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State Street SPDR Russell 1000 Yield Focus ETF

96 hedge funds and large institutions have $597M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

12% more funds holding

Funds holding: 8696 (+10)

6% more capital invested

Capital invested by funds: $564M → $597M (+$33.2M)

0.07% more ownership

Funds ownership: 77.15%77.22% (+0.07%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
35
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
Ally Invest Advisors
North Carolina
$378K -$18K -193 -5%
GIA
52
Gladstone Institutional Advisory
Florida
$377K +$34.9K +375 +11%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$346K -$69.2K -744 -18%
BAM
54
Belpointe Asset Management
Nevada
$342K -$236K -2,536 -43%
MOS
55
MGO One Seven
Ohio
$333K +$308K +3,309 New
RA
56
Rodgers & Associates
Pennsylvania
$326K +$9.12K +98 +3%
REMPR
57
Roof Eidam Maycock Peralta (REMP)
California
$315K -$24K -258 -8%
FHA
58
Flagship Harbor Advisors
Massachusetts
$290K +$2.05K +22 +0.8%
WWM
59
Western Wealth Management
Colorado
$286K
IWA
60
IVC Wealth Advisors
Pennsylvania
$278K -$558 -6 -0.2%
AWM
61
Angeles Wealth Management
California
$263K
PCIA
62
Prime Capital Investment Advisors
Kansas
$255K +$235K +2,531 New
Two Sigma Investments
63
Two Sigma Investments
New York
$252K +$233K +2,500 New
TFS
64
Thoroughbred Financial Services
Tennessee
$249K +$837 +9 +0.4%
XF
65
XML Financial
Maryland
$246K -$46.5K -500 -17%
SSWM
66
Sheets Smith Wealth Management
North Carolina
$237K
MSFS
67
Main Street Financial Solutions
Pennsylvania
$234K
Morgan Stanley
68
Morgan Stanley
New York
$234K +$131K +1,412 +156%
FPGK
69
Financial Partners Group (Kansas)
Kansas
$234K -$39.6K -426 -16%
MAG
70
Mayfair Advisory Group
Alabama
$226K -$80.7K -867 -28%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$225K
TRCT
72
Tower Research Capital (TRC)
New York
$224K -$239K -2,573 -54%
FTUS
73
Flow Traders U.S.
New York
$222K +$205K +2,206 New
FFL
74
Financial Freedom LLC
Ohio
$216K +$558 +6 +0.3%
AWS
75
Atria Wealth Solutions
New York
$213K +$196K +2,110 New

ONEY Hedge Fund Activity: Q4 2023 in Review

96 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q4 2023, worth a combined $597M — up 5.9% from $564M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ONEY positions and 7 closed out — a net gain of 10 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was Mariner, adding an estimated $1.57M. The largest seller was Ameriprise, cutting an estimated $18.4M.

  • 96 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q4 2023, up from 86 in Q3 2023.
  • Funds reported $597M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q4 2023, up 5.9% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q4 2023 and 7 closed out, a net change of +10 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q4 2023 was Mariner, an estimated $1.57M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q4 2023 was Ameriprise, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2023.