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.
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: 5 → 7 (+2)
20% more funds holding
Funds holding: 46 → 55 (+9)
9.15% more ownership
Funds ownership: 48.62% → 57.77% (+9.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$38M |
| 2 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
+$15.7M |
| 3 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$11.2M |
| 4 |
FHB
First Hawaiian Bank
Honolulu,
Hawaii
|
+$7.4M |
| 5 |
SI
SimpliFi Inc
San Diego,
California
|
+$4.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.32M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.6M |
| 3 |
OCM
Oakwood Capital Management
Los Angeles,
California
|
-$1.17M |
| 4 |
CA
Continuum Advisory
Eagle,
Idaho
|
-$289K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$279K |
QUS Hedge Fund Activity: Q2 2019 in Review
55 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q2 2019, worth a combined $200M — up 86% from $108M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new QUS positions and 3 closed out — a net gain of 9 holders — while 26 added to existing stakes and 12 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $38M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.32M sold.
- 55 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q2 2019, up from 46 in Q1 2019.
- Funds reported $200M of State Street SPDR MSCI USA StrategicFactors ETF stock for Q2 2019, up 86% quarter-over-quarter.
- 12 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q2 2019 and 3 closed out, a net change of +9 holders.
- The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q2 2019 was Ameriprise, an estimated $38M added.
- The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q2 2019 was Goldman Sachs, an estimated $3.32M sold.
Based on aggregated 13F filings for Q2 2019.