State Street SPDR Russell 1000 Yield Focus ETF
ONEY
86 hedge funds and large institutions have $564M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 11 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 28
5% less capital invested
Capital invested by funds: $592M → $564M (-$28.2M)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
1.04% less ownership
Funds ownership: 78.19% → 77.15% (-1%)
1% less funds holding
Funds holding: 87 → 86 (-1)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| 1 |
AT
Arden Trust
Wilmington,
Delaware
|
+$11.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.02M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.2M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$2.61M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$1.36M |
Top Sellers
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$16.6M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$5.33M |
| 3 |
IMC Chicago
Chicago,
Illinois
|
-$2.97M |
| 4 |
XF
XML Financial
Bethesda,
Maryland
|
-$2.93M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.8M |
ONEY Hedge Fund Activity: Q3 2023 in Review
86 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q3 2023, worth a combined $564M — down 4.8% from $592M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of ONEY and 10 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 37 added.
The largest buyer was Arden Trust, opening a new position worth an estimated $11.7M. The largest seller was Systelligence LLC, cutting an estimated $16.6M.
- 86 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q3 2023, down from 87 in Q2 2023.
- Funds reported $564M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q3 2023, down 4.8% quarter-over-quarter.
- 10 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q3 2023 and 11 closed out, a net change of -1 holder.
- The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q3 2023 was Arden Trust, an estimated $11.7M added.
- The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q3 2023 was Systelligence LLC, an estimated $16.6M sold.
Based on aggregated 13F filings for Q3 2023.