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State Street SPDR Russell 1000 Yield Focus ETF

23 hedge funds and large institutions have $16.9M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

175% more capital invested

Capital invested by funds: $6.14M → $16.9M (+$10.8M)

53% more funds holding

Funds holding: 1523 (+8)

2.25% more ownership

Funds ownership: 1.42%3.67% (+2.3%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
23
Holders Change
+8
Holders Change %
+53.33%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
1
Systelligence LLC
Minnesota
$7.7M +$7.4M +100,995 New
RFN
2
RDA Financial Network
Iowa
$1.95M +$44.7K +610 +2%
LPL Financial
3
LPL Financial
California
$1.61M +$1.27M +17,347 +461%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.04M +$396K +5,399 +65%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$723K +$142K +1,939 +26%
Jane Street
6
Jane Street
New York
$585K +$562K +7,671 New
DI
7
DFPG Investments
Utah
$417K -$52.3K -713 -12%
Goldman Sachs
8
Goldman Sachs
New York
$411K +$395K +5,392 New
UCFA
9
United Capital Financial Advisors
Texas
$409K
AWM
10
AE Wealth Management
Kansas
$386K +$371K +5,067 New
SS
11
Simplicity Solutions
Minnesota
$380K +$366K +4,989 New
SMG
12
Smart Money Group
Texas
$269K -$1.27M -17,296 -83%
PWM
13
Paulson Wealth Management
Illinois
$260K +$8.72K +119 +4%
WA
14
Wambolt & Associates
Colorado
$232K +$223K +3,040 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$228K +$219K +2,994 New
AG
16
Advisor Group
Arizona
$91K +$87.7K +1,197 New
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$58K -$7.92K -108 -12%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$45K -$34.9K -476 -32%
GWM
19
Geneos Wealth Management
Colorado
$45K +$44K +600 New
LFG
20
LifePlan Financial Group
Ohio
$34K
Bank of America
21
Bank of America
North Carolina
$14K -$440 -6 -3%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$12K +$147 +2 +1%
UBS Group
23
UBS Group
Switzerland
-$114K -1,609 Closed
Wells Fargo
24
Wells Fargo
California
-$10.3K -141 -99%

ONEY Hedge Fund Activity: Q4 2019 in Review

23 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q4 2019, worth a combined $16.9M — up 175% from $6.14M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ONEY positions and 1 closed out — a net gain of 8 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.27M. The largest seller was Smart Money Group, cutting an estimated $1.27M.

  • 23 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q4 2019, up from 15 in Q3 2019.
  • Funds reported $16.9M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q4 2019, up 175% quarter-over-quarter.
  • 9 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q4 2019 and 1 closed out, a net change of +8 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q4 2019 was LPL Financial, an estimated $1.27M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q4 2019 was Smart Money Group, an estimated $1.27M sold.

Based on aggregated 13F filings for Q4 2019.