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State Street SPDR MSCI USA StrategicFactors ETF

55 hedge funds and large institutions have $200M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

86% more capital invested

Capital invested by funds: $108M → $200M (+$92M)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

20% more funds holding

Funds holding: 4655 (+9)

9.15% more ownership

Funds ownership: 48.62%57.77% (+9.2%)

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
1.19%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
12
Increased
26
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$38.7M +$38M +449,091 New
SI
2
SimpliFi Inc
California
$18M +$4.44M +52,454 +33%
JWM
3
Jackson Wealth Management
Florida
$16.3M +$15.7M +185,569 New
SMM
4
Stadion Money Management
Georgia
$13.4M +$186K +2,200 +1%
BFG
5
Barber Financial Group
Kansas
$11.4M +$11.2M +132,493 New
RJA
6
Raymond James & Associates
Florida
$10.1M -$279K -3,297 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.44M +$855K +10,099 +10%
FI
8
Financial Insights
Washington
$9.05M +$109K +1,287 +1%
FHB
9
First Hawaiian Bank
Hawaii
$7.53M +$7.4M +87,412 New
SCA
10
Snowden Capital Advisors
New York
$6.78M +$729K +8,613 +12%
CA
11
Continuum Advisory
Idaho
$6.09M -$289K -3,419 -5%
OWA
12
Outlook Wealth Advisors
Texas
$5.65M +$241K +2,842 +5%
AMM
13
American Money Management
California
$4.52M +$23.3K +275 +0.5%
PGA
14
Premia Global Advisors
Florida
$3.7M +$3.63M +42,913 New
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$3.62M
Jane Street
16
Jane Street
New York
$3.57M +$2.97M +35,085 +554%
SEIA
17
Signature Estate & Investment Advisors
California
$3.23M +$271K +3,201 +9%
RFM
18
Royal Fund Management
Florida
$3.18M +$180K +2,129 +6%
LPL Financial
19
LPL Financial
California
$3.15M +$904K +10,679 +41%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.03M +$759K +8,964 +34%
SAM
21
Stringer Asset Management
Tennessee
$2.05M -$169K -1,998 -8%
SSWM
22
Sheets Smith Wealth Management
North Carolina
$1.84M -$80.5K -951 -4%
GM
23
GeoWealth Management
Illinois
$1.48M +$1.46M +17,205 New
MA
24
Mutual Advisors
Nebraska
$1.34M +$35.6K +420 +3%
UCFA
25
United Capital Financial Advisors
Texas
$1.14M +$189K +2,234 +20%