We are live on ! Find out more
ONEY icon

State Street SPDR Russell 1000 Yield Focus ETF

21 hedge funds and large institutions have $338M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

23% more capital invested

Capital invested by funds: $275M → $338M (+$62.6M)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

17% more funds holding

Funds holding: 1821 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20.99% less ownership

Funds ownership: 94.48%73.49% (-21%)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
6
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$330M
RFN
2
RDA Financial Network
Iowa
$1.7M +$16.9K +307 +1%
LPL Financial
3
LPL Financial
California
$1.28M +$457K +8,291 +61%
HH
4
Hilltop Holdings
Texas
$1.17M +$1.1M +19,936 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$727K +$167K +3,027 +32%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$692K +$34.6K +628 +6%
Citadel Advisors
7
Citadel Advisors
Florida
$562K +$527K +9,563 New
Baird Financial Group
8
Baird Financial Group
Wisconsin
$549K -$274K -4,980 -35%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$429K -$96.5K -1,751 -19%
DI
10
DFPG Investments
Utah
$288K -$24.6K -447 -8%
KWM
11
Kingsview Wealth Management
Oregon
$206K +$193K +3,500 New
CAN
12
Cetera Advisor Networks
California
$102K +$95.6K +1,735 New
UBS Group
13
UBS Group
Switzerland
$82K +$76.7K +1,393 New
Osaic Holdings
14
Osaic Holdings
Arizona
$68K -$25K -454 -28%
Bank of America
15
Bank of America
North Carolina
$64K +$51.7K +939 +618%
PAG
16
Private Advisor Group
New Jersey
$35K +$33.2K +603 New
GWM
17
Geneos Wealth Management
Colorado
$33K
LFG
18
LifePlan Financial Group
Ohio
$26K
AWA
19
Arkadios Wealth Advisors
Georgia
$15.7K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$9K +$55 +1 +0.7%
UCFA
21
United Capital Financial Advisors
Texas
-$204K -4,235 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$4K -84 Closed
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
-$881 -16 -73%
Wells Fargo
24
Wells Fargo
California
-$55 -1 Closed

ONEY Hedge Fund Activity: Q2 2020 in Review

21 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q2 2020, worth a combined $338M — up 23% from $275M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ONEY positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Hilltop Holdings, opening a new position worth an estimated $1.1M. The largest seller was Baird Financial Group, cutting an estimated $274K.

  • 21 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q2 2020, up from 18 in Q1 2020.
  • Funds reported $338M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q2 2020, up 23% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q2 2020 and 3 closed out, a net change of +3 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q2 2020 was Hilltop Holdings, an estimated $1.1M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q2 2020 was Baird Financial Group, an estimated $274K sold.

Based on aggregated 13F filings for Q2 2020.