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State Street SPDR MSCI USA StrategicFactors ETF
55 hedge funds and large institutions have $200M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
117% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 12
86% more capital invested
Capital invested by funds: $108M → $200M (+$92M)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
20% more funds holding
Funds holding: 46 → 55 (+9)
9.15% more ownership
Funds ownership: 48.62% → 57.77% (+9.2%)
Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
1.19%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
12
Increased
26
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$38M |
| 2 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
+$15.7M |
| 3 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$11.2M |
| 4 |
FHB
First Hawaiian Bank
Honolulu,
Hawaii
|
+$7.4M |
| 5 |
SI
SimpliFi Inc
San Diego,
California
|
+$4.44M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$3.32M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.6M |
| 3 |
OCM
Oakwood Capital Management
Los Angeles,
California
|
-$1.17M |
| 4 |
CA
Continuum Advisory
Eagle,
Idaho
|
-$289K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$279K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
51
Geneos Wealth Management
Englewood,
Colorado
| $83K | +$57.1K | +675 | +226% |
|
|
FHA
52
Flagship Harbor Advisors
Boston,
Massachusetts
| $78K | – | – | – |
|
|
APA
53
American Portfolios Advisors
Holbrook,
New York
| $35.2K | +$34.6K | +409 | New |
|
|
54
Bank of America
Charlotte,
North Carolina
| $17K | -$2.6M | -30,700 | -99% |
|
55
US Bancorp
Minneapolis,
Minnesota
| $4K | – | – | – |
|
|
56
Goldman Sachs
New York
| – | -$3.32M | -39,972 | Closed |
|
|
ADL
57
Asset Dedication LLC
San Francisco,
California
| – | -$10K | -124 | Closed |
|
|
CA
58
Cetera Advisors
Denver,
Colorado
| – | -$8K | -100 | Closed |
|
59
Wells Fargo
San Francisco,
California
| – | +$85 | +1 | New |
|