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State Street SPDR MSCI USA StrategicFactors ETF
4 hedge funds and large institutions have $4.18M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2016 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
7.23% less ownership
Funds ownership: 39.49% → 32.26% (-7.2%)
16% less capital invested
Capital invested by funds: $4.99M → $4.18M (-$808K)
33% less funds holding
Funds holding: 6 → 4 (-2)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Holders
4
Holders Change
-2
Holders Change %
-33.33%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$70.8K |
Top Sellers
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$485K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$413K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$88.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2.43M | -$88.4K | -1,388 | -4% |
|
|
SSWM
2
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $1.18M | +$70.8K | +1,112 | +6% |
|
|
AGA
3
Accuvest Global Advisors
Provo,
Utah
| $517K | -$485K | -7,610 | -49% |
|
4
Bank of America
Charlotte,
North Carolina
| $52K | – | – | – |
|
|
5
Citadel Advisors
Miami,
Florida
| – | -$413K | -6,536 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$2K | -30 | Closed |
|