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State Street SPDR Russell 1000 Low Volatility Focus ETF

61 hedge funds and large institutions have $454M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

0.09% more ownership

Funds ownership: 84.62%84.71% (+0.09%)

2% less capital invested

Capital invested by funds: $463M → $454M (-$8.97M)

3% less funds holding

Funds holding: 6361 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
6
Increased
27
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$316M
LPL Financial
2
LPL Financial
California
$28.4M +$1.28M +11,726 +5%
AIP
3
Ameritas Investment Partners
Nebraska
$27.7M +$783K +7,190 +3%
SA
4
Scarborough Advisors
Maryland
$12.3M -$3.54M -32,467 -22%
WGCA
5
Wolf Group Capital Advisors
Virginia
$6.56M +$6.81M +62,572 New
AAS
6
Avantax Advisory Services
Texas
$5.35M +$1M +9,206 +22%
KWM
7
Kingsview Wealth Management
Oregon
$4.6M +$34.8K +320 +0.7%
BI
8
Berkeley Inc
Idaho
$3.53M +$275K +2,527 +8%
EH
9
Equitable Holdings
New York
$3.41M +$168K +1,539 +5%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$3.37M -$10K -92 -0.3%
PWM
11
Provident Wealth Management
Tennessee
$3.21M +$36.2K +332 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.61M -$270K -2,476 -9%
AFP
13
Ausdal Financial Partners
Iowa
$2.51M +$14.3K +131 +0.6%
TFGT
14
TS Financial Group (TSFG)
Illinois
$2.46M -$32.6K -299 -1%
Bank of America
15
Bank of America
North Carolina
$2.27M +$435K +3,998 +23%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$2.21M -$201K -1,846 -8%
SWA
17
Stratos Wealth Advisors
Ohio
$2.19M +$87.7K +805 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.16M -$191K -1,758 -8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.97M -$126K -1,156 -6%
GFWA
20
Grey Fox Wealth Advisors
Delaware
$1.79M +$33.2K +305 +2%
DAS
21
Dynamic Advisor Solutions
Arizona
$1.57M +$96.9K +890 +6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.44M -$151K -1,384 -9%
RJA
23
Raymond James & Associates
Florida
$1.29M -$13.9K -128 -1%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.25M +$42.2K +388 +3%
MFGM
25
Marshall Financial Group (Maryland)
Maryland
$1.24M -$50.1K -460 -4%

ONEV Hedge Fund Activity: Q3 2023 in Review

61 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q3 2023, worth a combined $454M — down 1.9% from $463M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ONEV and 6 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 27 added.

The largest buyer was Wolf Group Capital Advisors, opening a new position worth an estimated $6.81M. The largest seller was Scarborough Advisors, cutting an estimated $3.54M.

  • 61 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q3 2023, down from 63 in Q2 2023.
  • Funds reported $454M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q3 2023, down 1.9% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q3 2023 and 8 closed out, a net change of -2 holders.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q3 2023 was Wolf Group Capital Advisors, an estimated $6.81M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q3 2023 was Scarborough Advisors, an estimated $3.54M sold.

Based on aggregated 13F filings for Q3 2023.