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State Street SPDR MSCI USA StrategicFactors ETF

107 hedge funds and large institutions have $641M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 32

4.81% more ownership

Funds ownership: 79.38%84.19% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $646M → $641M (-$5.1M)

4% less funds holding

Funds holding: 111107 (-4)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
1.84%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
13
Increased
39
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$305K -$36.2K -323 -10%
JWCA
77
J.W. Cole Advisors
Florida
$287K
AAS
78
Ameritas Advisory Services
Nebraska
$286K
MA
79
Mezzasalma Advisors
New Jersey
$274K
CIAS
80
CFS Investment Advisory Services
New Jersey
$263K +$29M +259,193 +8,421%
RIA
81
Realta Investment Advisors
Delaware
$260K -$20.2K -180 -7%
1IA
82
1620 Investment Advisors
Massachusetts
$255K +$278K +2,480 +8,552%
GL
83
Graypoint LLC
New York
$254K
QA
84
Quantitative Advantage
Minnesota
$239K +$39.7K +354 +18%
MSCM
85
McElhenny Sheffield Capital Management
Texas
$237K +$262K +2,338 New
IA
86
IFG Advisory
Georgia
$227K
SMG
87
Smart Money Group
Texas
$211K
AF
88
Advisornet Financial
Minnesota
$169K -$8.63K -77 -4%
FHA
89
First Horizon Advisors
Tennessee
$126K
CL
90
COWA LLC
Oklahoma
$81K +$89.6K +800 New
AWM
91
Aspire Wealth Management
Massachusetts
$69K
HI
92
Harbour Investments
Wisconsin
$65K
Fidelity Investments
93
Fidelity Investments
Massachusetts
$53K +$5.83K +52 +11%
CFD
94
Creative Financial Designs
Indiana
$52K +$57.5K +513 New
APA
95
American Portfolios Advisors
New York
$47.6K +$7.39K +66 +16%
Wells Fargo
96
Wells Fargo
California
$47K
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$39K
GWM
98
Geneos Wealth Management
Colorado
$27K -$6.95K -62 -19%
SPIA
99
Steward Partners Investment Advisory
New York
$22K +$11.5K +103 +90%
RG
100
Retirement Group
California
$20K