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State Street SPDR MSCI USA StrategicFactors ETF

55 hedge funds and large institutions have $200M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

86% more capital invested

Capital invested by funds: $108M → $200M (+$92M)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

20% more funds holding

Funds holding: 4655 (+9)

9.15% more ownership

Funds ownership: 48.62%57.77% (+9.2%)

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
1.19%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
12
Increased
26
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFWM
26
Wechter Feldman Wealth Management
New Jersey
$1.04M -$31.7K -374 -3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$989K +$286K +3,373 +42%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$964K -$1.95K -23 -0.2%
LA
29
LexAurum Advisors
Kansas
$942K -$29.8K -352 -3%
HighTower Advisors
30
HighTower Advisors
Illinois
$815K +$58.5K +691 +8%
RWA
31
Redhawk Wealth Advisors
Minnesota
$578K -$123K -1,450 -18%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$575K +$219K +2,584 +63%
AGA
33
Accuvest Global Advisors
Utah
$480K
SCM
34
Stonehearth Capital Management
Massachusetts
$467K +$41.7K +492 +10%
FWM
35
Frontier Wealth Management
Missouri
$458K +$10.6K +125 +2%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$375K +$130K +1,536 +54%
CW
37
CreativeOne Wealth
Kansas
$371K +$120K +1,414 +49%
VBFP
38
Valtinson Bruner Financial Planning
Minnesota
$357K
OCM
39
Oakwood Capital Management
California
$337K -$1.17M -13,765 -78%
5L
40
55I LLC
Massachusetts
$290K +$285K +3,372 New
ACM
41
Allred Capital Management
Texas
$271K -$46.1K -545 -15%
HCM
42
Hengehold Capital Management
Ohio
$253K +$249K +2,939 New
GSWM
43
Golden State Wealth Management
California
$251K +$3.47K +41 +1%
AG
44
Advisor Group
Arizona
$247K +$102K +1,199 +72%
TA
45
TMD & Associates
Arizona
$211K -$39.4K -465 -16%
DAS
46
Dynamic Advisor Solutions
Arizona
$210K +$206K +2,435 New
AF
47
Advisornet Financial
Minnesota
$144K +$108K +1,274 +318%
SFSIG
48
San Francisco Sentry Investment Group
California
$136K +$134K +1,583 New
CFGS
49
Concourse Financial Group Securities
Alabama
$105K +$22.4K +265 +28%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$102K