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State Street SPDR Russell 1000 Low Volatility Focus ETF

63 hedge funds and large institutions have $463M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more capital invested

Capital invested by funds: $124M → $463M (+$339M)

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

63.17% more ownership

Funds ownership: 21.45%84.62% (+63%)

13% more funds holding

Funds holding: 5663 (+7)

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
27
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$327M +$316M +3,012,245 New
LPL Financial
2
LPL Financial
California
$28.1M +$3.06M +29,155 +13%
AIP
3
Ameritas Investment Partners
Nebraska
$27.9M +$875K +8,342 +3%
SA
4
Scarborough Advisors
Maryland
$16.2M +$602K +5,745 +4%
KWM
5
Kingsview Wealth Management
Oregon
$4.73M -$91.1K -869 -2%
AAS
6
Avantax Advisory Services
Texas
$4.54M +$1.16M +11,105 +36%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$3.5M -$81.4K -776 -2%
BI
8
Berkeley Inc
Idaho
$3.38M +$109K +1,040 +3%
EH
9
Equitable Holdings
New York
$3.36M +$224K +2,136 +7%
PWM
10
Provident Wealth Management
Tennessee
$3.29M -$120K -1,143 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.97M -$236K -2,255 -8%
AFP
12
Ausdal Financial Partners
Iowa
$2.58M +$109K +1,042 +5%
TFGT
13
TS Financial Group (TSFG)
Illinois
$2.58M -$109K -1,043 -4%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$2.49M +$276K +2,630 +13%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.43M +$815K +7,768 +53%
SWA
16
Stratos Wealth Advisors
Ohio
$2.18M -$1.21M -11,565 -37%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.16M -$16.9K -161 -0.8%
Bank of America
18
Bank of America
North Carolina
$1.91M +$234K +2,233 +14%
GFWA
19
Grey Fox Wealth Advisors
Delaware
$1.82M +$44.9K +428 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.64M +$128K +1,221 +9%
DAS
21
Dynamic Advisor Solutions
Arizona
$1.52M +$316K +3,016 +27%
RJA
22
Raymond James & Associates
Florida
$1.35M +$1.99K +19 +0.2%
MFGM
23
Marshall Financial Group (Maryland)
Maryland
$1.33M +$52.3K +499 +4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.25M +$61.8K +589 +5%
HAG
25
HF Advisory Group
Maryland
$1.12M -$8.49K -81 -0.8%

ONEV Hedge Fund Activity: Q2 2023 in Review

63 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q2 2023, worth a combined $463M — up 275% from $124M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ONEV positions and 4 closed out — a net gain of 8 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.06M. The largest seller was US Bancorp, cutting an estimated $1.37M.

  • 63 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q2 2023, up from 56 in Q1 2023.
  • Funds reported $463M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q2 2023, up 275% quarter-over-quarter.
  • 12 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q2 2023 and 4 closed out, a net change of +8 holders.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q2 2023 was LPL Financial, an estimated $3.06M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q2 2023 was US Bancorp, an estimated $1.37M sold.

Based on aggregated 13F filings for Q2 2023.