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State Street SPDR MSCI USA StrategicFactors ETF

127 hedge funds and large institutions have $744M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

2% more funds holding

Funds holding: 125127 (+2)

5% more capital invested

Capital invested by funds: $708M → $744M (+$35.3M)

0.46% less ownership

Funds ownership: 79.18%78.72% (-0.46%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

35% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 51

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
2.02%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
18
Increased
33
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPG
26
Resource Planning Group
Georgia
$5.13M +$823K +7,263 +20%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5M -$708K -6,245 -13%
MFG
28
Merit Financial Group
Georgia
$4.48M -$1.11M -9,778 -20%
VIM
29
Vista Investment Management
Pennsylvania
$4.11M +$7.93K +70 +0.2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.75M -$27.8K -245 -0.8%
GWM
31
Geneos Wealth Management
Colorado
$3.67M +$3.56M +31,425 +11,639%
NA
32
NewEdge Advisors
Louisiana
$3.11M +$16.5K +146 +0.5%
FHA
33
Flagship Harbor Advisors
Massachusetts
$2.98M -$803K -7,087 -22%
WA
34
Win Advisors
Florida
$2.66M +$2.6M +22,943 New
AFM
35
Andesa Financial Management
Pennsylvania
$2.57M +$2.46M +21,665 +96%
PCM
36
Parsons Capital Management
Rhode Island
$2.3M +$909K +8,023 +68%
SPA
37
Sentinel Pension Advisors
Massachusetts
$2.17M -$2.05M -18,100 -49%
ML
38
McAdam LLC
Pennsylvania
$1.98M -$650K -5,737 -25%
GA
39
Goldstein Advisors
Wisconsin
$1.71M -$46.2K -408 -3%
GM
40
GeoWealth Management
Illinois
$1.68M +$646K +5,704 +65%
NWM
41
NEIRG Wealth Management
Massachusetts
$1.59M +$25.4K +224 +2%
HGERS
42
Householder Group Estate & Retirement Specialist
Arizona
$1.57M +$1.54M +13,544 New
JWBC
43
John W. Brooker & Co
California
$1.41M -$12.8K -113 -0.9%
PIA
44
Perennial Investment Advisors
California
$1.34M +$1.31M +11,580 New
GIA
45
Gladstone Institutional Advisory
Florida
$1.28M -$87.8K -775 -7%
CWM
46
Cornerstone Wealth Management
Missouri
$1.15M +$1.12M +9,913 New
LIA
47
LBMC Investment Advisors
Tennessee
$1.12M
PGAM
48
Princeton Global Asset Management
New Jersey
$1.09M +$17.5K +154 +2%
HCM
49
Hengehold Capital Management
Ohio
$1.03M -$105K -925 -9%
PAG
50
Private Advisor Group
New Jersey
$966K +$945K +8,334 New