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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
VA
76
Valmark Advisers
Ohio
$212K +$196K +2,108 New
GCP
77
GSA Capital Partners
United Kingdom
$200K +$185K +1,989 New
CPG
78
Cornerstone Planning Group
New Jersey
$186K +$94K +1,010 +121%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$124K -$442K -4,752 -79%
HI
80
Harbour Investments
Wisconsin
$124K
BWL
81
Bogart Wealth LLC
Virginia
$111K +$4.65K +50 +5%
NFSG
82
Newbridge Financial Services Group
Florida
$92.2K
AWM
83
Avior Wealth Management
Nebraska
$71.9K
GWM
84
Geneos Wealth Management
Colorado
$60.4K
JP Morgan Chase
85
JP Morgan Chase
New York
$51.4K +$47.4K +510 New
LFG
86
Larson Financial Group
Missouri
$48.6K -$176K -1,887 -80%
UBS Group
87
UBS Group
Switzerland
$41.9K -$35.4K -381 -48%
TSWM
88
Tyler-Stone Wealth Management
Ohio
$40.4K +$22.4K +241 +151%
BFEC
89
Benjamin F. Edwards & Company
Missouri
$33K -$651 -7 -2%
PS
90
Principal Securities
Iowa
$32.2K +$29.8K +320 New
SPIA
91
Steward Partners Investment Advisory
New York
$31.3K +$28.9K +311 New
WCM
92
Winthrop Capital Management
Indiana
$22.6K +$20.8K +224 New
NA
93
NewEdge Advisors
Louisiana
$22.2K
US Bancorp
94
US Bancorp
Minnesota
$5.93K -$15.4K -166 -74%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$3.26K
Wells Fargo
96
Wells Fargo
California
$79 +$93 +1 New
SL
97
Systelligence LLC
Minnesota
-$9.62M -105,266 Closed
SFC
98
Strategic Financial Concepts
Texas
-$677K -7,408 Closed
Citadel Advisors
99
Citadel Advisors
Florida
-$533K -5,831 Closed
PWA
100
PCG Wealth Advisors
Kansas
-$409K -4,475 Closed

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.