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State Street SPDR Russell 1000 Low Volatility Focus ETF

64 hedge funds and large institutions have $873M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

90% more capital invested

Capital invested by funds: $460M → $873M (+$413M)

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

14% more funds holding

Funds holding: 5664 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.06% less ownership

Funds ownership: 86.54%85.49% (-1.1%)

Holders
64
Holders Change
+8
Holders Change %
+14.29%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
25
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$395M -$1.32K -13 -0.3%
APF
2
Alaska Permanent Fund
Alaska
$359M -$47M -463,340 -12%
AIP
3
Ameritas Investment Partners
Nebraska
$24.4M +$870K +8,576 +4%
LPL Financial
4
LPL Financial
California
$20.3M +$5.46M +53,871 +38%
SA
5
Scarborough Advisors
Maryland
$14.4M +$1.02M +10,088 +8%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$10.4M +$565K +5,573 +6%
KWM
7
Kingsview Wealth Management
Oregon
$4.61M -$507K -4,999 -10%
PWM
8
Provident Wealth Management
Tennessee
$3.29M -$158K -1,560 -5%
SWA
9
Stratos Wealth Advisors
Ohio
$3.26M -$203 -2 -0%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.13M +$785K +7,746 +34%
BI
11
Berkeley Inc
Idaho
$2.76M +$97.1K +958 +4%
TFGT
12
TS Financial Group (TSFG)
Illinois
$2.61M +$2.57M +25,310 New
EH
13
Equitable Holdings
New York
$2.55M -$66.5K -656 -3%
AFP
14
Ausdal Financial Partners
Iowa
$2.17M +$215K +2,122 +11%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$2.15M +$152K +1,500 +8%
US Bancorp
16
US Bancorp
Minnesota
$1.62M +$217K +2,143 +16%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.4M +$231K +2,275 +20%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.37M +$517K +5,102 +62%
MFGM
19
Marshall Financial Group (Maryland)
Maryland
$1.2M +$332K +3,271 +39%
FA
20
Fermata Advisors
California
$1.18M -$11.5K -113 -1%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.14M +$92K +907 +9%
HAG
22
HF Advisory Group
Maryland
$1.09M +$1.08M +10,632 New
Bank of America
23
Bank of America
North Carolina
$1.09M +$130K +1,281 +14%
CAN
24
Cetera Advisor Networks
California
$980K -$140K -1,377 -13%
RJA
25
Raymond James & Associates
Florida
$950K -$411K -4,049 -30%

ONEV Hedge Fund Activity: Q4 2022 in Review

64 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q4 2022, worth a combined $873M — up 90% from $460M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ONEV positions and 5 closed out — a net gain of 9 holders — while 25 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.46M. The largest seller was Alaska Permanent Fund, cutting an estimated $47M.

  • 64 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q4 2022, up from 56 in Q3 2022.
  • Funds reported $873M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q4 2022, up 90% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q4 2022 and 5 closed out, a net change of +9 holders.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q4 2022 was LPL Financial, an estimated $5.46M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q4 2022 was Alaska Permanent Fund, an estimated $47M sold.

Based on aggregated 13F filings for Q4 2022.