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State Street SPDR MSCI USA StrategicFactors ETF

96 hedge funds and large institutions have $682M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $646M → $682M (+$36.1M)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0.43% less ownership

Funds ownership: 72.12%71.69% (-0.43%)

4% less funds holding

Funds holding: 10096 (-4)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
1.67%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
8
Increased
35
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ERIM
76
Eagle Ridge Investment Management
Connecticut
$219K
HCM
77
Hengehold Capital Management
Ohio
$218K -$16K -137 -7%
AF
78
Advisornet Financial
Minnesota
$188K -$2.68K -23 -1%
IA
79
IFP Advisors
Florida
$133K +$3.85K +33 +3%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$102K
HI
81
Harbour Investments
Wisconsin
$100K
GWM
82
Geneos Wealth Management
Colorado
$84K +$9.9K +85 +14%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$78K +$43.2K +371 +130%
ASN
84
Advisory Services Network
Georgia
$54K +$52.7K +452 New
RG
85
Retirement Group
California
$35K -$2.33K -20 -6%
Wells Fargo
86
Wells Fargo
California
$35K +$34.4K +295 New
SWM
87
Spire Wealth Management
Virginia
$34K
AA
88
Ancora Advisors
Ohio
$26K
GT
89
Glenmede Trust
Pennsylvania
$17K
AWM
90
Accel Wealth Management
Iowa
$14K
SPIA
91
Steward Partners Investment Advisory
New York
$14K
CIAS
92
Capital Investment Advisory Services
North Carolina
$11K
GRP
93
Global Retirement Partners
California
$2K
Fidelity Investments
94
Fidelity Investments
Massachusetts
$1K -$117 -1 -9%
SCA
95
Stonebridge Capital Advisors
Minnesota
$1K +$466 +4 +36%
FI
96
Financial Insights
Washington
-$11M -98,853 Closed
HighTower Advisors
97
HighTower Advisors
Illinois
-$1.1M -9,949 Closed
EH
98
Equitable Holdings
New York
-$1.06M -9,560 Closed
FTUS
99
Flow Traders U.S.
New York
-$481K -4,126 Closed
GIA
100
Gladstone Institutional Advisory
Florida
-$350K -3,148 Closed