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SPDR Russell 1000 Yield Focus ETF

111 hedge funds and large institutions have $727M invested in SPDR Russell 1000 Yield Focus ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
76
Main Street Financial Solutions
Pennsylvania
$228K
MAG
77
Mayfair Advisory Group
Alabama
$226K
RA
78
Rodgers & Associates
Pennsylvania
$223K
QWM
79
Quadcap Wealth Management
Texas
$219K
AWS
80
Atria Wealth Solutions
New York
$217K
DAS
81
Dynamic Advisor Solutions
Arizona
$206K
CIA
82
Concurrent Investment Advisors
Florida
$200K
UBS Group
83
UBS Group
Switzerland
$146K
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$142K
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$131K
BWL
86
Bogart Wealth LLC
Virginia
$120K
NFSG
87
Newbridge Financial Services Group
Florida
$68.8K
GWM
88
Geneos Wealth Management
Colorado
$65K
PS
89
Principal Securities
Iowa
$44.7K
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$39.8K
NWM
91
Nova Wealth Management
Florida
$29.8K
GWSG
92
GPS Wealth Strategies Group
Colorado
$29K
Fidelity Investments
93
Fidelity Investments
Massachusetts
$25.2K
WCM
94
Winthrop Capital Management
Indiana
$24K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$24K
LFG
96
Larson Financial Group
Missouri
$22.9K
NA
97
NewEdge Advisors
Louisiana
$21.7K
PTC
98
Private Trust Company
Ohio
$17.3K
CWM
99
Copia Wealth Management
Oregon
$12.3K
HI
100
Harbour Investments
Wisconsin
$11.7K