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State Street SPDR MSCI USA StrategicFactors ETF

83 hedge funds and large institutions have $400M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

40% more capital invested

Capital invested by funds: $286M → $400M (+$115M)

28% more funds holding

Funds holding: 6583 (+18)

1.85% more ownership

Funds ownership: 59.34%61.19% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
83
Holders Change
+18
Holders Change %
+27.69%
% of All Funds
1.64%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
24
Increased
37
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$439K +$45.3K +495 +12%
VBFP
52
Valtinson Bruner Financial Planning
Minnesota
$394K
FHA
53
Flagship Harbor Advisors
Massachusetts
$389K +$311K +3,401 +479%
AGA
54
Accuvest Global Advisors
Utah
$373K
OCM
55
Oakwood Capital Management
California
$371K
IAN
56
Integrated Advisors Network
Texas
$365K +$352K +3,855 New
HCM
57
Hengehold Capital Management
Ohio
$330K -$914 -10 -0.3%
W
58
Wealthquest
Ohio
$291K -$17.6K -193 -6%
JWBC
59
John W. Brooker & Co
California
$286K +$276K +3,020 New
CFG
60
CMC Financial Group
Georgia
$284K +$274K +3,000 New
PAG
61
Private Advisor Group
New Jersey
$265K +$49.1K +537 +24%
ACM
62
Allred Capital Management
Texas
$252K -$27.5K -301 -10%
MA
63
Mutual Advisors
Nebraska
$234K +$226K +2,468 New
MFG
64
Merit Financial Group
Georgia
$232K +$224K +2,448 New
SMG
65
Smart Money Group
Texas
$212K +$204K +2,236 New
AF
66
Advisornet Financial
Minnesota
$165K +$5.76K +63 +4%
CFGS
67
Concourse Financial Group Securities
Alabama
$125K +$87.4K +956 +261%
GWM
68
Geneos Wealth Management
Colorado
$118K +$14.4K +158 +14%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$102K
IA
70
IFP Advisors
Florida
$84K -$215K -2,350 -73%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$72K +$37.8K +414 +120%
CHAM
72
Clear Harbor Asset Management
Connecticut
$58.5K +$56.5K +618 New
RG
73
Retirement Group
California
$52K +$50.1K +548 New
APA
74
American Portfolios Advisors
New York
$43.8K +$4.94K +54 +13%
FA
75
Faithward Advisors
Pennsylvania
$34K +$32.5K +355 New