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State Street SPDR MSCI Emerging Markets StrategicFactors ETF

33 hedge funds and large institutions have $74.4M invested in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

22% more funds holding

Funds holding: 2733 (+6)

19% more capital invested

Capital invested by funds: $62.4M → $74.4M (+$12M)

1.84% more ownership

Funds ownership: 28.91%30.75% (+1.8%)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$20.3M -$550K -8,731 -3%
Bank of America
2
Bank of America
North Carolina
$7.76M +$227K +3,605 +3%
Ameriprise
3
Ameriprise
Minnesota
$7.75M +$69.6K +1,105 +0.9%
State Street
4
State Street
Massachusetts
$7.14M -$79.8K -1,267 -1%
AP
5
Appleton Partners
Massachusetts
$5.93M +$710K +11,285 +14%
HighTower Advisors
6
HighTower Advisors
Illinois
$5.08M +$180K +2,852 +4%
Morgan Stanley
7
Morgan Stanley
New York
$3.96M +$1.22M +19,381 +46%
LPL Financial
8
LPL Financial
California
$3.31M +$3.02M +47,955 +1,451%
LFAS
9
Level Four Advisory Services
Texas
$2.94M +$305K +4,843 +12%
LFS
10
Lutz Financial Services
Nebraska
$2.42M +$2.36M +37,492 New
CWM
11
Cornerstone Wealth Management
Missouri
$1.59M +$29.9K +475 +2%
FAM
12
Formidable Asset Management
Ohio
$944K +$921K +14,636 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$864K +$844K +13,403 New
ADL
14
Asset Dedication LLC
California
$710K +$31.9K +507 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$686K +$670K +10,638 New
Citigroup
16
Citigroup
New York
$606K +$84.2K +1,338 +17%
PA
17
Paracle Advisors
Washington
$543K +$126 +2 +0%
RJA
18
Raymond James & Associates
Florida
$531K -$2.14K -34 -0.4%
BCI
19
Brinker Capital Investments
Pennsylvania
$276K
Citadel Advisors
20
Citadel Advisors
Florida
$235K +$229K +3,639 New
Stifel Financial
21
Stifel Financial
Missouri
$212K -$8.63K -137 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$197K +$24.2K +384 +14%
NB
23
Nicolet Bankshares
Wisconsin
$117K
UBS Group
24
UBS Group
Switzerland
$81K -$2.64K -42 -3%
CA
25
Calton & Associates
Florida
$62K +$57.2K +909 New

QEMM Hedge Fund Activity: Q4 2017 in Review

33 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) for Q4 2017, worth a combined $74.4M — up 19% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QEMM positions and 3 closed out — a net gain of 6 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.02M. The largest seller was Aspiriant LLC, exiting entirely with an estimated $1.39M sold.

  • 33 institutional investors held State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) as of Q4 2017, up from 27 in Q3 2017.
  • Funds reported $74.4M of State Street SPDR MSCI Emerging Markets StrategicFactors ETF stock for Q4 2017, up 19% quarter-over-quarter.
  • 9 funds opened new State Street SPDR MSCI Emerging Markets StrategicFactors ETF positions in Q4 2017 and 3 closed out, a net change of +6 holders.
  • The largest State Street SPDR MSCI Emerging Markets StrategicFactors ETF buyer in Q4 2017 was LPL Financial, an estimated $3.02M added.
  • The largest State Street SPDR MSCI Emerging Markets StrategicFactors ETF seller in Q4 2017 was Aspiriant LLC, an estimated $1.39M sold.

Based on aggregated 13F filings for Q4 2017.