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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: 65 → 83 (+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: 7 → 7 (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
–
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$45.1M |
| 2 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$15.8M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$13.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.84M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.15M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
JP Morgan Chase
New York
| $29K | +$27.9K | +305 | New |
|
|
AA
77
Ancora Advisors
Cleveland,
Ohio
| $24K | +$23.2K | +254 | New |
|
|
WCG
78
Weaver Consulting Group
Huntington Beach,
California
| $15K | +$15.7K | +172 | New |
|
|
TCWM
79
Total Clarity Wealth Management
St. Charles,
Illinois
| $14K | +$13.9K | +152 | New |
|
|
IFWM
80
Institute for Wealth Management
Denver,
Colorado
| $10K | +$10.1K | +110 | New |
|
81
Citigroup
New York
| $6K | +$5.85K | +64 | New |
|
82
US Bancorp
Minneapolis,
Minnesota
| $5K | – | – | – |
|
83
Jane Street
New York
| – | -$759K | -8,549 | Closed |
|
|
SCM
84
Stonehearth Capital Management
Danvers,
Massachusetts
| – | -$507K | -5,717 | Closed |
|
|
FAAS
85
First Allied Advisory Services
San Diego,
California
| – | -$73K | -816 | Closed |
|
|
GSWM
86
Golden State Wealth Management
Santa Ana,
California
| – | -$13K | -147 | Closed |
|
|
JFA
87
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$9K | -101 | Closed |
|
88
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$9.3M | – | – |
|