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State Street SPDR MSCI USA StrategicFactors ETF

119 hedge funds and large institutions have $808M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

20% more capital invested

Capital invested by funds: $675M → $808M (+$132M)

16% more funds holding

Funds holding: 103119 (+16)

5.1% more ownership

Funds ownership: 70.5%75.61% (+5.1%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

23% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 40

Holders
119
Holders Change
+16
Holders Change %
+15.53%
% of All Funds
1.83%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.2%
New
27
Increased
31
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.78M +$71.1K +563 +2%
Bank of America
27
Bank of America
North Carolina
$4.44M +$281K +2,224 +7%
VIM
28
Vista Investment Management
Pennsylvania
$4.38M +$58.9K +466 +1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$4.33M +$2.74M +21,680 +189%
LRWA
30
Long Run Wealth Advisors
New York
$3.61M +$3.48M +27,577 New
AFM
31
Andesa Financial Management
Pennsylvania
$3.46M -$3.21M -25,369 -49%
CAN
32
Cetera Advisor Networks
California
$3.41M +$120K +949 +4%
NA
33
NewEdge Advisors
Louisiana
$3.33M -$38.5K -305 -1%
SB
34
Strategic Blueprint
Georgia
$3.15M +$709K +5,613 +30%
LA
35
LexAurum Advisors
Kansas
$3.01M +$309K +2,445 +12%
ML
36
McAdam LLC
Pennsylvania
$2.97M -$125K -988 -4%
HGERS
37
Householder Group Estate & Retirement Specialist
Arizona
$2.87M +$2.77M +21,950 New
CWM
38
Cornerstone Wealth Management
Missouri
$2.85M -$337K -2,670 -11%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.14M -$147K -1,160 -7%
JWBC
40
John W. Brooker & Co
California
$1.81M +$185K +1,466 +12%
HIA
41
Harbor Investment Advisory
Maryland
$1.75M +$1M +7,924 +144%
NWM
42
NEIRG Wealth Management
Massachusetts
$1.72M +$1.66M +13,129 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.48M +$961K +7,602 +206%
RPG
44
Resource Planning Group
Georgia
$1.37M +$813K +6,436 +160%
SSWM
45
Sheets Smith Wealth Management
North Carolina
$1.32M -$272K -2,149 -18%
PGAM
46
Princeton Global Asset Management
New Jersey
$1.24M -$11.8K -93 -1%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.23M -$38.2K -302 -3%
WSWA
48
Warren Street Wealth Advisors
California
$1.22M +$1.18M +9,369 New
SWP
49
Stratos Wealth Partners
Ohio
$1.14M -$12K -95 -1%
BFAG
50
Blackston Financial Advisory Group
Florida
$1.12M +$1.09M +8,603 New