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State Street SPDR Russell 1000 Low Volatility Focus ETF

56 hedge funds and large institutions have $124M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

13% less funds holding

Funds holding: 6456 (-8)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

64.04% less ownership

Funds ownership: 85.49%21.45% (-64%)

86% less capital invested

Capital invested by funds: $873M → $124M (-$749M)

Holders
56
Holders Change
-8
Holders Change %
-12.5%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
22
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1
Ameritas Investment Partners
Nebraska
$26.3M +$1.27M +12,024 +5%
LPL Financial
2
LPL Financial
California
$24.3M +$3.49M +32,878 +17%
SA
3
Scarborough Advisors
Maryland
$15.2M +$463K +4,363 +3%
KWM
4
Kingsview Wealth Management
Oregon
$4.69M -$35.1K -331 -0.7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.48M -$7.19M -67,774 -67%
SWA
6
Stratos Wealth Advisors
Ohio
$3.34M -$4.88K -46 -0.1%
PWM
7
Provident Wealth Management
Tennessee
$3.32M -$50.8K -479 -2%
AAS
8
Avantax Advisory Services
Texas
$3.25M +$2.91M +27,405 +820%
BI
9
Berkeley Inc
Idaho
$3.17M +$341K +3,217 +12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.12M -$90.3K -852 -3%
EH
11
Equitable Holdings
New York
$3.04M +$426K +4,014 +16%
TFGT
12
TS Financial Group (TSFG)
Illinois
$2.62M -$53K -500 -2%
AFP
13
Ausdal Financial Partners
Iowa
$2.4M +$171K +1,614 +8%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$2.15M -$58.8K -555 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.12M +$1.51M +14,225 +243%
GFWA
16
Grey Fox Wealth Advisors
Delaware
$1.73M +$1.23M +11,562 +242%
Bank of America
17
Bank of America
North Carolina
$1.63M +$515K +4,861 +46%
US Bancorp
18
US Bancorp
Minnesota
$1.55M -$120K -1,134 -7%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.54M +$130K +1,222 +9%
RJA
20
Raymond James & Associates
Florida
$1.31M +$335K +3,161 +34%
MFGM
21
Marshall Financial Group (Maryland)
Maryland
$1.24M +$10.6K +100 +0.9%
DAS
22
Dynamic Advisor Solutions
Arizona
$1.16M +$594K +5,605 +103%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.16M -$10.6K -100 -0.9%
HAG
24
HF Advisory Group
Maryland
$1.1M -$26.1K -246 -2%
CAN
25
Cetera Advisor Networks
California
$941K -$65K -613 -6%

ONEV Hedge Fund Activity: Q1 2023 in Review

56 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q1 2023, worth a combined $124M — down 86% from $873M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ONEV and 5 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 22 added.

The largest buyer was LPL Financial, adding an estimated $3.49M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $7.19M.

  • 56 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q1 2023, down from 64 in Q4 2022.
  • Funds reported $124M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q1 2023, down 86% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q1 2023 and 11 closed out, a net change of -6 holders.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q1 2023 was LPL Financial, an estimated $3.49M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $7.19M sold.

Based on aggregated 13F filings for Q1 2023.