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State Street SPDR MSCI USA StrategicFactors ETF

128 hedge funds and large institutions have $800M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 44 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

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2.8% more ownership

Funds ownership: 78.76%81.55% (+2.8%)

3% more capital invested

Capital invested by funds: $773M → $800M (+$26.4M)

1% more funds holding

Funds holding: 127128 (+1)

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.03%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
12
Increased
42
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$493K +$507K +4,086 New
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$463K +$429K +3,456 +907%
Goldman Sachs
78
Goldman Sachs
New York
$453K -$176K -1,418 -27%
TRCT
79
Tower Research Capital (TRC)
New York
$453K +$204K +1,648 +78%
TWD
80
True Wealth Design
Ohio
$435K -$160K -1,287 -26%
FGG
81
Financial Guidance Group
Florida
$434K
DWM
82
Drive Wealth Management
Utah
$433K
VBFP
83
Valtinson Bruner Financial Planning
Minnesota
$427K
AC
84
Avant Capital
Louisiana
$390K
PAWA
85
Palo Alto Wealth Advisors
California
$354K
JWCA
86
J.W. Cole Advisors
Florida
$344K +$29.7K +239 +9%
AAS
87
Ameritas Advisory Services
Nebraska
$343K +$29.8K +240 +9%
AWA
88
ARQ Wealth Advisors
Arizona
$330K +$340K +2,737 New
CWM
89
Collaborative Wealth Management
Florida
$321K -$78K -629 -19%
CIAS
90
CFS Investment Advisory Services
New Jersey
$303K
GL
91
Graypoint LLC
New York
$302K
BCI
92
Brinker Capital Investments
Pennsylvania
$300K +$55.2K +445 +22%
OPS
93
Orion Portfolio Solutions
Nebraska
$300K +$55.2K +445 +22%
RIA
94
Realta Investment Advisors
Delaware
$296K
MA
95
Mezzasalma Advisors
New Jersey
$290K -$1.99K -16 -0.7%
WFAG
96
Worth Financial Advisory Group
North Carolina
$281K +$17K +137 +6%
IA
97
IFG Advisory
Georgia
$270K +$277K +2,235 New
BRWA
98
B. Riley Wealth Advisors
Florida
$262K +$269K +2,169 New
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$261K -$26.9K -217 -9%
SMG
100
Smart Money Group
Texas
$254K