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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
GWM
76
Geneos Wealth Management
Colorado
$56.6K
LF
77
Lee Financial
Texas
$31.6K +$290 +3 +0.9%
AWM
78
Accel Wealth Management
Iowa
$29.7K +$193 +2 +0.6%
NFSG
79
Newbridge Financial Services Group
Florida
$22.6K
NA
80
NewEdge Advisors
Louisiana
$20.7K
CWAF
81
Core Wealth Advisors (Florida)
Florida
$14.5K -$14.6M -150,915 -100%
AF
82
Allworth Financial
California
$13K +$13.2K +137 New
HI
83
Harbour Investments
Wisconsin
$10.2K +$10.4K +108 New
SIC
84
Salem Investment Counselors
North Carolina
$8.39K +$8.61K +89 New
BFEC
85
Benjamin F. Edwards & Company
Missouri
$8K +$8.7K +90 New
Morgan Stanley
86
Morgan Stanley
New York
$7.26K
Citigroup
87
Citigroup
New York
$3.4K
ASN
88
Advisory Services Network
Georgia
$3.16K +$97 +1 +3%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$2.98K +$97 +1 +3%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$2.55K -$16.2K -168 -0.6%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$87 +$97 +1 New
Wells Fargo
92
Wells Fargo
California
$8
FTUS
93
Flow Traders U.S.
New York
-$1.28M -13,695 Closed
FAIM
94
Financial Advocates Investment Management
Washington
-$620K -6,613 Closed
UCFA
95
United Capital Financial Advisors
Texas
-$203K -2,163 Closed
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
-$69K -736 Closed
UBS Group
97
UBS Group
Switzerland
-$54.6K -583 Closed
CA
98
Clearstead Advisors
Ohio
-$2.44K -26 Closed
RIA
99
Realta Investment Advisors
Delaware
-$750 -8 Closed
SPIA
100
Steward Partners Investment Advisory
New York
-$281 -3 Closed

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.