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State Street SPDR MSCI USA StrategicFactors ETF

89 hedge funds and large institutions have $403M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

16.29% more ownership

Funds ownership: 61.19%77.48% (+16%)

7% more funds holding

Funds holding: 8389 (+6)

1% more capital invested

Capital invested by funds: $400M → $403M (+$2.39M)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.96%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.26%
New
26
Increased
32
Reduced
23
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$75K -$31.1K -346 -26%
IA
77
IFP Advisors
Florida
$68K
GWM
78
Geneos Wealth Management
Colorado
$65K -$35K -389 -31%
ASN
79
Advisory Services Network
Georgia
$62K +$73.4K +816 New
APA
80
American Portfolios Advisors
New York
$35.4K
CAAS
81
Capital Asset Advisory Services
Michigan
$35K +$38.2K +424 New
Wells Fargo
82
Wells Fargo
California
$24K +$27.8K +309 +30,900%
GSWM
83
Golden State Wealth Management
California
$23K +$27.1K +301 New
AA
84
Ancora Advisors
Ohio
$19K
US Bancorp
85
US Bancorp
Minnesota
$4K
FA
86
Faithward Advisors
Pennsylvania
$2K -$29.8K -331 -93%
OPS
87
Orion Portfolio Solutions
Nebraska
$1K +$990 +11 New
IA
88
Independence Advisors
Pennsylvania
$1K +$1.71K +19 New
BCI
89
Brinker Capital Investments
Pennsylvania
-$45M -475,160 Closed
JWM
90
Jackson Wealth Management
Florida
-$19.1M -196,696 Closed
AWM
91
AE Wealth Management
Kansas
-$3.26M -34,431 Closed
SS
92
Simplicity Solutions
Minnesota
-$3.21M -33,888 Closed
BFG
93
Barber Financial Group
Kansas
-$3.18M -33,580 Closed
GM
94
GeoWealth Management
Illinois
-$1.97M -20,775 Closed
FTUS
95
Flow Traders U.S.
New York
-$1.42M -14,958 Closed
WFWM
96
Wechter Feldman Wealth Management
New Jersey
-$1.08M -11,403 Closed
AGA
97
Accuvest Global Advisors
Utah
-$373K -3,940 Closed
ACM
98
Allred Capital Management
Texas
-$252K -2,662 Closed
SMG
99
Smart Money Group
Texas
-$212K -2,236 Closed
Fidelity Investments
100
Fidelity Investments
Massachusetts
-$68.2K -758 -100%