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State Street SPDR MSCI Emerging Markets StrategicFactors ETF

35 hedge funds and large institutions have $62.4M invested in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $54.1M → $62.4M (+$8.36M)

4.86% more ownership

Funds ownership: 34.21%39.07% (+4.9%)

10% less funds holding

Funds holding: 3935 (-4)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$21.1M +$73.3K +1,457 +0.4%
Bank of America
2
Bank of America
North Carolina
$9.33M +$2.84M +56,450 +47%
HighTower Advisors
3
HighTower Advisors
Illinois
$8.46M +$523K +10,407 +7%
AP
4
Appleton Partners
Massachusetts
$7.08M -$449K -8,929 -6%
Citadel Advisors
5
Citadel Advisors
Florida
$2.46M +$1.26M +25,032 +115%
LPL Financial
6
LPL Financial
California
$2.11M +$108K +2,140 +6%
SPA
7
Sentinel Pension Advisors
Massachusetts
$1.65M +$417K +8,296 +36%
CW
8
CreativeOne Wealth
Kansas
$1.5M -$509K -10,113 -26%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.43M +$151 +3 +0%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$1.33M +$759K +15,088 +177%
OWA
11
Outlook Wealth Advisors
Texas
$1.2M -$68.3K -1,358 -6%
ADL
12
Asset Dedication LLC
California
$773K -$101K -2,017 -12%
AL
13
Aspiriant LLC
California
$758K -$167K -3,312 -19%
Jane Street
14
Jane Street
New York
$703K -$198K -3,930 -23%
FWM
15
Focused Wealth Management
New York
$366K +$3.07K +61 +0.9%
Ameriprise
16
Ameriprise
Minnesota
$362K -$1.26M -25,103 -79%
GM
17
GeoWealth Management
Illinois
$319K -$276K -5,491 -48%
SFP
18
Strategic Financial Partners
Oregon
$287K -$115K -2,290 -30%
LFS
19
Lutz Financial Services
Nebraska
$284K -$30.6K -608 -10%
CWM
20
Cabot Wealth Management
Massachusetts
$255K +$244K +4,843 New
Morgan Stanley
21
Morgan Stanley
New York
$152K -$53.5K -1,064 -27%
AF
22
Advisornet Financial
Minnesota
$94K +$704 +14 +0.8%
CAL
23
Capital Advisors Ltd
Ohio
$92K -$61.6K -1,225 -41%
Osaic Holdings
24
Osaic Holdings
Arizona
$90K +$41.5K +826 +94%
EIP
25
Ellis Investment Partners
Pennsylvania
$67K +$302 +6 +0.5%

QEMM Hedge Fund Activity: Q2 2020 in Review

35 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) for Q2 2020, worth a combined $62.4M — up 15% from $54.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of QEMM and 4 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 13 added.

The largest buyer was Bank of America, adding an estimated $2.84M. The largest seller was Ameriprise, cutting an estimated $1.26M.

  • 35 institutional investors held State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) as of Q2 2020, down from 39 in Q1 2020.
  • Funds reported $62.4M of State Street SPDR MSCI Emerging Markets StrategicFactors ETF stock for Q2 2020, up 15% quarter-over-quarter.
  • 4 funds opened new State Street SPDR MSCI Emerging Markets StrategicFactors ETF positions in Q2 2020 and 7 closed out, a net change of -3 holders.
  • The largest State Street SPDR MSCI Emerging Markets StrategicFactors ETF buyer in Q2 2020 was Bank of America, an estimated $2.84M added.
  • The largest State Street SPDR MSCI Emerging Markets StrategicFactors ETF seller in Q2 2020 was Ameriprise, an estimated $1.26M sold.

Based on aggregated 13F filings for Q2 2020.