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State Street SPDR Russell 1000 Yield Focus ETF
ONEY

22 hedge funds and large institutions have $434M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

25% more capital invested

Capital invested by funds: $348M → $434M (+$85.6M)

22% more funds holding

Funds holding: 18 → 22 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.05% less ownership

Funds ownership: 94.68% → 93.63% (-1%)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
4
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
XF
XML Financial
Maryland
+$1.65M
2
LPL Financial
LPL Financial
California
+$454K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$259K
4
WA
Wambolt & Associates
Colorado
+$210K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$41.7K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$437K
2
HH
Hilltop Holdings
Texas
-$278K
3
RFN
RDA Financial Network
Iowa
-$121K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$71.4K
5
DI
DFPG Investments
Utah
-$43K
Name Holding Trade Value Shares
Change 		Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$422M – – –
LPL Financial
2
LPL Financial
California
$2.29M +$454K +6,551 +27%
RFN
3
RDA Financial Network
Iowa
$2.21M -$121K -1,750 -6%
XF
4
XML Financial
Maryland
$1.79M +$1.65M +23,832 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$867K -$71.4K -1,031 -8%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$737K +$138 +2 +0%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$730K +$259K +3,741 +63%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$685K -$6.78K -98 -1%
Citadel Advisors
9
Citadel Advisors
Florida
$479K -$437K -6,311 -50%
DI
10
DFPG Investments
Utah
$308K -$43K -621 -14%
RA
11
Rodgers & Associates
Pennsylvania
$290K +$267K +3,861 New
IWA
12
IVC Wealth Advisors
Pennsylvania
$236K +$217K +3,138 New
WA
13
Wambolt & Associates
Colorado
$228K +$210K +3,037 New
UBS Group
14
UBS Group
Switzerland
$201K +$1.94K +28 +1%
Bank of America
15
Bank of America
North Carolina
$63K -$69 -1 -0.1%
GWM
16
Geneos Wealth Management
Colorado
$54K – – –
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$45K +$41.7K +603 New
Osaic Holdings
18
Osaic Holdings
Arizona
$44K -$29.7K -429 -42%
AWM
19
Accel Wealth Management
Iowa
$22K +$20.4K +295 New
LFG
20
Larson Financial Group
Missouri
$17K +$15.6K +225 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$6K – – –
AWA
22
Arkadios Wealth Advisors
Georgia
$5K – – –
HH
23
Hilltop Holdings
Texas
– -$278K -4,589 Closed

ONEY Hedge Fund Activity: Q4 2020 in Review

22 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q4 2020, worth a combined $434M — up 25% from $348M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ONEY positions and 2 closed out — a net gain of 5 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was XML Financial, opening a new position worth an estimated $1.65M. The largest seller was Citadel Advisors, cutting an estimated $437K.

  • 22 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q4 2020, up from 18 in Q3 2020.
  • Funds reported $434M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q4 2020, up 25% quarter-over-quarter.
  • 7 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q4 2020 and 2 closed out, a net change of +5 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q4 2020 was XML Financial, an estimated $1.65M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q4 2020 was Citadel Advisors, an estimated $437K sold.

Based on aggregated 13F filings for Q4 2020.