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State Street SPDR MSCI USA StrategicFactors ETF

97 hedge funds and large institutions have $540M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

64% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 25

34% more capital invested

Capital invested by funds: $403M → $540M (+$137M)

9% more funds holding

Funds holding: 8997 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

8.45% less ownership

Funds ownership: 77.48%69.02% (-8.5%)

Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
1.99%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
21
Increased
41
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AMM
26
American Money Management
California
$4.73M +$113K +1,320 +3%
OWA
27
Outlook Wealth Advisors
Texas
$4.24M -$265K -3,112 -6%
SPA
28
Sentinel Pension Advisors
Massachusetts
$3.77M +$80.9K +948 +2%
RFM
29
Royal Fund Management
Florida
$3.76M +$24.3K +285 +0.7%
GWAG
30
Garrett Wealth Advisory Group
Texas
$3.72M +$3.58M +41,973 New
SAM
31
Stringer Asset Management
Tennessee
$3.7M -$908K -10,651 -20%
FHA
32
Flagship Harbor Advisors
Massachusetts
$3.19M +$301K +3,529 +11%
ML
33
McAdam LLC
Pennsylvania
$2.97M +$435K +5,096 +18%
SSWM
34
Sheets Smith Wealth Management
North Carolina
$2.68M -$290K -3,397 -10%
AFM
35
Andesa Financial Management
Pennsylvania
$2.48M -$3.38M -39,616 -58%
Morgan Stanley
36
Morgan Stanley
New York
$2.47M +$281K +3,290 +13%
VIM
37
Vista Investment Management
Pennsylvania
$2.38M +$160K +1,880 +8%
SWP
38
Stratos Wealth Partners
Ohio
$2.02M +$1.95M +22,858 New
CWM
39
Cornerstone Wealth Management
Missouri
$1.93M +$1.14M +13,349 +157%
Citadel Advisors
40
Citadel Advisors
Florida
$1.48M +$1.43M +16,797 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.43M +$1.12M +13,160 +440%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.37M +$104K +1,217 +9%
LA
43
LexAurum Advisors
Kansas
$1.37M -$104K -1,225 -7%
NEIRG
44
New England Investment & Retirement Group
Massachusetts
$1.35M +$1.31M +15,310 New
NA
45
NewEdge Advisors
Louisiana
$1.22M -$35.1K -412 -3%
UCFA
46
United Capital Financial Advisors
Texas
$1.06M -$23.6K -277 -2%
HighTower Advisors
47
HighTower Advisors
Illinois
$931K +$38.2K +448 +4%
PGAM
48
Princeton Global Asset Management
New Jersey
$928K +$569K +6,675 +174%
PAG
49
Private Advisor Group
New Jersey
$866K -$401K -4,698 -32%
JWBC
50
John W. Brooker & Co
California
$748K +$10.7K +125 +1%