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State Street SPDR Russell 1000 Low Volatility Focus ETF

70 hedge funds and large institutions have $540M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $492M → $540M (+$48.2M)

0% more funds holding

Funds holding: 7070 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

1.19% less ownership

Funds ownership: 82.01%80.82% (-1.2%)

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
27
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$374M
LPL Financial
2
LPL Financial
California
$37.1M -$57.6K -492 -0.2%
AIP
3
Ameritas Investment Partners
Nebraska
$35.5M +$1.85M +15,779 +6%
SA
4
Scarborough Advisors
Maryland
$14M +$24.2K +207 +0.2%
AAS
5
Avantax Advisory Services
Texas
$10.7M +$2.75M +23,546 +38%
KWM
6
Kingsview Wealth Management
Oregon
$5.4M -$15.2K -130 -0.3%
BI
7
Berkeley Inc
Idaho
$4.46M +$111K +949 +3%
EH
8
Equitable Holdings
New York
$4.14M +$47.7K +408 +1%
PWM
9
Provident Wealth Management
Tennessee
$3.84M +$10.9K +93 +0.3%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$3.39M -$87.4K -747 -3%
Bank of America
11
Bank of America
North Carolina
$3.36M +$491K +4,199 +18%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.03M -$22.5K -192 -0.8%
AFP
13
Ausdal Financial Partners
Iowa
$3.01M -$22.1K -189 -0.8%
DAS
14
Dynamic Advisor Solutions
Arizona
$2.97M +$323K +2,762 +13%
SWA
15
Stratos Wealth Advisors
Ohio
$2.54M +$1.4K +12 +0.1%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$2.39M -$62.8K -537 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.16M -$156K -1,336 -7%
SWP
18
Stratos Wealth Partners
Ohio
$1.85M +$87.3K +746 +5%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.72M +$88.4K +756 +6%
TFGT
20
TS Financial Group (TSFG)
Illinois
$1.65M -$390K -3,336 -20%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.51M -$120K -1,024 -8%
HAG
22
HF Advisory Group
Maryland
$1.43M +$191K +1,632 +16%
FFL
23
Financial Freedom LLC
Ohio
$1.42M -$3.74K -32 -0.3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.4M -$11.6K -99 -0.9%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.26M +$423K +3,619 +55%

ONEV Hedge Fund Activity: Q1 2024 in Review

70 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q1 2024, worth a combined $540M — up 9.8% from $492M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ONEV positions and 5 closed out — a net gain of 1 holder — while 27 added to existing stakes and 28 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $2.75M. The largest seller was Fermata Advisors, cutting an estimated $895K.

  • 70 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $540M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q1 2024, up 9.8% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q1 2024 and 5 closed out, a net change of +1 holder.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q1 2024 was Avantax Advisory Services, an estimated $2.75M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q1 2024 was Fermata Advisors, an estimated $895K sold.

Based on aggregated 13F filings for Q1 2024.