State Street SPDR MSCI USA StrategicFactors ETF
46 hedge funds and large institutions have $108M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 3 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
110% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 10
95% more capital invested
Capital invested by funds: $55.1M → $108M (+$52.5M)
31% more funds holding
Funds holding: 35 → 46 (+11)
5.93% more ownership
Funds ownership: 42.69% → 48.62% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SimpliFi Inc
San Diego,
California
|
+$12.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.09M |
| 3 |
SCA
Snowden Capital Advisors
New York
|
+$5.56M |
| 4 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$4.97M |
| 5 |
AMM
American Money Management
Rancho Santa Fe,
California
|
+$3.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.61M |
| 2 |
TA
TMD & Associates
Scottsdale,
Arizona
|
-$762K |
| 3 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$203K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$176K |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$156K |
QUS Hedge Fund Activity: Q1 2019 in Review
46 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q1 2019, worth a combined $108M — up 95% from $55.1M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new QUS positions and 3 closed out — a net gain of 11 holders — while 21 added to existing stakes and 10 trimmed.
The largest buyer was SimpliFi Inc, opening a new position worth an estimated $12.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.61M sold.
- 46 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q1 2019, up from 35 in Q4 2018.
- Funds reported $108M of State Street SPDR MSCI USA StrategicFactors ETF stock for Q1 2019, up 95% quarter-over-quarter.
- 14 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q1 2019 and 3 closed out, a net change of +11 holders.
- The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q1 2019 was SimpliFi Inc, an estimated $12.4M added.
- The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q1 2019 was Citadel Advisors, an estimated $3.61M sold.
Based on aggregated 13F filings for Q1 2019.