We are live on ! Find out more
QUS icon

State Street SPDR MSCI USA StrategicFactors ETF

100 hedge funds and large institutions have $646M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $608M → $646M (+$38.3M)

4% more funds holding

Funds holding: 96100 (+4)

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

1.24% less ownership

Funds ownership: 73.36%72.12% (-1.2%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.76%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.25%
New
16
Increased
37
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
51
Detalus Advisors
Missouri
$614K -$3.22K -30 -0.5%
FWM
52
Frontier Wealth Management
Missouri
$590K +$22.7K +212 +4%
CWM
53
Collaborative Wealth Management
Florida
$589K +$506K +4,723 New
MFG
54
Merit Financial Group
Georgia
$577K
HIA
55
Harbor Investment Advisory
Maryland
$563K +$6.97K +65 +1%
PAG
56
Private Advisor Group
New Jersey
$532K +$16K +149 +3%
SB
57
Strategic Blueprint
Georgia
$509K +$492K +4,584 New
OCM
58
Oakwood Capital Management
California
$461K -$46.1K -430 -9%
FTUS
59
Flow Traders U.S.
New York
$458K +$442K +4,126 New
VBFP
60
Valtinson Bruner Financial Planning
Minnesota
$455K -$11.2K -104 -3%
TRCT
61
Tower Research Capital (TRC)
New York
$401K +$155K +1,443 +67%
BWA
62
Beam Wealth Advisors
Louisiana
$399K +$64.3K +600 +20%
MCC
63
Money Concepts Capital
Florida
$380K +$319K +2,972 +658%
MA
64
Mezzasalma Advisors
New Jersey
$353K -$13.3K -124 -4%
GIA
65
Gladstone Institutional Advisory
Florida
$350K +$338K +3,148 New
WA
66
WESPAC Advisors
California
$336K
RWA
67
Redhawk Wealth Advisors
Minnesota
$304K -$2.36K -22 -0.8%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$299K
AIC
69
Ameritas Investment Company
Nebraska
$286K
KM
70
Kalos Management
Georgia
$285K -$4.4K -41 -2%
JWCA
71
J.W. Cole Advisors
Florida
$281K -$34.8K -325 -11%
GL
72
Graypoint LLC
New York
$271K -$8.79K -82 -3%
RJA
73
Raymond James & Associates
Florida
$260K -$96.9K -904 -28%
IA
74
IFG Advisory
Georgia
$248K
MWM
75
MBE Wealth Management
Wisconsin
$246K