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State Street SPDR MSCI Emerging Markets StrategicFactors ETF

39 hedge funds and large institutions have $54.1M invested in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

0% more funds holding

Funds holding: 3939 (0)

4.25% less ownership

Funds ownership: 38.46%34.21% (-4.2%)

31% less capital invested

Capital invested by funds: $77.9M → $54.1M (-$23.8M)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$18.7M +$1.14M +20,568 +5%
HighTower Advisors
2
HighTower Advisors
Illinois
$7.04M +$3.78M +68,166 +83%
AP
3
Appleton Partners
Massachusetts
$6.71M -$33.7K -607 -0.4%
Bank of America
4
Bank of America
North Carolina
$5.65M +$2.6M +46,862 +63%
CW
5
CreativeOne Wealth
Kansas
$1.81M -$235K -4,246 -10%
LPL Financial
6
LPL Financial
California
$1.77M +$29.7K +536 +1%
Ameriprise
7
Ameriprise
Minnesota
$1.45M -$3.69M -66,531 -68%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.27M +$221K +3,982 +17%
OWA
9
Outlook Wealth Advisors
Texas
$1.13M +$82.7K +1,492 +7%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.12M +$1.32M +23,864 New
SPA
11
Sentinel Pension Advisors
Massachusetts
$1.07M +$275K +4,962 +28%
Citadel Advisors
12
Citadel Advisors
Florida
$1.02M +$1.2M +21,724 New
AL
13
Aspiriant LLC
California
$828K -$200K -3,602 -17%
Jane Street
14
Jane Street
New York
$809K +$681K +12,284 +246%
ADL
15
Asset Dedication LLC
California
$777K -$1.22M -21,931 -57%
GM
16
GeoWealth Management
Illinois
$540K -$457K -8,240 -42%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$423K -$8.26M -148,928 -95%
SFP
18
Strategic Financial Partners
Oregon
$362K -$124K -2,234 -22%
FWM
19
Focused Wealth Management
New York
$323K
LFS
20
Lutz Financial Services
Nebraska
$281K -$1.74M -31,354 -84%
PA
21
Paracle Advisors
Washington
$280K +$332K +5,991 New
Morgan Stanley
22
Morgan Stanley
New York
$185K +$1.27K +23 +0.6%
CAL
23
Capital Advisors Ltd
Ohio
$139K -$350K -6,320 -68%
UBS Group
24
UBS Group
Switzerland
$88K +$62.5K +1,128 +149%
AF
25
Advisornet Financial
Minnesota
$83K -$1.33K -24 -1%

QEMM Hedge Fund Activity: Q1 2020 in Review

39 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) for Q1 2020, worth a combined $54.1M — down 31% from $77.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new QEMM positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 17 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $3.78M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $8.26M.

  • 39 institutional investors held State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $54.1M of State Street SPDR MSCI Emerging Markets StrategicFactors ETF stock for Q1 2020, down 31% quarter-over-quarter.
  • 6 funds opened new State Street SPDR MSCI Emerging Markets StrategicFactors ETF positions in Q1 2020 and 4 closed out, a net change of +2 holders.
  • The largest State Street SPDR MSCI Emerging Markets StrategicFactors ETF buyer in Q1 2020 was HighTower Advisors, an estimated $3.78M added.
  • The largest State Street SPDR MSCI Emerging Markets StrategicFactors ETF seller in Q1 2020 was Wealth Enhancement Advisory Services, an estimated $8.26M sold.

Based on aggregated 13F filings for Q1 2020.