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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: 127 → 127 (0)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-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
–
Top Buyers
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$10.2M |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$6.56M |
| 3 |
SAM
Silverhawk Asset Management
Scottsdale,
Arizona
|
-$6.08M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.87M |
| 5 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
-$3.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
126
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $4.67K | – | – | – |
|
127
First Manhattan
New York
| $2.46K | -$1.3K | -11 | -35% |
|
|
GRP
128
Global Retirement Partners
San Rafael,
California
| $2.34K | – | – | – |
|
|
WA
129
Win Advisors
Palm Beach Gardens,
Florida
| – | -$2.66M | -22,943 | Closed |
|
130
Jane Street
New York
| – | -$506K | -4,367 | Closed |
|
|
IA
131
IFG Advisory
Atlanta,
Georgia
| – | -$259K | -2,235 | Closed |
|
|
AAS
132
Avantax Advisory Services
Dallas,
Texas
| – | -$231K | -1,989 | Closed |
|
133
JP Morgan Chase
New York
| – | -$171K | -1,473 | Closed |
|
|
ASN
134
Advisory Services Network
Atlanta,
Georgia
| – | -$32.7K | -282 | Closed |
|
|
AWM
135
Accel Wealth Management
Waverly,
Iowa
| – | -$13.9K | -120 | Closed |
|
136
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$10.1K | -87 | Closed |
|
|
SWM
137
Spire Wealth Management
Mclean,
Virginia
| – | -$3.25K | -28 | Closed |
|