State Street SPDR Russell 1000 Yield Focus ETF
ONEY
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.
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: 96 → 102 (+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: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
+$3.44M |
| 2 |
FIC
Family Investment Center
Saint Joseph,
Missouri
|
+$3.29M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.73M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.71M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$3.96M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$3.92M |
| 3 |
AWM
Aspire Wealth Management
Waltham,
Massachusetts
|
-$2.37M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.55M |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$1.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Fidelity Investments
Boston,
Massachusetts
| $435 | +$405 | +4 | New |
|
102
Wells Fargo
San Francisco,
California
| $150 | – | – | – |
|
|
APWA
103
Atlas Private Wealth Advisors
Matawan,
New Jersey
| – | -$491K | -4,876 | Closed |
|
|
CF
104
Centaurus Financial
Anaheim,
California
| – | -$483K | -4,798 | Closed |
|
|
REMPR
105
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| – | -$315K | -3,128 | Closed |
|
106
Two Sigma Investments
New York
| – | -$252K | -2,500 | Closed |
|
|
SSWM
107
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$237K | -2,352 | Closed |
|
|
FTUS
108
Flow Traders U.S.
New York
| – | -$222K | -2,206 | Closed |
|
|
GCP
109
GSA Capital Partners
London,
United Kingdom
| – | -$200K | -1,989 | Closed |
|
110
UBS Group
Zurich,
Switzerland
| – | -$41.9K | -416 | Closed |
|
|
SPIA
111
Steward Partners Investment Advisory
New York
| – | -$31.3K | -311 | Closed |
|
112
US Bancorp
Minneapolis,
Minnesota
| – | -$5.93K | -58 | Closed |
|
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.