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State Street SPDR MSCI USA StrategicFactors ETF

111 hedge funds and large institutions have $646M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4.93% less ownership

Funds ownership: 84.31%79.38% (-4.9%)

5% less funds holding

Funds holding: 117111 (-6)

14% less capital invested

Capital invested by funds: $753M → $646M (-$107M)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
1.87%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.2%
New
8
Increased
37
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIM
26
Vista Investment Management
Pennsylvania
$3.71M +$83K +719 +2%
Bank of America
27
Bank of America
North Carolina
$3.68M +$162K +1,407 +4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$3.55M -$64.3K -557 -2%
FEG
29
Financial Enhancement Group
Indiana
$2.9M -$2.99M -25,921 -49%
LRWA
30
Long Run Wealth Advisors
New York
$2.9M +$2.77K +24 +0.1%
CAN
31
Cetera Advisor Networks
California
$2.78M +$85K +736 +3%
NA
32
NewEdge Advisors
Louisiana
$2.74M -$71.2K -617 -2%
IA
33
IFP Advisors
Florida
$2.6M
AFM
34
Andesa Financial Management
Pennsylvania
$2.45M -$344K -2,978 -12%
ML
35
McAdam LLC
Pennsylvania
$2.23M -$137K -1,190 -5%
RPG
36
Resource Planning Group
Georgia
$2.17M +$292K +2,529 +14%
FHA
37
Flagship Harbor Advisors
Massachusetts
$2.03M +$1.97M +17,073 +996%
HGERS
38
Householder Group Estate & Retirement Specialist
Arizona
$1.95M -$210K -1,823 -9%
HIA
39
Harbor Investment Advisory
Maryland
$1.8M +$40.5K +351 +2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.66M -$86.8K -752 -5%
JWBC
41
John W. Brooker & Co
California
$1.65M +$68.7K +595 +4%
PAG
42
Private Advisor Group
New Jersey
$1.51M -$189K -1,640 -11%
NWM
43
NEIRG Wealth Management
Massachusetts
$1.49M +$31.8K +275 +2%
FFN
44
Focus Financial Network
Minnesota
$1.49M +$41.9K +363 +3%
KAS
45
Kestra Advisory Services
Texas
$1.37M -$25.2K -218 -2%
GIA
46
Gladstone Institutional Advisory
Florida
$1.25M +$71.6K +620 +6%
PCM
47
Parsons Capital Management
Rhode Island
$1.17M +$214K +1,857 +21%
SSWM
48
Sheets Smith Wealth Management
North Carolina
$1.08M -$45.5K -394 -4%
PGAM
49
Princeton Global Asset Management
New Jersey
$1.06M +$11.5K +100 +1%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$997K -$551K -4,772 -34%