40%
AF
21
Advisornet Financial
Minnesota
$69K -$3.22K -31 -4%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$62K +$62.3K +599 New
PWS
23
Paragon Wealth Strategies
Florida
$18K +$18.2K +175 New
HI
24
Harbour Investments
Wisconsin
$5K +$4.47K +43 +2,150%
AIC
25
Ameritas Investment Company
Nebraska
-$1.12M -11,230 Closed

ONEV Hedge Fund Activity: Q2 2021 in Review

24 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q2 2021, worth a combined $501M — up 5% from $477M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ONEV and 3 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 9 added.

The largest buyer was LPL Financial, adding an estimated $3.5M. The largest seller was Ameritas Investment Company, exiting entirely with an estimated $1.12M sold.

  • 24 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q2 2021, down from 28 in Q1 2021.
  • Funds reported $501M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q2 2021, up 5% quarter-over-quarter.
  • 3 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q2 2021 and 7 closed out, a net change of -4 holders.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q2 2021 was LPL Financial, an estimated $3.5M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q2 2021 was Ameritas Investment Company, an estimated $1.12M sold.

Based on aggregated 13F filings for Q2 2021.