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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
DAS
51
Dynamic Advisor Solutions
Arizona
$328K -$28K -302 -8%
FTS
52
Fifth Third Securities
Ohio
$326K +$323K +3,481 New
WMR
53
Wealth Management Resources
Rhode Island
$314K +$1.3K +14 +0.4%
FPGK
54
Financial Partners Group (Kansas)
Kansas
$314K -$67.8K -731 -19%
Jane Street
55
Jane Street
New York
$281K +$278K +2,997 New
RA
56
Rodgers & Associates
Pennsylvania
$273K
WWM
57
Western Wealth Management
Colorado
$266K -$264K -2,844 -50%
IWA
58
IVC Wealth Advisors
Pennsylvania
$259K
BAM
59
Beaumont Asset Management
Texas
$258K
KWM
60
Kingsview Wealth Management
Oregon
$257K -$3.81K -41 -1%
DI
61
DFPG Investments
Utah
$253K
AWM
62
Angeles Wealth Management
California
$238K
LFG
63
Larson Financial Group
Missouri
$218K -$14.7K -158 -6%
WA
64
Wambolt & Associates
Colorado
$213K -$23.8K -256 -10%
SSWM
65
Sheets Smith Wealth Management
North Carolina
$211K +$209K +2,252 New
UCFA
66
United Capital Financial Advisors
Texas
$203K +$201K +2,163 New
VA
67
Valmark Advisers
Ohio
$203K +$201K +2,162 New
FFL
68
Financial Freedom LLC
Ohio
$199K +$197K +2,120 New
US Bancorp
69
US Bancorp
Minnesota
$76.6K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$69K -$104K -1,116 -60%
GWM
71
Geneos Wealth Management
Colorado
$56.2K
UBS Group
72
UBS Group
Switzerland
$54.6K +$48.5K +523 +872%
LF
73
Lee Financial
Texas
$31.1K +$371 +4 +1%
AWM
74
Accel Wealth Management
Iowa
$29.4K +$186 +2 +0.6%
NFSG
75
Newbridge Financial Services Group
Florida
$22.5K

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.