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State Street SPDR MSCI USA StrategicFactors ETF

103 hedge funds and large institutions have $675M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

7% more funds holding

Funds holding: 96103 (+7)

1% less capital invested

Capital invested by funds: $682M → $675M (-$6.76M)

1.19% less ownership

Funds ownership: 71.69%70.5% (-1.2%)

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.8%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
14
Increased
34
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
51
Harbor Investment Advisory
Maryland
$656K +$59K +480 +10%
PAG
52
Private Advisor Group
New Jersey
$632K +$31.7K +258 +5%
CPW
53
Catalyst Private Wealth
California
$627K -$614 -5 -0.1%
MFG
54
Merit Financial Group
Georgia
$620K
FWM
55
Frontier Wealth Management
Missouri
$609K
CIAS
56
CFS Investment Advisory Services
New Jersey
$530K +$546K +4,444 New
VBFP
57
Valtinson Bruner Financial Planning
Minnesota
$493K
TRCT
58
Tower Research Capital (TRC)
New York
$486K +$250K +2,031 +100%
RPG
59
Resource Planning Group
Georgia
$481K +$495K +4,031 New
Citadel Advisors
60
Citadel Advisors
Florida
$461K +$115K +932 +32%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$440K +$75.1K +611 +20%
BWA
62
Beam Wealth Advisors
Louisiana
$439K
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$370K
MA
64
Mezzasalma Advisors
New Jersey
$367K -$6.27K -51 -2%
RWA
65
Redhawk Wealth Advisors
Minnesota
$323K +$2.46K +20 +0.7%
KM
66
Kalos Management
Georgia
$318K +$2.95K +24 +1%
AIC
67
Ameritas Investment Company
Nebraska
$307K
GL
68
Graypoint LLC
New York
$298K
RJA
69
Raymond James & Associates
Florida
$291K
1WM
70
1900 Wealth Management
Texas
$288K -$27.3K -222 -8%
IA
71
IFG Advisory
Georgia
$266K
FHA
72
Flagship Harbor Advisors
Massachusetts
$260K
QA
73
Quantitative Advantage
Minnesota
$248K +$255K +2,078 New
SMG
74
Smart Money Group
Texas
$246K +$253K +2,061 New
5L
75
55I LLC
Massachusetts
$243K