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State Street SPDR Russell 1000 Low Volatility Focus ETF

72 hedge funds and large institutions have $538M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

3% more funds holding

Funds holding: 7072 (+2)

0.95% more ownership

Funds ownership: 80.82%81.77% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $540M → $538M (-$2.02M)

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
32
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$378M
LPL Financial
2
LPL Financial
California
$35.1M -$247K -2,071 -0.7%
AIP
3
Ameritas Investment Partners
Nebraska
$33.4M -$405K -3,390 -1%
AAS
4
Avantax Advisory Services
Texas
$11.2M +$1.08M +9,072 +11%
WGCA
5
Wolf Group Capital Advisors
Virginia
$7.61M +$7.69M +64,409 New
BI
6
Berkeley Inc
Idaho
$5.29M +$1.06M +8,896 +25%
KWM
7
Kingsview Wealth Management
Oregon
$5.12M -$23.4K -196 -0.5%
DAS
8
Dynamic Advisor Solutions
Arizona
$4.5M +$1.69M +14,152 +59%
EH
9
Equitable Holdings
New York
$4.05M +$116K +967 +3%
PWM
10
Provident Wealth Management
Tennessee
$3.91M +$252K +2,113 +7%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$3.76M +$546K +4,568 +17%
Bank of America
12
Bank of America
North Carolina
$3.59M +$395K +3,304 +12%
DWP
13
Destiny Wealth Partners
Florida
$3.21M +$3.25M +27,195 New
AFP
14
Ausdal Financial Partners
Iowa
$3.02M +$161K +1,348 +6%
SA
15
Scarborough Advisors
Maryland
$2.82M -$10.6M -89,100 -79%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.66M -$226K -1,894 -8%
SWA
17
Stratos Wealth Advisors
Ohio
$2.42M +$9.32K +78 +0.4%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.08M -$203K -1,697 -9%
SWP
19
Stratos Wealth Partners
Ohio
$1.78M +$26.3K +220 +1%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.55M -$507K -4,242 -24%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.53M +$91.9K +769 +6%
TFGT
22
TS Financial Group (TSFG)
Illinois
$1.51M -$63.7K -533 -4%
HAG
23
HF Advisory Group
Maryland
$1.41M +$45K +377 +3%
FFL
24
Financial Freedom LLC
Ohio
$1.35M +$3.34K +28 +0.2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.33M -$2.51K -21 -0.2%

ONEV Hedge Fund Activity: Q2 2024 in Review

72 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q2 2024, worth a combined $538M — down 0.37% from $540M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ONEV positions and 5 closed out — a net gain of 5 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was Wolf Group Capital Advisors, opening a new position worth an estimated $7.69M. The largest seller was Scarborough Advisors, cutting an estimated $10.6M.

  • 72 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q2 2024, up from 70 in Q1 2024.
  • Funds reported $538M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q2 2024, down 0.37% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q2 2024 and 5 closed out, a net change of +5 holders.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q2 2024 was Wolf Group Capital Advisors, an estimated $7.69M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q2 2024 was Scarborough Advisors, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2024.