State Street SPDR Russell 1000 Yield Focus ETF
ONEY
72 hedge funds and large institutions have $618M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
113% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 16
9% more funds holding
Funds holding: 66 → 72 (+6)
3.01% less ownership
Funds ownership: 85.28% → 82.27% (-3%)
7% less capital invested
Capital invested by funds: $661M → $618M (-$43.9M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$18.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.5M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$2.53M |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$1.61M |
| 5 |
EH
Equitable Holdings
New York
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$20.3M |
| 2 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$16.1M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.2M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.14M |
| 5 |
Jane Street
New York
|
-$2.01M |
ONEY Hedge Fund Activity: Q3 2022 in Review
72 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q3 2022, worth a combined $618M — down 6.6% from $661M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ONEY positions and 4 closed out — a net gain of 6 holders — while 34 added to existing stakes and 16 trimmed.
The largest buyer was LPL Financial, adding an estimated $18.9M. The largest seller was IHT Wealth Management, cutting an estimated $20.3M.
- 72 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q3 2022, up from 66 in Q2 2022.
- Funds reported $618M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q3 2022, down 6.6% quarter-over-quarter.
- 10 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q3 2022 and 4 closed out, a net change of +6 holders.
- The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q3 2022 was LPL Financial, an estimated $18.9M added.
- The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q3 2022 was IHT Wealth Management, an estimated $20.3M sold.
Based on aggregated 13F filings for Q3 2022.