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State Street SPDR Russell 1000 Yield Focus ETF

38 hedge funds and large institutions have $573M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $578M → $573M (-$4.64M)

2.12% less ownership

Funds ownership: 88.21%86.09% (-2.1%)

7% less funds holding

Funds holding: 4138 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
17
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$523M
LPL Financial
2
LPL Financial
California
$12.5M +$3.89M +40,764 +44%
SL
3
Systelligence LLC
Minnesota
$10.6M +$2.2M +23,111 +25%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$6.26M +$1.58M +16,580 +33%
IWM
5
IHT Wealth Management
Illinois
$4.97M +$992K +10,402 +24%
RFN
6
RDA Financial Network
Iowa
$2.75M -$2.29K -24 -0.1%
XF
7
XML Financial
Maryland
$2.31M +$2.48K +26 +0.1%
MML Investors Services
8
MML Investors Services
Massachusetts
$1.24M +$376K +3,943 +42%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$954K +$19.1K +200 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$932K -$56.9K -597 -6%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$873K +$42.1K +441 +5%
APWA
12
Atlas Private Wealth Advisors
New Jersey
$690K +$707K +7,409 New
AWA
13
Arkadios Wealth Advisors
Georgia
$643K +$653K +6,843 +9,917%
LFG
14
Larson Financial Group
Missouri
$557K +$191 +2 +0%
CAN
15
Cetera Advisor Networks
California
$531K -$7.54K -79 -1%
BAM
16
Belpointe Asset Management
Nevada
$511K +$523K +5,486 New
IA
17
Insight Advisors
Pennsylvania
$428K +$48.3K +506 +13%
Osaic Holdings
18
Osaic Holdings
Arizona
$417K +$143K +1,502 +51%
KWM
19
Kingsview Wealth Management
Oregon
$348K +$81.4K +853 +30%
DAS
20
Dynamic Advisor Solutions
Arizona
$331K +$135K +1,415 +66%
RA
21
Rodgers & Associates
Pennsylvania
$294K -$2.38K -25 -0.8%
IWA
22
IVC Wealth Advisors
Pennsylvania
$291K
WA
23
Wambolt & Associates
Colorado
$276K
DI
24
DFPG Investments
Utah
$270K -$41.5K -435 -13%
MSFS
25
Main Street Financial Solutions
Pennsylvania
$202K -$6.68K -70 -3%

ONEY Hedge Fund Activity: Q3 2021 in Review

38 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q3 2021, worth a combined $573M — down 0.8% from $578M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ONEY and 4 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 17 added.

The largest buyer was LPL Financial, adding an estimated $3.89M. The largest seller was IMC Chicago, exiting entirely with an estimated $2.17M sold.

  • 38 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q3 2021, down from 41 in Q2 2021.
  • Funds reported $573M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q3 2021, down 0.8% quarter-over-quarter.
  • 4 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q3 2021 and 6 closed out, a net change of -2 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q3 2021 was LPL Financial, an estimated $3.89M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q3 2021 was IMC Chicago, an estimated $2.17M sold.

Based on aggregated 13F filings for Q3 2021.