State Street SPDR Russell 1000 Yield Focus ETF
ONEY
101 hedge funds and large institutions have $676M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 9 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 32
3% more capital invested
Capital invested by funds: $655M → $676M (+$20.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 104 → 101 (-3)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
12.45% less ownership
Funds ownership: 91.64% → 79.18% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.95M |
| 2 |
FWM
FMA Wealth Management
Duxbury,
Massachusetts
|
+$2.58M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$1.17M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$844K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$797K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$84.7M |
| 2 |
KIM
Kestra Investment Management
Austin,
Texas
|
-$8.59M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.4M |
| 4 |
AWM
Aspire Wealth Management
Waltham,
Massachusetts
|
-$549K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$482K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
101
Aptus Capital Advisors
Fairhope,
Alabama
| $1.12K | +$1.08K | +10 | New |
|
102
Wells Fargo
San Francisco,
California
| $20 | – | – | – |
|
|
TWP
103
Triad Wealth Partners
Lawrence,
Kansas
| – | -$401K | -3,866 | Closed |
|
104
Prudential Financial
Newark,
New Jersey
| – | -$331K | -3,190 | Closed |
|
|
GGS
105
Galvin Gaustad & Stein
Scottsdale,
Arizona
| – | -$318K | -3,062 | Closed |
|
106
Citadel Advisors
Miami,
Florida
| – | -$317K | -3,052 | Closed |
|
|
FHC
107
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$304 | -2,929 | Closed |
|
|
AI
108
Atria Investments
Charlotte,
North Carolina
| – | -$255K | -2,456 | Closed |
|
|
VCM
109
Virtue Capital Management
Brentwood,
Tennessee
| – | -$208K | -1,942 | Closed |
|
|
TSWM
110
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$26.6K | -256 | Closed |
|
|
CFGS
111
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$16.2K | -150 | Closed |
|
ONEY Hedge Fund Activity: Q3 2024 in Review
101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q3 2024, worth a combined $676M — up 3.1% from $655M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of ONEY and 8 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 44 added.
The largest buyer was Ameriprise, adding an estimated $6.95M. The largest seller was Strategic Financial Concepts, cutting an estimated $84.7M.
- 101 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q3 2024, down from 104 in Q2 2024.
- Funds reported $676M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q3 2024, up 3.1% quarter-over-quarter.
- 8 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q3 2024 and 9 closed out, a net change of -1 holder.
- The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q3 2024 was Ameriprise, an estimated $6.95M added.
- The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $84.7M sold.
Based on aggregated 13F filings for Q3 2024.