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State Street SPDR Russell 1000 Low Volatility Focus ETF

78 hedge funds and large institutions have $589M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $538M → $589M (+$51.4M)

8% more funds holding

Funds holding: 7278 (+6)

1.23% more ownership

Funds ownership: 81.77%83% (+1.2%)

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
35
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$391M
AIP
2
Ameritas Investment Partners
Nebraska
$38.3M +$1.56M +12,570 +4%
LPL Financial
3
LPL Financial
California
$37M -$1.45M -11,648 -4%
AAS
4
Avantax Advisory Services
Texas
$13.4M +$1.06M +8,507 +9%
Stifel Financial
5
Stifel Financial
Missouri
$13.4M +$12.8M +103,159 New
BI
6
Berkeley Inc
Idaho
$11.4M +$5.33M +42,928 +96%
ICMM
7
Integrated Capital Management (Michigan)
Michigan
$6.49M +$6.21M +49,962 New
KWM
8
Kingsview Wealth Management
Oregon
$5.66M +$42.4K +341 +0.8%
DAS
9
Dynamic Advisor Solutions
Arizona
$5.18M +$234K +1,883 +5%
PWM
10
Provident Wealth Management
Tennessee
$4.57M +$266K +2,140 +6%
EH
11
Equitable Holdings
New York
$4.47M +$19.9K +160 +0.5%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$3.87M -$254K -2,048 -6%
DWP
13
Destiny Wealth Partners
Florida
$3.52M -$8.57K -69 -0.3%
Bank of America
14
Bank of America
North Carolina
$3.43M -$490K -3,945 -13%
AFP
15
Ausdal Financial Partners
Iowa
$3.3M -$19K -153 -0.6%
SA
16
Scarborough Advisors
Maryland
$3.15M +$53.4K +430 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.81M -$107K -865 -4%
SWA
18
Stratos Wealth Advisors
Ohio
$2.78M +$114K +920 +4%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.29M +$3.6K +29 +0.2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.16M +$460K +3,705 +29%
SWP
21
Stratos Wealth Partners
Ohio
$1.93M -$25.5K -205 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.63M -$69K -555 -4%
TFGT
23
TS Financial Group (TSFG)
Illinois
$1.56M -$90.1K -725 -6%
HAG
24
HF Advisory Group
Maryland
$1.56M +$6.46K +52 +0.4%
FFL
25
Financial Freedom LLC
Ohio
$1.49M +$3.48K +28 +0.2%

ONEV Hedge Fund Activity: Q3 2024 in Review

78 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q3 2024, worth a combined $589M — up 9.6% from $538M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ONEV positions and 3 closed out — a net gain of 7 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $12.8M. The largest seller was Wolf Group Capital Advisors, exiting entirely with an estimated $7.61M sold.

  • 78 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q3 2024, up from 72 in Q2 2024.
  • Funds reported $589M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q3 2024, up 9.6% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q3 2024 and 3 closed out, a net change of +7 holders.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q3 2024 was Stifel Financial, an estimated $12.8M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q3 2024 was Wolf Group Capital Advisors, an estimated $7.61M sold.

Based on aggregated 13F filings for Q3 2024.