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State Street SPDR MSCI USA StrategicFactors ETF

127 hedge funds and large institutions have $773M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

4% more capital invested

Capital invested by funds: $744M → $773M (+$29.8M)

0.03% more ownership

Funds ownership: 78.72%78.76% (+0.03%)

0% more funds holding

Funds holding: 127127 (0)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

Holders
127
Holders Change
Holders Change %
0%
% of All Funds
1.99%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
12
Increased
44
Reduced
50
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
76
1620 Investment Advisors
Massachusetts
$460K +$65.4K +554 +17%
FGG
77
Financial Guidance Group
Florida
$442K
DWM
78
Drive Wealth Management
Utah
$441K
VBFP
79
Valtinson Bruner Financial Planning
Minnesota
$435K
CWM
80
Collaborative Wealth Management
Florida
$405K -$16.9K -143 -4%
AC
81
Avant Capital
Louisiana
$397K +$1.42K +12 +0.4%
PAWA
82
Palo Alto Wealth Advisors
California
$361K
JWCA
83
J.W. Cole Advisors
Florida
$321K -$3.07K -26 -1%
AAS
84
Ameritas Advisory Services
Nebraska
$313K -$28.3K -240 -9%
CIAS
85
CFS Investment Advisory Services
New Jersey
$309K
GL
86
Graypoint LLC
New York
$307K
MA
87
Mezzasalma Advisors
New Jersey
$297K -$1.53K -13 -0.5%
RIA
88
Realta Investment Advisors
Delaware
$296K +$472 +4 +0.2%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$293K -$87.1K -738 -24%
RWA
90
Redhawk Wealth Advisors
Minnesota
$278K -$159K -1,345 -37%
WFAG
91
Worth Financial Advisory Group
North Carolina
$269K
SMG
92
Smart Money Group
Texas
$259K +$1.77K +15 +0.7%
TRCT
93
Tower Research Capital (TRC)
New York
$258K +$207K +1,757 +509%
CPW
94
Catalyst Private Wealth
California
$257K
FFN
95
Focus Financial Network
Minnesota
$256K -$264K -2,237 -52%
BCI
96
Brinker Capital Investments
Pennsylvania
$251K -$100K -850 -29%
OPS
97
Orion Portfolio Solutions
Nebraska
$251K -$100K -850 -29%
PTC
98
Private Trust Company
Ohio
$251K
IWC
99
Integrated Wealth Concepts
Massachusetts
$243K +$354 +3 +0.2%
AFG
100
Affinia Financial Group
Massachusetts
$236K -$30.7K -260 -12%