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State Street SPDR MSCI USA StrategicFactors ETF

96 hedge funds and large institutions have $608M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

15% more capital invested

Capital invested by funds: $528M → $608M (+$79.8M)

4.89% more ownership

Funds ownership: 68.47%73.36% (+4.9%)

2% more funds holding

Funds holding: 9496 (+2)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
1.7%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.27%
New
20
Increased
28
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFG Advisory
Georgia
$233K
MWM
77
MBE Wealth Management
Wisconsin
$231K -$21K -210 -9%
TRCT
78
Tower Research Capital (TRC)
New York
$226K +$217K +2,168 New
5L
79
55I LLC
Massachusetts
$213K +$204K +2,040 New
WCG
80
Weaver Consulting Group
California
$204K -$7.29K -73 -4%
AF
81
Advisornet Financial
Minnesota
$160K -$12.7K -127 -8%
CAL
82
Capital Analysts LLC
Pennsylvania
$123K +$117K +1,175 New
IA
83
IFP Advisors
Florida
$110K +$200 +2 +0.2%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$102K
CL
85
COWA LLC
Oklahoma
$74K +$69.9K +700 New
GWM
86
Geneos Wealth Management
Colorado
$67K -$14.2K -142 -19%
ASN
87
Advisory Services Network
Georgia
$66K -$5.5K -55 -8%
MCC
88
Money Concepts Capital
Florida
$47K +$45.2K +452 New
RG
89
Retirement Group
California
$32K
AA
90
Ancora Advisors
Ohio
$29K
Fidelity Investments
91
Fidelity Investments
Massachusetts
$25K -$59.6K -597 -72%
AWM
92
Accel Wealth Management
Iowa
$13K +$12K +120 New
UBS Group
93
UBS Group
Switzerland
$6K -$337K -3,370 -98%
US Bancorp
94
US Bancorp
Minnesota
$5K
Citigroup
95
Citigroup
New York
$4K +$3.9K +39 New
FA
96
Faithward Advisors
Pennsylvania
$3K
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
-$6.36M -67,183 Closed
SAM
98
Stringer Asset Management
Tennessee
-$2.57M -27,118 Closed
UCFA
99
United Capital Financial Advisors
Texas
-$1.14M -12,081 Closed
EH
100
Equitable Holdings
New York
-$932K -9,850 Closed