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State Street SPDR Russell 1000 Yield Focus ETF

87 hedge funds and large institutions have $592M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more capital invested

Capital invested by funds: $269M → $592M (+$323M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

46.58% more ownership

Funds ownership: 31.6%78.19% (+47%)

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

4% less funds holding

Funds holding: 9187 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
37
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$434K +$422K +4,553 New
DAS
52
Dynamic Advisor Solutions
Arizona
$403K -$834 -9 -0.2%
AIA
53
Ally Invest Advisors
North Carolina
$387K +$37.5K +405 +11%
GGS
54
Galvin Gaustad & Stein
Arizona
$361K +$30.2K +326 +9%
RA
55
Rodgers & Associates
Pennsylvania
$299K +$6.95K +75 +2%
FPGK
56
Financial Partners Group (Kansas)
Kansas
$276K -$36.6K -395 -12%
DI
57
DFPG Investments
Utah
$275K +$18.8K +203 +8%
WWM
58
Western Wealth Management
Colorado
$271K
FHA
59
Flagship Harbor Advisors
Massachusetts
$270K +$262K +2,832 New
MAG
60
Mayfair Advisory Group
Alabama
$269K
IWA
61
IVC Wealth Advisors
Pennsylvania
$264K +$556 +6 +0.2%
AWM
62
Angeles Wealth Management
California
$249K +$6.58K +71 +3%
LFG
63
Larson Financial Group
Missouri
$242K -$2.32K -25 -1%
VWA
64
V Wealth Advisors
Kansas
$234K +$228K +2,458 New
SSWM
65
Sheets Smith Wealth Management
North Carolina
$224K
TRCT
66
Tower Research Capital (TRC)
New York
$223K -$410K -4,427 -65%
MSFS
67
Main Street Financial Solutions
Pennsylvania
$221K -$8.34K -90 -4%
WA
68
Wambolt & Associates
Colorado
$209K -$7.13K -77 -3%
TAM
69
Titleist Asset Management
Texas
$207K -$150K -1,622 -43%
TFS
70
Thoroughbred Financial Services
Tennessee
$205K -$45.9K -495 -19%
FFL
71
Financial Freedom LLC
Ohio
$203K +$649 +7 +0.3%
AWS
72
Atria Wealth Solutions
New York
$201K +$196K +2,110 New
HI
73
Harbour Investments
Wisconsin
$76.4K +$64.3K +694 +643%
BWL
74
Bogart Wealth LLC
Virginia
$71.9K +$13.9K +150 +25%
GWM
75
Geneos Wealth Management
Colorado
$57.2K

ONEY Hedge Fund Activity: Q2 2023 in Review

87 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q2 2023, worth a combined $592M — up 120% from $269M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ONEY and 10 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 37 added.

The largest buyer was Systelligence LLC, adding an estimated $12.6M. The largest seller was Royal Bank of Canada, cutting an estimated $6.47M.

  • 87 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q2 2023, down from 91 in Q1 2023.
  • Funds reported $592M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q2 2023, up 120% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q2 2023 and 14 closed out, a net change of -4 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q2 2023 was Systelligence LLC, an estimated $12.6M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $6.47M sold.

Based on aggregated 13F filings for Q2 2023.