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State Street SPDR MSCI USA StrategicFactors ETF

65 hedge funds and large institutions have $286M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

43% more capital invested

Capital invested by funds: $200M → $286M (+$86.1M)

18% more funds holding

Funds holding: 5565 (+10)

1.57% more ownership

Funds ownership: 57.77%59.34% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.43%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
13
Increased
28
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$64.9M +$24.7M +282,277 +63%
BCI
2
Brinker Capital Investments
Pennsylvania
$29.2M +$28.8M +329,154 New
SI
3
SimpliFi Inc
California
$18.3M -$283K -3,226 -2%
JWM
4
Jackson Wealth Management
Florida
$17.2M +$916K +10,455 +6%
SWA
5
SFMG Wealth Advisors
Texas
$16.1M +$15.8M +180,908 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.5M +$4.69M +53,500 +49%
SMM
7
Stadion Money Management
Georgia
$13.2M -$587K -6,700 -4%
RJA
8
Raymond James & Associates
Florida
$10.4M -$56.9K -649 -0.6%
FI
9
Financial Insights
Washington
$9.57M +$190K +2,170 +2%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$9.3M
FHB
11
First Hawaiian Bank
Hawaii
$8.78M +$1.01M +11,535 +13%
SCA
12
Snowden Capital Advisors
New York
$7.63M +$630K +7,194 +9%
CA
13
Continuum Advisory
Idaho
$6.89M +$724K +8,269 +12%
OWA
14
Outlook Wealth Advisors
Texas
$5.56M -$257K -2,937 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.63M +$1.48M +16,922 +48%
AMM
16
American Money Management
California
$4.61M -$46.3K -529 -1%
LPL Financial
17
LPL Financial
California
$4.51M +$1.24M +14,157 +39%
SEIA
18
Signature Estate & Investment Advisors
California
$3.97M +$638K +7,281 +19%
BFG
19
Barber Financial Group
Kansas
$3.65M -$8M -91,329 -69%
PGA
20
Premia Global Advisors
Florida
$3.52M -$287K -3,275 -8%
RFM
21
Royal Fund Management
Florida
$3.52M +$231K +2,641 +7%
GM
22
GeoWealth Management
Illinois
$2.32M +$781K +8,920 +52%
SAM
23
Stringer Asset Management
Tennessee
$1.98M -$131K -1,500 -6%
SSWM
24
Sheets Smith Wealth Management
North Carolina
$1.88M -$15.3K -175 -0.8%
FFN
25
Focus Financial Network
Minnesota
$1.74M +$1.72M +19,638 New