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State Street SPDR MSCI USA StrategicFactors ETF

119 hedge funds and large institutions have $808M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

20% more capital invested

Capital invested by funds: $675M → $808M (+$132M)

16% more funds holding

Funds holding: 103119 (+16)

5.1% more ownership

Funds ownership: 70.5%75.61% (+5.1%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

23% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 40

Holders
119
Holders Change
+16
Holders Change %
+15.53%
% of All Funds
1.83%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.2%
New
27
Increased
31
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
76
New England Private Wealth Advisors
Massachusetts
$354K +$343K +2,711 New
KM
77
Kalos Management
Georgia
$330K +$12.5K +99 +4%
GL
78
Graypoint LLC
New York
$326K
RJA
79
Raymond James & Associates
Florida
$319K
JWCA
80
J.W. Cole Advisors
Florida
$319K +$308K +2,439 New
IA
81
IFG Advisory
Georgia
$291K
FHA
82
Flagship Harbor Advisors
Massachusetts
$285K
SMG
83
Smart Money Group
Texas
$271K +$1.77K +14 +0.7%
1WM
84
1900 Wealth Management
Texas
$270K -$44.2K -350 -14%
5L
85
55I LLC
Massachusetts
$266K
EFG
86
Erickson Financial Group
Pennsylvania
$251K +$243K +1,925 New
1IA
87
1620 Investment Advisors
Massachusetts
$249K +$241K +1,908 New
MWM
88
MBE Wealth Management
Wisconsin
$248K
ACM
89
Allred Capital Management
Texas
$246K
ERIM
90
Eagle Ridge Investment Management
Connecticut
$240K
HCM
91
Hengehold Capital Management
Ohio
$229K -$9.98K -79 -4%
EWM
92
Echo Wealth Management
Minnesota
$227K -$4.67K -37 -2%
AF
93
Advisornet Financial
Minnesota
$210K +$27.8K +220 +16%
SFP
94
Strategic Financial Partners
Oregon
$210K +$203K +1,604 New
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$184K -$213K -1,689 -54%
GWM
96
Geneos Wealth Management
Colorado
$182K +$88.6K +701 +101%
IA
97
IFP Advisors
Florida
$158K +$7.96K +63 +6%
TRCT
98
Tower Research Capital (TRC)
New York
$154K -$365K -2,889 -71%
SCA
99
Snowden Capital Advisors
New York
$146K +$142K +1,120 New
HI
100
Harbour Investments
Wisconsin
$106K -$2.53K -20 -2%