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State Street SPDR Russell 1000 Yield Focus ETF

102 hedge funds and large institutions have $649M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

9% more capital invested

Capital invested by funds: $597M → $649M (+$51.9M)

6% more funds holding

Funds holding: 96102 (+6)

1.72% more ownership

Funds ownership: 77.22%78.94% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
40
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$229K
VA
77
Valmark Advisers
Ohio
$228K -$709 -7 -0.3%
ML
78
McAdam LLC
Pennsylvania
$226K +$210K +2,079 New
CA
79
Cetera Advisors
Colorado
$217K +$202K +1,998 New
LFG
80
Lockerman Financial Group
California
$212K +$197K +1,950 New
WEG
81
World Equity Group
Illinois
$207K +$193K +1,902 New
VCM
82
Virtue Capital Management
Tennessee
$204K +$197K +1,942 New
NFSG
83
Newbridge Financial Services Group
Florida
$203K +$96.2K +950 +104%
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$137K +$128K +1,265 New
HI
85
Harbour Investments
Wisconsin
$134K
Morgan Stanley
86
Morgan Stanley
New York
$128K -$116K -1,144 -49%
BWL
87
Bogart Wealth LLC
Virginia
$120K
CA
88
Continuum Advisory
Idaho
$93.3K +$88.5K +874 New
AWM
89
Avior Wealth Management
Nebraska
$77.6K
GWM
90
Geneos Wealth Management
Colorado
$65.2K
JP Morgan Chase
91
JP Morgan Chase
New York
$55.4K
LFG
92
Larson Financial Group
Missouri
$49.4K -$2.73K -27 -6%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$47K +$11K +109 +33%
PS
94
Principal Securities
Iowa
$38.9K +$3.85K +38 +12%
NA
95
NewEdge Advisors
Louisiana
$23.9K
WCM
96
Winthrop Capital Management
Indiana
$23K
CA
97
CoreCap Advisors
Michigan
$21.5K +$20K +198 New
TSWM
98
Tyler-Stone Wealth Management
Ohio
$17.4K -$24.4K -241 -60%
CFGS
99
Concourse Financial Group Securities
Alabama
$16.3K -$1.19M -11,716 -99%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$3.54K +$101 +1 +3%

ONEY Hedge Fund Activity: Q1 2024 in Review

102 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q1 2024, worth a combined $649M — up 8.7% from $597M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ONEY positions and 10 closed out — a net gain of 6 holders — while 40 added to existing stakes and 28 trimmed.

The largest buyer was Pallas Capital Advisors, opening a new position worth an estimated $3.44M. The largest seller was Concurrent Investment Advisors, cutting an estimated $3.96M.

  • 102 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q1 2024, up from 96 in Q4 2023.
  • Funds reported $649M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q1 2024 and 10 closed out, a net change of +6 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q1 2024 was Pallas Capital Advisors, an estimated $3.44M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q1 2024 was Concurrent Investment Advisors, an estimated $3.96M sold.

Based on aggregated 13F filings for Q1 2024.