State Street SPDR Russell 1000 Yield Focus ETF
ONEY
104 hedge funds and large institutions have $655M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
12.7% more ownership
Funds ownership: 78.94% → 91.64% (+13%)
2% more funds holding
Funds holding: 102 → 104 (+2)
1% more capital invested
Capital invested by funds: $649M → $655M (+$5.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$82.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.6M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$1.46M |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$934K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$726K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$5.33M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$2.11M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.55M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.48M |
| 5 |
AWM
Aspire Wealth Management
Waltham,
Massachusetts
|
-$1.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
101
NewEdge Advisors
New Orleans,
Louisiana
| $22.8K | – | – | – |
|
|
CA
102
CoreCap Advisors
Southfield,
Michigan
| $20.5K | – | – | – |
|
|
CFGS
103
Concourse Financial Group Securities
Birmingham,
Alabama
| $15.6K | – | – | – |
|
104
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3.41K | – | – | – |
|
|
FHC
105
First Heartland Consultants
Lake St. Louis,
Missouri
| $304 | +$308K | +2,929 | New |
|
|
FFA
106
Farther Finance Advisors
San Francisco,
California
| $19 | – | – | – |
|
107
Wells Fargo
San Francisco,
California
| $5 | -$105 | -1 | Closed |
|
|
AWA
108
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$5.33M | -49,089 | Closed |
|
|
BAM
109
Belpointe Asset Management
Reno,
Nevada
| – | -$325K | -2,989 | Closed |
|
|
AWS
110
Atria Wealth Solutions
New York
| – | -$229K | -2,110 | Closed |
|
111
Fidelity Investments
Boston,
Massachusetts
| – | -$435 | -4 | Closed |
|
ONEY Hedge Fund Activity: Q2 2024 in Review
104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q2 2024, worth a combined $655M — up 0.91% from $649M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ONEY positions and 5 closed out — a net gain of 4 holders — while 36 added to existing stakes and 38 trimmed.
The largest buyer was Strategic Financial Concepts, adding an estimated $82.3M. The largest seller was Arkadios Wealth Advisors, exiting entirely with an estimated $5.33M sold.
- 104 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q2 2024, up from 102 in Q1 2024.
- Funds reported $655M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q2 2024, up 0.91% quarter-over-quarter.
- 9 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q2 2024 and 5 closed out, a net change of +4 holders.
- The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $82.3M added.
- The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q2 2024 was Arkadios Wealth Advisors, an estimated $5.33M sold.
Based on aggregated 13F filings for Q2 2024.