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State Street SPDR Russell 1000 Yield Focus ETF

84 hedge funds and large institutions have $699M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

17% more funds holding

Funds holding: 7284 (+12)

13% more capital invested

Capital invested by funds: $618M → $699M (+$81.5M)

0.75% less ownership

Funds ownership: 82.27%81.52% (-0.75%)

Holders
84
Holders Change
+12
Holders Change %
+16.67%
% of All Funds
1.35%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
19
Increased
32
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.74M +$1.72M +18,549 New
GRP
27
Global Retirement Partners
California
$1.29M +$615K +6,631 +94%
FTUS
28
Flow Traders U.S.
New York
$1.28M -$89.8K -968 -7%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.27M +$31.9K +344 +3%
CWM
30
Collaborative Wealth Management
Florida
$1.23M +$273K +2,943 +29%
LIM
31
Leavell Investment Management
Alabama
$1.2M +$311K +3,355 +36%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.15M +$121K +1,308 +12%
CAN
33
Cetera Advisor Networks
California
$1.14M +$223K +2,406 +25%
CFGS
34
Concourse Financial Group Securities
Alabama
$1.11M +$78.1K +842 +8%
HWM
35
Horizon Wealth Management
Illinois
$990K +$631K +6,803 +181%
SPC
36
Sigma Planning Corp
Michigan
$835K -$42.6K -459 -5%
CF
37
Centaurus Financial
California
$750K -$4.08K -44 -0.5%
REMPR
38
Roof Eidam Maycock Peralta (REMP)
California
$695K +$688K +7,412 New
TC
39
Titleist Capital
Texas
$694K +$147K +1,584 +27%
BLC
40
Brown, Lisle/Cummings
Rhode Island
$692K
Osaic Holdings
41
Osaic Holdings
Arizona
$655K -$2M -21,598 -76%
FAIM
42
Financial Advocates Investment Management
Washington
$620K +$614K +6,613 New
CAAS
43
Capital Asset Advisory Services
Michigan
$593K +$72.2K +778 +14%
APWA
44
Atlas Private Wealth Advisors
New Jersey
$560K -$108K -1,167 -16%
LAS
45
LWM Advisory Services
Florida
$539K +$2.6K +28 +0.5%
BAM
46
Belpointe Asset Management
Nevada
$518K -$42.6K -459 -8%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$517K +$512K +5,514 New
TRCT
48
Tower Research Capital (TRC)
New York
$494K +$132K +1,424 +37%
IA
49
Insight Advisors
Pennsylvania
$484K -$24.9K -268 -5%
PWA
50
PCG Wealth Advisors
Kansas
$483K +$478K +5,149 New

ONEY Hedge Fund Activity: Q4 2022 in Review

84 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q4 2022, worth a combined $699M — up 13% from $618M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ONEY positions and 7 closed out — a net gain of 12 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Core Wealth Advisors (Florida), opening a new position worth an estimated $14M. The largest seller was Alaska Permanent Fund, cutting an estimated $44.6M.

  • 84 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q4 2022, up from 72 in Q3 2022.
  • Funds reported $699M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q4 2022 and 7 closed out, a net change of +12 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q4 2022 was Core Wealth Advisors (Florida), an estimated $14M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q4 2022 was Alaska Permanent Fund, an estimated $44.6M sold.

Based on aggregated 13F filings for Q4 2022.