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State Street SPDR Russell 1000 Yield Focus ETF

118 hedge funds and large institutions have $604M invested in State Street SPDR Russell 1000 Yield Focus ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

17% more funds holding

Funds holding: 101118 (+17)

0.88% less ownership

Funds ownership: 79.18%78.3% (-0.88%)

11% less capital invested

Capital invested by funds: $676M → $604M (-$71.3M)

Holders
118
Holders Change
+17
Holders Change %
+16.83%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
50
Reduced
29
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$264M -$101M -891,845 -27%
Ameriprise
2
Ameriprise
Minnesota
$83.9M +$16M +142,354 +23%
LPL Financial
3
LPL Financial
California
$67.4M +$2.67M +23,664 +4%
Creative Planning
4
Creative Planning
Kansas
$28M +$3.38K +30 +0%
Raymond James Financial
5
Raymond James Financial
Florida
$22.4M +$23.1M +205,314 New
Mariner
6
Mariner
Kansas
$17.6M +$721K +6,396 +4%
LGA
7
Lebenthal Global Advisors
New York
$12.1M +$12.5M +111,316 New
KIM
8
Kestra Investment Management
Texas
$7.33M +$35.2K +312 +0.5%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$6.11M +$279K +2,474 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.6M -$1.55M -13,726 -21%
HIW
11
Holos Integrated Wealth
Pennsylvania
$5.37M +$5.55M +49,286 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.27M +$4.4M +39,015 +416%
PAG
13
Private Advisor Group
New Jersey
$5.03M -$213K -1,892 -4%
FWM
14
FMA Wealth Management
Massachusetts
$3.98M +$42.9K +381 +1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.97M +$355K +3,150 +9%
PCA
16
Pallas Capital Advisors
Massachusetts
$3.95M -$92.1K -817 -2%
FIC
17
Family Investment Center
Missouri
$3.83M +$3.38K +30 +0.1%
KWM
18
Kingsview Wealth Management
Oregon
$3.24M +$384K +3,409 +13%
EH
19
Equitable Holdings
New York
$2.52M +$242K +2,149 +10%
Bank of America
20
Bank of America
North Carolina
$2.41M +$127K +1,127 +5%
CWM
21
Collaborative Wealth Management
Florida
$2.36M +$29.3K +260 +1%
IWM
22
IHT Wealth Management
Illinois
$2.17M +$62.5K +555 +3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.01M +$1.32M +11,722 +174%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.83M -$6.76K -60 -0.4%
BF
25
Bonfire Financial
Colorado
$1.83M +$1.89M +16,810 New

ONEY Hedge Fund Activity: Q4 2024 in Review

118 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Yield Focus ETF (ONEY) for Q4 2024, worth a combined $604M — down 11% from $676M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ONEY positions and 3 closed out — a net gain of 21 holders — while 50 added to existing stakes and 29 trimmed.

The largest buyer was Ameriprise, adding an estimated $16M. The largest seller was Alaska Permanent Fund, cutting an estimated $101M.

  • 118 institutional investors held State Street SPDR Russell 1000 Yield Focus ETF (ONEY) as of Q4 2024, up from 101 in Q3 2024.
  • Funds reported $604M of State Street SPDR Russell 1000 Yield Focus ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Russell 1000 Yield Focus ETF positions in Q4 2024 and 3 closed out, a net change of +21 holders.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF buyer in Q4 2024 was Ameriprise, an estimated $16M added.
  • The largest State Street SPDR Russell 1000 Yield Focus ETF seller in Q4 2024 was Alaska Permanent Fund, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2024.