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State Street SPDR MSCI USA StrategicFactors ETF

65 hedge funds and large institutions have $286M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

43% more capital invested

Capital invested by funds: $200M → $286M (+$86.1M)

18% more funds holding

Funds holding: 5565 (+10)

1.57% more ownership

Funds ownership: 57.77%59.34% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.43%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
13
Increased
28
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIM
26
Vista Investment Management
Pennsylvania
$1.4M +$1.38M +15,809 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.25M +$223K +2,551 +22%
WFWM
28
Wechter Feldman Wealth Management
New Jersey
$1.19M +$121K +1,385 +11%
UCFA
29
United Capital Financial Advisors
Texas
$1.12M -$58K -662 -5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.03M +$32.9K +376 +3%
LA
31
LexAurum Advisors
Kansas
$989K +$18.6K +212 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$863K +$16.3K +186 +2%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$842K +$449K +5,126 +118%
Jane Street
34
Jane Street
New York
$759K -$2.88M -32,873 -79%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$710K +$117K +1,331 +20%
CW
36
CreativeOne Wealth
Kansas
$705K +$318K +3,631 +84%
ML
37
McAdam LLC
Pennsylvania
$684K +$675K +7,706 New
RWA
38
Redhawk Wealth Advisors
Minnesota
$605K +$9.64K +110 +2%
SCM
39
Stonehearth Capital Management
Massachusetts
$507K +$25.5K +291 +5%
FWM
40
Frontier Wealth Management
Missouri
$460K -$11.4K -130 -2%
AG
41
Advisor Group
Arizona
$368K +$112K +1,282 +45%
VBFP
42
Valtinson Bruner Financial Planning
Minnesota
$367K
SFSIG
43
San Francisco Sentry Investment Group
California
$365K +$221K +2,527 +160%
AGA
44
Accuvest Global Advisors
Utah
$350K -$143K -1,630 -29%
OCM
45
Oakwood Capital Management
California
$347K
HCM
46
Hengehold Capital Management
Ohio
$311K +$49.1K +560 +19%
DAS
47
Dynamic Advisor Solutions
Arizona
$304K +$87.2K +995 +41%
W
48
Wealthquest
Ohio
$290K +$287K +3,273 New
IA
49
IFP Advisors
Florida
$286K +$283K +3,233 New
ACM
50
Allred Capital Management
Texas
$259K -$13.8K -157 -5%