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State Street SPDR Russell 1000 Yield Focus ETF

91 hedge funds and large institutions have $269M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 16

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

8% more funds holding

Funds holding: 8491 (+7)

49.92% less ownership

Funds ownership: 81.52%31.6% (-50%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

61% less capital invested

Capital invested by funds: $699M → $269M (-$430M)

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
17
Increased
45
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$56.7M +$2.16M +22,373 +4%
LPL Financial
2
LPL Financial
California
$52.1M +$92.2K +953 +0.2%
Creative Planning
3
Creative Planning
Kansas
$16.5M +$3.4M +35,113 +25%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.9M +$919K +9,507 +7%
SL
5
Systelligence LLC
Minnesota
$13.3M +$285K +2,951 +2%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$11.1M +$895K +9,252 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.5M +$8.08M +83,502 +304%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.61M +$4.01M +41,489 +145%
Mariner
9
Mariner
Kansas
$6.14M +$582K +6,018 +10%
RA
10
RFG Advisory
Alabama
$5.53M +$158K +1,631 +3%
IWM
11
IHT Wealth Management
Illinois
$5.1M +$227K +2,346 +5%
AWM
12
Aspire Wealth Management
Massachusetts
$4.78M +$10.1K +104 +0.2%
CA
13
Crumly & Associates
Illinois
$4.5M +$128K +1,328 +3%
AWA
14
Arkadios Wealth Advisors
Georgia
$4.32M +$120K +1,245 +3%
PAG
15
Private Advisor Group
New Jersey
$3.9M +$560K +5,795 +16%
Bank of America
16
Bank of America
North Carolina
$3.16M -$258K -2,665 -7%
EH
17
Equitable Holdings
New York
$3.14M +$291K +3,011 +10%
XF
18
XML Financial
Maryland
$3.07M +$328K +3,390 +12%
Jane Street
19
Jane Street
New York
$2.79M +$2.57M +26,536 +885%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.16M -$456K -4,716 -17%
Citadel Advisors
21
Citadel Advisors
Florida
$2.09M +$2.14M +22,122 New
IWC
22
Integrated Wealth Concepts
Massachusetts
$2.08M +$341K +3,529 +19%
KAS
23
Kestra Advisory Services
Texas
$2M -$24.9K -257 -1%
AWM
24
AE Wealth Management
Kansas
$1.98M -$498K -5,151 -20%
GRP
25
Global Retirement Partners
California
$1.94M +$722K +7,465 +54%

ONEY Hedge Fund Activity: Q1 2023 in Review

91 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q1 2023, worth a combined $269M — down 61% from $699M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ONEY positions and 8 closed out — a net gain of 9 holders — while 45 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $8.08M. The largest seller was Core Wealth Advisors (Florida), cutting an estimated $14.6M.

  • 91 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q1 2023, up from 84 in Q4 2022.
  • Funds reported $269M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q1 2023, down 61% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q1 2023 and 8 closed out, a net change of +9 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $8.08M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q1 2023 was Core Wealth Advisors (Florida), an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2023.