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State Street SPDR Russell 1000 Low Volatility Focus ETF

70 hedge funds and large institutions have $492M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

15% more funds holding

Funds holding: 6170 (+9)

8% more capital invested

Capital invested by funds: $454M → $492M (+$37.8M)

2.7% less ownership

Funds ownership: 84.71%82.01% (-2.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
28
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$345M
LPL Financial
2
LPL Financial
California
$34.3M +$3.05M +28,446 +11%
AIP
3
Ameritas Investment Partners
Nebraska
$30.9M +$645K +6,019 +2%
SA
4
Scarborough Advisors
Maryland
$12.9M -$475K -4,429 -4%
AAS
5
Avantax Advisory Services
Texas
$7.12M +$1.2M +11,173 +22%
KWM
6
Kingsview Wealth Management
Oregon
$4.99M -$31.4K -293 -0.7%
BI
7
Berkeley Inc
Idaho
$4M +$142K +1,326 +4%
EH
8
Equitable Holdings
New York
$3.77M +$43.1K +402 +1%
PWM
9
Provident Wealth Management
Tennessee
$3.53M +$23.5K +219 +0.7%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$3.21M -$440K -4,107 -13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.82M -$25.5K -238 -1%
AFP
12
Ausdal Financial Partners
Iowa
$2.79M +$53.3K +497 +2%
Bank of America
13
Bank of America
North Carolina
$2.61M +$129K +1,202 +6%
DAS
14
Dynamic Advisor Solutions
Arizona
$2.4M +$666K +6,211 +42%
SWA
15
Stratos Wealth Advisors
Ohio
$2.33M -$52.1K -486 -2%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$2.27M -$138K -1,284 -6%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.14M -$201K -1,877 -9%
TFGT
18
TS Financial Group (TSFG)
Illinois
$1.91M -$730K -6,813 -29%
SWP
19
Stratos Wealth Partners
Ohio
$1.62M +$849K +7,918 +128%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.51M -$53.7K -501 -4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.49M +$1.4M +13,064 New
RJA
22
Raymond James & Associates
Florida
$1.38M -$21.6K -202 -2%
FFL
23
Financial Freedom LLC
Ohio
$1.31M +$52K +485 +4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.3M -$796K -7,424 -40%
FA
25
Fermata Advisors
California
$1.23M -$36.2K -338 -3%

ONEV Hedge Fund Activity: Q4 2023 in Review

70 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q4 2023, worth a combined $492M — up 8.3% from $454M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ONEV positions and 5 closed out — a net gain of 10 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.05M. The largest seller was Wolf Group Capital Advisors, exiting entirely with an estimated $6.56M sold.

  • 70 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q4 2023, up from 61 in Q3 2023.
  • Funds reported $492M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q4 2023, up 8.3% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q4 2023 and 5 closed out, a net change of +10 holders.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q4 2023 was LPL Financial, an estimated $3.05M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q4 2023 was Wolf Group Capital Advisors, an estimated $6.56M sold.

Based on aggregated 13F filings for Q4 2023.