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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
MWM
76
MBE Wealth Management
Wisconsin
$227K -$39.3K -320 -14%
ACM
77
Allred Capital Management
Texas
$225K
EWM
78
Echo Wealth Management
Minnesota
$220K -$39.1K -318 -15%
GLA
79
Good Life Advisors
Pennsylvania
$220K +$227K +1,848 New
ERIM
80
Eagle Ridge Investment Management
Connecticut
$219K
HCM
81
Hengehold Capital Management
Ohio
$218K
GIA
82
Gladstone Institutional Advisory
Florida
$205K +$212K +1,722 New
AF
83
Advisornet Financial
Minnesota
$166K -$22.5K -183 -12%
HA
84
Herold Advisors
New York
$155K +$160K +1,300 New
IA
85
IFP Advisors
Florida
$137K +$2.95K +24 +2%
HI
86
Harbour Investments
Wisconsin
$99K
GWM
87
Geneos Wealth Management
Colorado
$83K
APA
88
American Portfolios Advisors
New York
$81.5K +$83.9K +683 New
Wells Fargo
89
Wells Fargo
California
$70K +$36.1K +294 +100%
DAC
90
Dividend Assets Capital
South Carolina
$52K +$53.3K +434 New
RG
91
Retirement Group
California
$35K
SWM
92
Spire Wealth Management
Virginia
$34K
AA
93
Ancora Advisors
Ohio
$26K
GT
94
Glenmede Trust
Pennsylvania
$17K
AWM
95
Accel Wealth Management
Iowa
$14K
SPIA
96
Steward Partners Investment Advisory
New York
$14K
UBS Group
97
UBS Group
Switzerland
$14K +$14.4K +117 New
CIAS
98
Capital Investment Advisory Services
North Carolina
$11K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$8K +$7.37K +60 +600%
GI
100
Gradient Investments
Minnesota
$8K +$8.11K +66 New