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State Street SPDR Russell 1000 Yield Focus ETF

41 hedge funds and large institutions have $578M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

37% more funds holding

Funds holding: 3041 (+11)

9% more capital invested

Capital invested by funds: $530M → $578M (+$47.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.94% less ownership

Funds ownership: 91.15%88.21% (-2.9%)

Holders
41
Holders Change
+11
Holders Change %
+36.67%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
14
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$533M
LPL Financial
2
LPL Financial
California
$8.85M +$1.49M +15,739 +20%
SL
3
Systelligence LLC
Minnesota
$8.63M +$4.57M +48,290 +113%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.8M +$4.29M +45,256 +844%
IWM
5
IHT Wealth Management
Illinois
$4.07M +$829K +8,758 +26%
RFN
6
RDA Financial Network
Iowa
$2.8M +$3.22K +34 +0.1%
XF
7
XML Financial
Maryland
$2.35M +$103K +1,085 +5%
IMC Chicago
8
IMC Chicago
Illinois
$2.17M +$2.17M +22,904 New
Ameriprise
9
Ameriprise
Minnesota
$1.19M +$1.19M +12,519 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.01M -$51.1K -540 -5%
Citadel Advisors
11
Citadel Advisors
Florida
$979K +$977K +10,318 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$952K -$75.3K -795 -7%
MML Investors Services
13
MML Investors Services
Massachusetts
$890K +$889K +9,382 New
Baird Financial Group
14
Baird Financial Group
Wisconsin
$847K -$42.2K -446 -5%
TRCT
15
Tower Research Capital (TRC)
New York
$617K +$616K +6,501 New
LFG
16
Larson Financial Group
Missouri
$567K +$388K +4,092 +217%
CAN
17
Cetera Advisor Networks
California
$548K +$37.9K +400 +7%
IA
18
Insight Advisors
Pennsylvania
$367K +$152K +1,606 +71%
DI
19
DFPG Investments
Utah
$306K
RA
20
Rodgers & Associates
Pennsylvania
$301K -$27.8K -294 -8%
IWA
21
IVC Wealth Advisors
Pennsylvania
$296K +$48.3K +510 +20%
Jane Street
22
Jane Street
New York
$296K +$296K +3,125 New
Osaic Holdings
23
Osaic Holdings
Arizona
$281K +$205K +2,165 +272%
WA
24
Wambolt & Associates
Colorado
$280K -$6.63K -70 -2%
KWM
25
Kingsview Wealth Management
Oregon
$275K +$273K +2,885 New

ONEY Hedge Fund Activity: Q2 2021 in Review

41 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q2 2021, worth a combined $578M — up 9% from $530M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ONEY positions and 2 closed out — a net gain of 12 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Systelligence LLC, adding an estimated $4.57M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $480K sold.

  • 41 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q2 2021, up from 30 in Q1 2021.
  • Funds reported $578M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q2 2021, up 9% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q2 2021 and 2 closed out, a net change of +12 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q2 2021 was Systelligence LLC, an estimated $4.57M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q2 2021 was Susquehanna International Group, an estimated $480K sold.

Based on aggregated 13F filings for Q2 2021.