State Street SPDR MSCI USA StrategicFactors ETF
125 hedge funds and large institutions have $708M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 55 reducing their positions, and 6 closing their positions.
350% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 6
17% more funds holding
Funds holding: 107 → 125 (+18)
11% more capital invested
Capital invested by funds: $641M → $708M (+$67.5M)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
5.01% less ownership
Funds ownership: 84.19% → 79.18% (-5%)
53% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ES
Eagle Strategies
New York
|
+$14.4M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$7.3M |
| 3 |
Cerity Partners
New York
|
+$6.96M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$5.64M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$28.6M |
| 2 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
-$4.25M |
| 3 |
VFM
Valley Financial Management
New York
|
-$3.09M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.78M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$2.71M |
QUS Hedge Fund Activity: Q4 2022 in Review
125 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q4 2022, worth a combined $708M — up 11% from $641M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new QUS positions and 6 closed out — a net gain of 21 holders — while 26 added to existing stakes and 55 trimmed.
The largest buyer was Eagle Strategies, opening a new position worth an estimated $14.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $28.6M.
- 125 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q4 2022, up from 107 in Q3 2022.
- Funds reported $708M of State Street SPDR MSCI USA StrategicFactors ETF stock for Q4 2022, up 11% quarter-over-quarter.
- 27 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q4 2022 and 6 closed out, a net change of +21 holders.
- The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q4 2022 was Eagle Strategies, an estimated $14.4M added.
- The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $28.6M sold.
Based on aggregated 13F filings for Q4 2022.