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State Street SPDR MSCI USA StrategicFactors ETF

96 hedge funds and large institutions have $682M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $646M → $682M (+$36.1M)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0.43% less ownership

Funds ownership: 72.12%71.69% (-0.43%)

4% less funds holding

Funds holding: 10096 (-4)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
1.67%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
8
Increased
35
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIM
26
Vista Investment Management
Pennsylvania
$3.89M +$62.8K +539 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.54M -$121K -1,041 -3%
CWM
28
Cornerstone Wealth Management
Missouri
$3.45M +$29.1K +250 +0.9%
NA
29
NewEdge Advisors
Louisiana
$3.39M +$1.84M +15,805 +125%
CAN
30
Cetera Advisor Networks
California
$3.06M +$2.98M +25,609 New
ML
31
McAdam LLC
Pennsylvania
$2.95M -$98.1K -842 -3%
SWP
32
Stratos Wealth Partners
Ohio
$2.31M +$49.7K +427 +2%
LA
33
LexAurum Advisors
Kansas
$2.29M -$133K -1,142 -6%
NEIRG
34
New England Investment & Retirement Group
Massachusetts
$1.56M -$158K -1,357 -9%
SSWM
35
Sheets Smith Wealth Management
North Carolina
$1.5M -$120K -1,033 -8%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$1.33M +$16.5K +142 +1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.31M -$3.72M -31,920 -74%
CAAS
38
Capital Asset Advisory Services
Michigan
$1.24M +$92.2K +791 +8%
JWBC
39
John W. Brooker & Co
California
$1.23M +$138K +1,182 +13%
PGAM
40
Princeton Global Asset Management
New Jersey
$1.19M -$17.9K -154 -2%
SB
41
Strategic Blueprint
Georgia
$1.09M +$529K +4,543 +99%
AAS
42
Avantax Advisory Services
Texas
$930K +$908K +7,790 New
Goldman Sachs
43
Goldman Sachs
New York
$884K
PCM
44
Parsons Capital Management
Rhode Island
$881K +$36.5K +313 +4%
SFSIG
45
San Francisco Sentry Investment Group
California
$835K +$1.4K +12 +0.2%
IAN
46
Integrated Advisors Network
Texas
$701K -$45.1K -387 -6%
DA
47
Detalus Advisors
Missouri
$660K
CPW
48
Catalyst Private Wealth
California
$628K -$235K -2,015 -28%
LIA
49
LBMC Investment Advisors
Tennessee
$623K +$608K +5,215 New
MFG
50
Merit Financial Group
Georgia
$621K