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State Street SPDR MSCI USA StrategicFactors ETF

127 hedge funds and large institutions have $744M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

2% more funds holding

Funds holding: 125127 (+2)

5% more capital invested

Capital invested by funds: $708M → $744M (+$35.3M)

0.46% less ownership

Funds ownership: 79.18%78.72% (-0.46%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

35% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 51

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
2.02%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
18
Increased
33
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
76
Valtinson Bruner Financial Planning
Minnesota
$410K
CWM
77
Collaborative Wealth Management
Florida
$398K -$32.3K -285 -8%
CAN
78
Cetera Advisor Networks
California
$394K +$45.6K +402 +13%
AC
79
Avant Capital
Louisiana
$373K
1IA
80
1620 Investment Advisors
Massachusetts
$369K +$92.3K +814 +34%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$361K -$2.04K -18 -0.6%
QA
82
Quantitative Advantage
Minnesota
$340K +$18K +159 +6%
PAWA
83
Palo Alto Wealth Advisors
California
$340K -$54.2K -478 -14%
BCI
84
Brinker Capital Investments
Pennsylvania
$335K +$328K +2,892 New
OPS
85
Orion Portfolio Solutions
Nebraska
$335K +$328K +2,892 New
AAS
86
Ameritas Advisory Services
Nebraska
$327K -$59.4K -524 -16%
HAS
87
HBW Advisory Services
California
$308K +$301K +2,656 New
JWCA
88
J.W. Cole Advisors
Florida
$306K -$10.9K -96 -4%
CIAS
89
CFS Investment Advisory Services
New Jersey
$291K
GL
90
Graypoint LLC
New York
$290K
MA
91
Mezzasalma Advisors
New Jersey
$282K
RIA
92
Realta Investment Advisors
Delaware
$278K -$11.3K -100 -4%
IA
93
IFG Advisory
Georgia
$259K
WFAG
94
Worth Financial Advisory Group
North Carolina
$254K -$10.2K -90 -4%
AFG
95
Affinia Financial Group
Massachusetts
$251K -$183K -1,613 -43%
SMG
96
Smart Money Group
Texas
$247K
CPW
97
Catalyst Private Wealth
California
$242K
PTC
98
Private Trust Company
Ohio
$236K -$145K -1,281 -39%
AAS
99
Avantax Advisory Services
Texas
$231K -$68.7K -606 -23%
IWC
100
Integrated Wealth Concepts
Massachusetts
$228K +$223K +1,970 New