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State Street SPDR MSCI USA StrategicFactors ETF

117 hedge funds and large institutions have $753M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.7% more ownership

Funds ownership: 75.61%84.31% (+8.7%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 119117 (-2)

7% less capital invested

Capital invested by funds: $808M → $753M (-$55.1M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

28% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 47

Holders
117
Holders Change
-2
Holders Change %
-1.68%
% of All Funds
1.85%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
12
Increased
34
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
101
Money Concepts Capital
Florida
$96K +$94.4K +770 New
AWM
102
Aspire Wealth Management
Massachusetts
$84K
GWM
103
Geneos Wealth Management
Colorado
$63K -$109K -889 -64%
APA
104
American Portfolios Advisors
New York
$50.2K -$27.3K -223 -36%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$47K
Wells Fargo
106
Wells Fargo
California
$40K -$32.5K -265 -45%
SWM
107
Spire Wealth Management
Virginia
$35K
RG
108
Retirement Group
California
$24K
Fidelity Investments
109
Fidelity Investments
Massachusetts
$20K +$11.2K +91 +130%
GT
110
Glenmede Trust
Pennsylvania
$18K
AWM
111
Accel Wealth Management
Iowa
$15K
SPIA
112
Steward Partners Investment Advisory
New York
$14K
EWA
113
EverSource Wealth Advisors
Alabama
$9K
CIAS
114
Capital Investment Advisory Services
North Carolina
$6K -$5.52K -45 -50%
First Manhattan
115
First Manhattan
New York
$4K +$4.29K +35 New
CIAS
116
CFS Investment Advisory Services
New Jersey
$3K +$46.5M +379,075 +8,530%
GRP
117
Global Retirement Partners
California
$2K +$2.33K +19 New
FSG
118
Financial Strategies Group
Michigan
-$10.6M -81,451 Closed
LA
119
LexAurum Advisors
Kansas
-$3.01M -23,020 Closed
SWP
120
Stratos Wealth Partners
Ohio
-$1.14M -8,741 Closed
1WM
121
1900 Wealth Management
Texas
-$270K -2,065 Closed
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
-$184K -1,412 Closed
SCA
123
Snowden Capital Advisors
New York
-$146K -1,120 Closed
AA
124
Ancora Advisors
Ohio
-$29K -219 Closed
DAC
125
Dividend Assets Capital
South Carolina
-$27K -210 Closed