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State Street SPDR MSCI USA StrategicFactors ETF

111 hedge funds and large institutions have $646M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4.93% less ownership

Funds ownership: 84.31%79.38% (-4.9%)

5% less funds holding

Funds holding: 117111 (-6)

14% less capital invested

Capital invested by funds: $753M → $646M (-$107M)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
1.87%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.2%
New
8
Increased
37
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$36K -$20.2K -175 -35%
RG
102
Retirement Group
California
$21K
SWM
103
Spire Wealth Management
Virginia
$19K -$11.9K -103 -36%
AWM
104
Accel Wealth Management
Iowa
$13K
SPIA
105
Steward Partners Investment Advisory
New York
$12K
HFS
106
Heritage Financial Services
Massachusetts
$10K +$11.2K +97 New
EWA
107
EverSource Wealth Advisors
Alabama
$8K
TVWM
108
Tower View Wealth Management
Wisconsin
$7K +$7.5K +65 New
CIAS
109
Capital Investment Advisory Services
North Carolina
$5K
First Manhattan
110
First Manhattan
New York
$3K
GRP
111
Global Retirement Partners
California
$2K
WA
112
Win Advisors
Florida
-$8.52M -68,414 Closed
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
-$2M -16,015 Closed
RWMH
114
Riverpoint Wealth Management Holdings
Illinois
-$837K -6,716 Closed
MWM
115
MBE Wealth Management
Wisconsin
-$237K -1,899 Closed
EWM
116
Echo Wealth Management
Minnesota
-$217K -1,775 Closed
EFG
117
Erickson Financial Group
Pennsylvania
-$219K -1,754 Closed
HCM
118
Hengehold Capital Management
Ohio
-$211K -1,697 Closed
ERIM
119
Eagle Ridge Investment Management
Connecticut
-$204K -1,634 Closed
WSWA
120
Warren Street Wealth Advisors
California
-$203K -1,632 Closed
SFP
121
Strategic Financial Partners
Oregon
-$200K -1,604 Closed
HA
122
Herold Advisors
New York
-$162K -1,300 Closed
UBS Group
123
UBS Group
Switzerland
-$160K -1,285 Closed
MCC
124
Money Concepts Capital
Florida
-$96K -770 Closed
GT
125
Glenmede Trust
Pennsylvania
-$18K -150 Closed