We are live on ! Find out more
QUS icon

State Street SPDR MSCI USA StrategicFactors ETF

111 hedge funds and large institutions have $646M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4.93% less ownership

Funds ownership: 84.31%79.38% (-4.9%)

5% less funds holding

Funds holding: 117111 (-6)

14% less capital invested

Capital invested by funds: $753M → $646M (-$107M)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
1.87%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.2%
New
8
Increased
37
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
76
CFS Investment Advisory Services
New Jersey
$333K -$43.9M -380,441 -99%
JWCA
77
J.W. Cole Advisors
Florida
$305K +$54.5K +472 +20%
AAS
78
Ameritas Advisory Services
Nebraska
$304K
RIA
79
Realta Investment Advisors
Delaware
$299K +$12K +104 +4%
RJA
80
Raymond James & Associates
Florida
$294K +$32.1K +278 +11%
MA
81
Mezzasalma Advisors
New Jersey
$292K
GL
82
Graypoint LLC
New York
$270K
IA
83
IFG Advisory
Georgia
$241K
1IA
84
1620 Investment Advisors
Massachusetts
$239K -$217K -1,879 -98%
SMG
85
Smart Money Group
Texas
$224K +$577 +5 +0.2%
5L
86
55I LLC
Massachusetts
$220K
QA
87
Quantitative Advantage
Minnesota
$216K +$10.9K +94 +5%
GLA
88
Good Life Advisors
Pennsylvania
$213K -$92.6K -802 -29%
IWC
89
Integrated Wealth Concepts
Massachusetts
$202K -$266K -2,300 -55%
NEPWA
90
New England Private Wealth Advisors
Massachusetts
$202K -$231 -2 -0.1%
ACM
91
Allred Capital Management
Texas
$201K -$2.89K -25 -1%
AF
92
Advisornet Financial
Minnesota
$188K +$2.31K +20 +1%
FHA
93
First Horizon Advisors
Tennessee
$134K +$144K +1,243 New
Creative Planning
94
Creative Planning
Kansas
$85K +$90.4K +783 New
AWM
95
Aspire Wealth Management
Massachusetts
$74K +$462 +4 +0.6%
HI
96
Harbour Investments
Wisconsin
$65K +$69.3K +600 New
Fidelity Investments
97
Fidelity Investments
Massachusetts
$51K +$36K +312 +194%
Wells Fargo
98
Wells Fargo
California
$50K +$15.7K +136 +42%
APA
99
American Portfolios Advisors
New York
$43.5K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$41K