State Street SPDR Russell 1000 Yield Focus ETF
ONEY
30 hedge funds and large institutions have $530M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
36% more funds holding
Funds holding: 22 → 30 (+8)
22% more capital invested
Capital invested by funds: $434M → $530M (+$96.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.47% less ownership
Funds ownership: 93.63% → 91.15% (-2.5%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.95M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$3.58M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$2.87M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$452K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$400K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$479K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$367K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$201K |
| 4 |
DI
DFPG Investments
Sandy,
Utah
|
-$60.1K |
| 5 |
IWA
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
-$43.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $30K | +$27.7K | +330 | New |
|
|
AWM
27
Accel Wealth Management
Waverly,
Iowa
| $27K | +$252 | +3 | +1% |
|
|
AWA
28
Arkadios Wealth Advisors
Atlanta,
Georgia
| $6K | – | – | – |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3K | -$4.12K | -49 | -62% |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$479K | -6,366 | Closed |
|
|
31
UBS Group
Zurich,
Switzerland
| – | -$201K | -2,675 | Closed |
|
32
Wells Fargo
San Francisco,
California
| – | +$84 | +1 | New |
|
ONEY Hedge Fund Activity: Q1 2021 in Review
30 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q1 2021, worth a combined $530M — up 22% from $434M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ONEY positions and 2 closed out — a net gain of 8 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.95M. The largest seller was Citadel Advisors, exiting entirely with an estimated $479K sold.
- 30 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q1 2021, up from 22 in Q4 2020.
- Funds reported $530M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q1 2021, up 22% quarter-over-quarter.
- 10 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q1 2021 and 2 closed out, a net change of +8 holders.
- The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q1 2021 was LPL Financial, an estimated $3.95M added.
- The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q1 2021 was Citadel Advisors, an estimated $479K sold.
Based on aggregated 13F filings for Q1 2021.