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State Street SPDR MSCI USA StrategicFactors ETF

128 hedge funds and large institutions have $800M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2.8% more ownership

Funds ownership: 78.76%81.55% (+2.8%)

3% more capital invested

Capital invested by funds: $773M → $800M (+$26.4M)

1% more funds holding

Funds holding: 127128 (+1)

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.03%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
12
Increased
42
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPG
26
Resource Planning Group
Georgia
$5.97M +$68.2K +550 +1%
RFM
27
Royal Fund Management
Florida
$5.71M -$357K -2,881 -6%
HPC
28
Hobart Private Capital
North Carolina
$5.41M -$3.28M -26,414 -37%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$4.87M -$124K -1,002 -2%
GWM
30
Geneos Wealth Management
Colorado
$4.37M +$556K +4,484 +14%
VIM
31
Vista Investment Management
Pennsylvania
$4.24M -$16K -129 -0.4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$4.14M +$149K +1,197 +4%
TF
33
Theory Financial
Colorado
$3.51M +$3.61M +29,095 New
Citadel Advisors
34
Citadel Advisors
Florida
$3.49M +$929K +7,485 +35%
NA
35
NewEdge Advisors
Louisiana
$3.23M -$5.83K -47 -0.2%
FHA
36
Flagship Harbor Advisors
Massachusetts
$3.07M -$739K -5,954 -19%
PCM
37
Parsons Capital Management
Rhode Island
$2.59M +$101K +814 +4%
GM
38
GeoWealth Management
Illinois
$1.99M +$90.5K +729 +5%
ML
39
McAdam LLC
Pennsylvania
$1.87M -$32.6K -263 -2%
SPA
40
Sentinel Pension Advisors
Massachusetts
$1.83M -$280K -2,255 -13%
LFAS
41
Level Four Advisory Services
Texas
$1.79M -$308K -2,481 -14%
CW
42
Connectus Wealth
Ohio
$1.77M +$1.82M +14,665 New
HAS
43
HBW Advisory Services
California
$1.72M +$777K +6,264 +79%
KAS
44
Kestra Advisory Services
Texas
$1.53M +$871K +7,016 +124%
FTS
45
Fifth Third Securities
Ohio
$1.43M +$113K +910 +8%
GA
46
Goldstein Advisors
Wisconsin
$1.41M -$208K -1,676 -13%
HGERS
47
Householder Group Estate & Retirement Specialist
Arizona
$1.39M +$1.43M +11,491 New
JWBC
48
John W. Brooker & Co
California
$1.33M -$4.96K -40 -0.4%
CWM
49
Cornerstone Wealth Management
Missouri
$1.18M -$25.3K -204 -2%
PAG
50
Private Advisor Group
New Jersey
$1.17M +$194K +1,562 +19%