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State Street SPDR MSCI Emerging Markets StrategicFactors ETF

28 hedge funds and large institutions have $29.5M invested in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $21.6M → $29.5M (+$7.9M)

26.25% more ownership

Funds ownership: 49.84%76.1% (+26%)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

13% less funds holding

Funds holding: 3228 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
28
Holders Change
-4
Holders Change %
-12.5%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.5M +$4.72M +84,876 +592%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.73M +$4.7M +84,609 +10,331%
BFA
3
BMS Financial Advisors
South Dakota
$3.84M +$3.85M +69,353 New
LPL Financial
4
LPL Financial
California
$3.18M -$65.6K -1,180 -2%
AP
5
Appleton Partners
Massachusetts
$1.93M -$665K -11,967 -26%
MMA
6
Miracle Mile Advisors
California
$1.56M +$2.85M +51,363 New
Ameriprise
7
Ameriprise
Minnesota
$1.25M +$459K +8,257 +58%
Morgan Stanley
8
Morgan Stanley
New York
$939K +$125K +2,252 +15%
CWM
9
Cabot Wealth Management
Massachusetts
$822K +$49.1K +883 +6%
ASN
10
Advisory Services Network
Georgia
$784K +$786K +14,145 New
Bank of America
11
Bank of America
North Carolina
$761K +$14K +252 +2%
AL
12
Aspiriant LLC
California
$737K -$60.4K -1,087 -8%
OFG
13
OmniStar Financial Group
North Carolina
$680K -$85.8K -1,544 -11%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$546K +$1.11K +20 +0.2%
UBS Group
15
UBS Group
Switzerland
$532K +$16.1K +289 +3%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$484K -$495K -8,905 -51%
LFS
17
Lutz Financial Services
Nebraska
$284K
KW
18
KWB Wealth
California
$242K
SPA
19
Sentinel Pension Advisors
Massachusetts
$236K -$778 -14 -0.3%
CAL
20
Capital Advisors Ltd
Ohio
$217K -$444 -8 -0.2%
ADL
21
Asset Dedication LLC
California
$106K
GWM
22
Geneos Wealth Management
Colorado
$85.3K +$1.11K +20 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$20K -$1.11K -20 -5%
RCM
24
Raleigh Capital Management
North Carolina
$15.5K +$15.5K +279 New
AF
25
Advisornet Financial
Minnesota
$8.81K

QEMM Hedge Fund Activity: Q2 2023 in Review

28 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) for Q2 2023, worth a combined $29.5M — up 37% from $21.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of QEMM and 4 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 9 added.

The largest buyer was Envestnet Asset Management, adding an estimated $4.72M. The largest seller was Jane Street, exiting entirely with an estimated $3.44M sold.

  • 28 institutional investors held State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) as of Q2 2023, down from 32 in Q1 2023.
  • Funds reported $29.5M of State Street SPDR MSCI Emerging Markets StrategicFactors ETF stock for Q2 2023, up 37% quarter-over-quarter.
  • 4 funds opened new State Street SPDR MSCI Emerging Markets StrategicFactors ETF positions in Q2 2023 and 8 closed out, a net change of -4 holders.
  • The largest State Street SPDR MSCI Emerging Markets StrategicFactors ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $4.72M added.
  • The largest State Street SPDR MSCI Emerging Markets StrategicFactors ETF seller in Q2 2023 was Jane Street, an estimated $3.44M sold.

Based on aggregated 13F filings for Q2 2023.