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State Street SPDR MSCI Emerging Markets StrategicFactors ETF

39 hedge funds and large institutions have $77.9M invested in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 10 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

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

18% more funds holding

Funds holding: 3339 (+6)

17% more capital invested

Capital invested by funds: $66.4M → $77.9M (+$11.5M)

14.25% more ownership

Funds ownership: 24.2%38.46% (+14%)

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$23.1M +$369K +6,210 +2%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$9.58M +$1.66M +28,002 +22%
AP
3
Appleton Partners
Massachusetts
$8.76M +$141K +2,374 +2%
Ameriprise
4
Ameriprise
Minnesota
$5.99M -$298K -5,016 -5%
HighTower Advisors
5
HighTower Advisors
Illinois
$5M +$312K +5,260 +7%
Bank of America
6
Bank of America
North Carolina
$4.49M +$3.59M +60,494 +453%
CW
7
CreativeOne Wealth
Kansas
$2.61M +$295K +4,966 +13%
ADL
8
Asset Dedication LLC
California
$2.34M -$14.2K -239 -0.6%
LPL Financial
9
LPL Financial
California
$2.27M +$1.07M +17,948 +92%
LFS
10
Lutz Financial Services
Nebraska
$2.27M +$39.3K +662 +2%
TCA
11
Transcend Capital Advisors
New Jersey
$1.84M +$1.8M +30,335 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.41M +$1.38M +23,253 New
OWA
13
Outlook Wealth Advisors
Texas
$1.37M -$404K -6,801 -23%
AL
14
Aspiriant LLC
California
$1.29M
GM
15
GeoWealth Management
Illinois
$1.2M -$1.7M -28,606 -59%
SPA
16
Sentinel Pension Advisors
Massachusetts
$1.09M +$1.07M +17,972 New
SFP
17
Strategic Financial Partners
Oregon
$606K +$591K +9,965 New
CAL
18
Capital Advisors Ltd
Ohio
$565K +$2.02K +34 +0.4%
FWM
19
Focused Wealth Management
New York
$420K
W
20
Wealthquest
Ohio
$333K -$26.7K -450 -8%
Jane Street
21
Jane Street
New York
$304K -$1.97M -33,162 -87%
CA
22
Continuum Advisory
Idaho
$242K +$831 +14 +0.4%
Morgan Stanley
23
Morgan Stanley
New York
$239K -$92K -1,550 -28%
GWM
24
Geneos Wealth Management
Colorado
$127K -$20.8K -351 -14%
AF
25
Advisornet Financial
Minnesota
$109K +$4.63K +78 +5%

QEMM Hedge Fund Activity: Q4 2019 in Review

39 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) for Q4 2019, worth a combined $77.9M — up 17% from $66.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QEMM positions and 3 closed out — a net gain of 6 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $3.59M. The largest seller was Jane Street, cutting an estimated $1.97M.

  • 39 institutional investors held State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) as of Q4 2019, up from 33 in Q3 2019.
  • Funds reported $77.9M of State Street SPDR MSCI Emerging Markets StrategicFactors ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 9 funds opened new State Street SPDR MSCI Emerging Markets StrategicFactors ETF positions in Q4 2019 and 3 closed out, a net change of +6 holders.
  • The largest State Street SPDR MSCI Emerging Markets StrategicFactors ETF buyer in Q4 2019 was Bank of America, an estimated $3.59M added.
  • The largest State Street SPDR MSCI Emerging Markets StrategicFactors ETF seller in Q4 2019 was Jane Street, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2019.