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State Street SPDR Russell 1000 Yield Focus ETF

96 hedge funds and large institutions have $597M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

12% more funds holding

Funds holding: 8696 (+10)

6% more capital invested

Capital invested by funds: $564M → $597M (+$33.2M)

0.07% more ownership

Funds ownership: 77.15%77.22% (+0.07%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
35
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
26
Concourse Financial Group Securities
Alabama
$1.2M +$88.2K +948 +9%
KWM
27
Kingsview Wealth Management
Oregon
$1.16M +$313K +3,366 +41%
Osaic Holdings
28
Osaic Holdings
Arizona
$994K -$433K -4,658 -32%
HWM
29
Horizon Wealth Management
Illinois
$982K +$17.4K +187 +2%
GRP
30
Global Retirement Partners
California
$909K -$10.5K -113 -1%
AAS
31
Avantax Advisory Services
Texas
$815K +$9.49K +102 +1%
CAAS
32
Capital Asset Advisory Services
Michigan
$802K +$37.4K +402 +5%
AWM
33
Axxcess Wealth Management
California
$802K +$48.2K +518 +7%
FAIM
34
Financial Advocates Investment Management
Washington
$769K +$102K +1,100 +17%
FWM
35
FMA Wealth Management
Massachusetts
$758K +$700K +7,523 New
BLC
36
Brown, Lisle/Cummings
Rhode Island
$744K
Truist Financial
37
Truist Financial
North Carolina
$729K +$161K +1,735 +32%
FTS
38
Fifth Third Securities
Ohio
$724K +$77.3K +831 +13%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$713K -$6.14K -66 -0.9%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$668K -$300K -3,225 -33%
DAS
41
Dynamic Advisor Solutions
Arizona
$541K +$124K +1,331 +33%
IA
42
Insight Advisors
Pennsylvania
$520K +$837 +9 +0.2%
APWA
43
Atlas Private Wealth Advisors
New Jersey
$491K -$39.3K -422 -8%
CF
44
Centaurus Financial
California
$483K -$93.6K -1,006 -17%
RA
45
RFG Advisory
Alabama
$473K -$113K -1,215 -21%
EFS
46
Essex Financial Services
Connecticut
$450K +$415K +4,465 New
VVP
47
Venture Visionary Partners
Ohio
$436K +$403K +4,331 New
QWM
48
Quadcap Wealth Management
Texas
$412K +$380K +4,089 New
KAS
49
Kestra Advisory Services
Texas
$400K -$1.55M -16,677 -81%
GGS
50
Galvin Gaustad & Stein
Arizona
$384K

ONEY Hedge Fund Activity: Q4 2023 in Review

96 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q4 2023, worth a combined $597M — up 5.9% from $564M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ONEY positions and 7 closed out — a net gain of 10 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was Mariner, adding an estimated $1.57M. The largest seller was Ameriprise, cutting an estimated $18.4M.

  • 96 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q4 2023, up from 86 in Q3 2023.
  • Funds reported $597M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q4 2023, up 5.9% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q4 2023 and 7 closed out, a net change of +10 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q4 2023 was Mariner, an estimated $1.57M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q4 2023 was Ameriprise, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2023.