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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
ACM
101
Allred Capital Management
Texas
$216K
PFO
102
Pathstone Family Office
New Jersey
$215K +$210K +1,851 New
JP Morgan Chase
103
JP Morgan Chase
New York
$171K
FHA
104
First Horizon Advisors
Tennessee
$144K
IA
105
IFP Advisors
Florida
$83.3K -$3.7M -32,668 -97%
UBS Group
106
UBS Group
Switzerland
$81.6K +$79.8K +704 New
AWM
107
Aspire Wealth Management
Massachusetts
$79.8K
CSPIA
108
Cary Street Partners Investment Advisory
Virginia
$63.2K
CFD
109
Creative Financial Designs
Indiana
$62.1K +$3.51K +31 +6%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$52K +$7.25K +64 +17%
Wells Fargo
111
Wells Fargo
California
$49.9K -$3.29K -29 -6%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$40.9K -$16.4K -145 -29%
HI
113
Harbour Investments
Wisconsin
$40.6K
TRCT
114
Tower Research Capital (TRC)
New York
$40K -$2.49K -22 -6%
ASN
115
Advisory Services Network
Georgia
$32.7K -$8.73K -77 -21%
RCM
116
Raleigh Capital Management
North Carolina
$25.9K -$497K -4,384 -95%
SPIA
117
Steward Partners Investment Advisory
New York
$25.3K
US Bancorp
118
US Bancorp
Minnesota
$23.2K
RG
119
Retirement Group
California
$18K -$1.93K -17 -10%
AF
120
Advisornet Financial
Minnesota
$14.5K -$161K -1,417 -92%
AWM
121
Accel Wealth Management
Iowa
$13.9K
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$10.1K -$9.86K -87 -50%
CIAS
123
Capital Investment Advisory Services
North Carolina
$5.22K
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$4.41K +$4.31K +38 New
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$4.18K -$195K -1,723 -5%