State Street SPDR MSCI USA StrategicFactors ETF
83 hedge funds and large institutions have $400M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 5 closing their positions.
2,388% more capital inflows, than outflows
Capital inflows: $109M | Capital outflows: $4.39M
380% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 5
147% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 15
28% more funds holding
Funds holding: 65 → 83 (+18)
1.85% more ownership
Funds ownership: 59.34% → 61.19% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$45.1M |
| 2 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$15.8M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$13.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.84M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$944K |
| 2 |
Jane Street
New York
|
-$759K |
| 3 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$693K |
| 4 |
SCM
Stonehearth Capital Management
Danvers,
Massachusetts
|
-$507K |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$489K |
QUS Hedge Fund Activity: Q4 2019 in Review
83 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q4 2019, worth a combined $400M — up 40% from $286M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new QUS positions and 5 closed out — a net gain of 19 holders — while 37 added to existing stakes and 15 trimmed.
The largest buyer was Ameriprise, adding an estimated $45.1M. The largest seller was Outlook Wealth Advisors, cutting an estimated $944K.
- 83 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q4 2019, up from 65 in Q3 2019.
- Funds reported $400M of State Street SPDR MSCI USA StrategicFactors ETF stock for Q4 2019, up 40% quarter-over-quarter.
- 24 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q4 2019 and 5 closed out, a net change of +19 holders.
- The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q4 2019 was Ameriprise, an estimated $45.1M added.
- The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q4 2019 was Outlook Wealth Advisors, an estimated $944K sold.
Based on aggregated 13F filings for Q4 2019.