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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
PFO
101
Pathstone Family Office
New Jersey
$228K
RJA
102
Raymond James & Associates
Florida
$207K +$199K +1,684 New
NEPWA
103
New England Private Wealth Advisors
Massachusetts
$205K +$196K +1,662 New
VAF
104
Values Added Financial
District of Columbia
$201K +$193K +1,634 New
UBS Group
105
UBS Group
Switzerland
$163K +$73.2K +620 +88%
FHA
106
First Horizon Advisors
Tennessee
$153K
CFD
107
Creative Financial Designs
Indiana
$109K +$41.1K +348 +65%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$104K +$58.2K +493 +140%
IA
109
IFP Advisors
Florida
$104K -$26.8K -227 -21%
AWM
110
Aspire Wealth Management
Massachusetts
$85.2K +$590 +5 +0.7%
CSPIA
111
Cary Street Partners Investment Advisory
Virginia
$67K
LWCFA
112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62K +$59.5K +504 New
Wells Fargo
113
Wells Fargo
California
$53K +$118 +1 +0.2%
RCM
114
Raleigh Capital Management
North Carolina
$47.6K +$19.4K +164 +74%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$47K -$7.55K -64 -14%
HI
116
Harbour Investments
Wisconsin
$43K
SPIA
117
Steward Partners Investment Advisory
New York
$26.8K
US Bancorp
118
US Bancorp
Minnesota
$24.6K
AF
119
Allworth Financial
California
$23.9K +$22.9K +194 New
BWP
120
Baldwin Wealth Partners
Massachusetts
$21.6K +$20.8K +176 New
RG
121
Retirement Group
California
$15.9K -$3.54K -30 -19%
AF
122
Advisornet Financial
Minnesota
$15.4K
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$6.76K +$6.49K +55 New
SIS
124
Sound Income Strategies
Florida
$6.76K +$6.49K +55 New
CIAS
125
Capital Investment Advisory Services
North Carolina
$5.53K