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State Street SPDR Russell 1000 Yield Focus ETF

63 hedge funds and large institutions have $670M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

136% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 11

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

29% more funds holding

Funds holding: 4963 (+14)

3% more capital invested

Capital invested by funds: $647M → $670M (+$22.4M)

2.18% less ownership

Funds ownership: 88.72%86.53% (-2.2%)

Holders
63
Holders Change
+14
Holders Change %
+28.57%
% of All Funds
0.99%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
19
Increased
26
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$518M -$50.7M -510,000 -9%
HWM
2
Horizon Wealth Management
Illinois
$23.4M -$57.5K -578 -0.2%
LPL Financial
3
LPL Financial
California
$21.1M +$2.3M +23,080 +13%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$20.5M +$20.1M +201,914 New
SL
5
Systelligence LLC
Minnesota
$10.5M -$644K -6,474 -6%
APWA
6
Atlas Private Wealth Advisors
New Jersey
$9.6M +$5.39M +54,202 +134%
BIM
7
Bullseye Investment Management
Ohio
$7.42M +$7.28M +73,191 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$7.08M +$608K +6,113 +10%
AWA
9
Arkadios Wealth Advisors
Georgia
$3.9M +$210K +2,110 +6%
IWM
10
IHT Wealth Management
Illinois
$3.86M -$1.19M -11,963 -24%
Ameriprise
11
Ameriprise
Minnesota
$3.84M +$3.76M +37,841 New
AWM
12
Aspire Wealth Management
Massachusetts
$3.7M +$2.55M +25,598 +235%
RFN
13
RDA Financial Network
Iowa
$3.13M +$105K +1,055 +4%
Bank of America
14
Bank of America
North Carolina
$2.83M +$2.47M +24,807 +800%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.74M +$2.44M +24,509 +983%
XF
16
XML Financial
Maryland
$2.58M +$40.7K +409 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.94M +$682K +6,855 +56%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.91M +$587K +5,902 +46%
GLA
19
Good Life Advisors
Pennsylvania
$1.71M +$1.67M +16,832 New
Creative Planning
20
Creative Planning
Kansas
$1.59M +$1.56M +15,635 New
Mariner
21
Mariner
Kansas
$1.5M +$1.47M +14,744 New
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.47M +$26.7K +268 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.2M +$189K +1,895 +19%
PAG
24
Private Advisor Group
New Jersey
$959K +$666K +6,692 +242%
CFGS
25
Concourse Financial Group Securities
Alabama
$821K +$805K +8,090 New

ONEY Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q1 2022, worth a combined $670M — up 3.5% from $647M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ONEY positions and 3 closed out — a net gain of 16 holders — while 26 added to existing stakes and 11 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $20.1M. The largest seller was Alaska Permanent Fund, cutting an estimated $50.7M.

  • 63 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q1 2022, up from 49 in Q4 2021.
  • Funds reported $670M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q1 2022, up 3.5% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q1 2022 and 3 closed out, a net change of +16 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q1 2022 was Raymond James Financial Services Advisors, an estimated $20.1M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q1 2022 was Alaska Permanent Fund, an estimated $50.7M sold.

Based on aggregated 13F filings for Q1 2022.