State Street SPDR Russell 1000 Yield Focus ETF
ONEY
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.
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: 3 → 5 (+2)
45% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 22
17% more funds holding
Funds holding: 72 → 84 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAF
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
+$14M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.08M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.75M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$3.98M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$44.6M |
| 2 |
RFN
RDA Financial Network
Akron,
Iowa
|
-$2.63M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$1.02M |
| 5 |
Goldman Sachs
New York
|
-$686K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Morgan Stanley
New York
| $7.21K | -$103K | -1,115 | -94% |
|
77
Citigroup
New York
| $3.37K | +$3.34K | +36 | New |
|
|
PAG
78
Private Advisor Group
Morristown,
New Jersey
| $3.33K | +$221K | +2,377 | +7% |
|
|
ASN
79
Advisory Services Network
Atlanta,
Georgia
| $3.12K | +$3.06K | +33 | New |
|
80
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2.93K | – | – | – |
|
|
CA
81
Clearstead Advisors
Cleveland,
Ohio
| $2.44K | – | – | – |
|
|
RIA
82
Realta Investment Advisors
Wilmington,
Delaware
| $750 | +$742 | +8 | New |
|
|
SPIA
83
Steward Partners Investment Advisory
New York
| $281 | +$278 | +3 | New |
|
|
NA
84
NewEdge Advisors
New Orleans,
Louisiana
| $21 | +$20.4K | +220 | New |
|
|
RFN
85
RDA Financial Network
Akron,
Iowa
| – | -$2.63M | -31,584 | Closed |
|
|
86
Goldman Sachs
New York
| – | -$686K | -8,229 | Closed |
|
87
Citadel Advisors
Miami,
Florida
| – | -$424K | -5,089 | Closed |
|
|
HI
88
Harbour Investments
Madison,
Wisconsin
| – | -$7K | -79 | Closed |
|
|
BWL
89
Bogart Wealth LLC
Mclean,
Virginia
| – | -$2.97K | -32 | Closed |
|
|
IA
90
IFP Advisors
Tampa,
Florida
| – | -$2K | -32 | Closed |
|
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.