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State Street SPDR Russell 1000 Yield Focus ETF

91 hedge funds and large institutions have $269M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 16

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

8% more funds holding

Funds holding: 8491 (+7)

49.92% less ownership

Funds ownership: 81.52%31.6% (-50%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

61% less capital invested

Capital invested by funds: $699M → $269M (-$430M)

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
17
Increased
45
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APWA
51
Atlas Private Wealth Advisors
New Jersey
$441K -$126K -1,308 -22%
SFC
52
Strategic Financial Concepts
Texas
$425K +$436K +4,507 New
DAS
53
Dynamic Advisor Solutions
Arizona
$400K +$71.2K +736 +21%
TAM
54
Titleist Asset Management
Texas
$358K +$367K +3,796 New
AIA
55
Ally Invest Advisors
North Carolina
$344K +$353K +3,652 New
GGS
56
Galvin Gaustad & Stein
Arizona
$326K +$335K +3,460 New
WMR
57
Wealth Management Resources
Rhode Island
$318K +$1.35K +14 +0.4%
FPGK
58
Financial Partners Group (Kansas)
Kansas
$301K +$8.61K +89 +3%
RA
59
Rodgers & Associates
Pennsylvania
$289K +$14.5K +150 +5%
WWM
60
Western Wealth Management
Colorado
$268K
MAG
61
Mayfair Advisory Group
Alabama
$266K +$273K +2,822 New
IWA
62
IVC Wealth Advisors
Pennsylvania
$261K
TSS
63
Two Sigma Securities
New York
$260K +$266K +2,754 New
BAM
64
Beaumont Asset Management
Texas
$259K
TFS
65
Thoroughbred Financial Services
Tennessee
$250K +$257K +2,653 New
LFG
66
Larson Financial Group
Missouri
$242K +$23.6K +244 +10%
DI
67
DFPG Investments
Utah
$242K
AWM
68
Angeles Wealth Management
California
$240K
MSFS
69
Main Street Financial Solutions
Pennsylvania
$227K +$233K +2,412 New
SSWM
70
Sheets Smith Wealth Management
North Carolina
$222K +$9.67K +100 +4%
WA
71
Wambolt & Associates
Colorado
$215K
VA
72
Valmark Advisers
Ohio
$203K -$870 -9 -0.4%
FFL
73
Financial Freedom LLC
Ohio
$201K +$677 +7 +0.3%
US Bancorp
74
US Bancorp
Minnesota
$77.1K
BWL
75
Bogart Wealth LLC
Virginia
$57K +$58.4K +604 New

ONEY Hedge Fund Activity: Q1 2023 in Review

91 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q1 2023, worth a combined $269M — down 61% from $699M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ONEY positions and 8 closed out — a net gain of 9 holders — while 45 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $8.08M. The largest seller was Core Wealth Advisors (Florida), cutting an estimated $14.6M.

  • 91 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q1 2023, up from 84 in Q4 2022.
  • Funds reported $269M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q1 2023, down 61% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q1 2023 and 8 closed out, a net change of +9 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $8.08M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q1 2023 was Core Wealth Advisors (Florida), an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2023.