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State Street SPDR MSCI USA StrategicFactors ETF

153 hedge funds and large institutions have $1.13B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.07B → $1.13B (+$61M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 155153 (-2)

2.42% less ownership

Funds ownership: 82.1%79.68% (-2.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

34% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 61

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
16
Increased
40
Reduced
61
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$387K +$14K +92 +4%
Osaic Holdings
102
Osaic Holdings
Arizona
$362K -$557K -3,666 -61%
IWC
103
Integrated Wealth Concepts
Massachusetts
$356K +$61.2K +403 +22%
JWCA
104
J.W. Cole Advisors
Florida
$354K -$2.28K -15 -0.7%
AF
105
Apollon Financial
South Carolina
$343K +$331K +2,180 New
PCG
106
Prosperity Consulting Group
Maryland
$337K +$325K +2,137 New
VFPW
107
Vantage Financial Partners (Wisconsin)
Wisconsin
$333K -$164K -1,079 -34%
CAM
108
Cresset Asset Management
Illinois
$322K +$310K +2,043 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$317K +$112K +734 +57%
GL
110
Graypoint LLC
New York
$313K
WFAG
111
Worth Financial Advisory Group
North Carolina
$310K -$35.3K -232 -11%
HPC
112
Hobart Private Capital
North Carolina
$303K -$14.1K -93 -5%
Lido Advisors
113
Lido Advisors
California
$299K
LIA
114
Lynx Investment Advisory
District of Columbia
$297K
FFN
115
Focus Financial Network
Minnesota
$290K
Mariner
116
Mariner
Kansas
$288K -$14.4K -95 -5%
CPW
117
Catalyst Private Wealth
California
$284K
B
118
Bailard
California
$278K
NEPWA
119
New England Private Wealth Advisors
Massachusetts
$266K
VAF
120
Values Added Financial
District of Columbia
$250K -$4.86K -32 -2%
TRCT
121
Tower Research Capital (TRC)
New York
$242K -$286K -1,884 -55%
CFD
122
Creative Financial Designs
Indiana
$233K -$41.9K -276 -16%
SFA
123
Sequoia Financial Advisors
Ohio
$230K
BRWA
124
B. Riley Wealth Advisors
Florida
$226K -$2.73K -18 -1%
MF
125
Montis Financial
Massachusetts
$222K