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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.

New
Increased
Maintained
Reduced
Closed

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

40% more capital invested

Capital invested by funds: $286M → $400M (+$115M)

28% more funds holding

Funds holding: 6583 (+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: 77 (0)

Holders
83
Holders Change
+18
Holders Change %
+27.69%
% of All Funds
1.64%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
24
Increased
37
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$116M +$45.1M +492,839 +67%
BCI
2
Brinker Capital Investments
Pennsylvania
$45M +$13.3M +146,006 +44%
SWA
3
SFMG Wealth Advisors
Texas
$33.5M +$15.8M +172,423 +95%
SI
4
SimpliFi Inc
California
$19.7M +$178K +1,950 +0.9%
JWM
5
Jackson Wealth Management
Florida
$19.1M +$61.4K +672 +0.3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.3M +$2.76M +30,190 +19%
SMM
7
Stadion Money Management
Georgia
$14.5M +$403K +4,410 +3%
RJA
8
Raymond James & Associates
Florida
$11M +$1.83K +20 +0%
FI
9
Financial Insights
Washington
$10.1M -$78.3K -856 -0.8%
FHB
10
First Hawaiian Bank
Hawaii
$9.54M +$166K +1,814 +2%
SCA
11
Snowden Capital Advisors
New York
$9.14M +$970K +10,612 +12%
CA
12
Continuum Advisory
Idaho
$7.33M -$112K -1,230 -2%
LPL Financial
13
LPL Financial
California
$6.42M +$1.56M +17,035 +34%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.03M +$92.2K +1,009 +2%
OWA
15
Outlook Wealth Advisors
Texas
$4.96M -$944K -10,321 -16%
AMM
16
American Money Management
California
$4.84M -$78.4K -858 -2%
MAM
17
Marotta Asset Management
Virginia
$4.82M +$4.61M +50,474 New
SEIA
18
Signature Estate & Investment Advisors
California
$4.5M +$260K +2,847 +6%
Bank of America
19
Bank of America
North Carolina
$4.19M +$3.84M +42,059 +1,940%
RFM
20
Royal Fund Management
Florida
$3.9M +$145K +1,581 +4%
AWM
21
AE Wealth Management
Kansas
$3.26M +$3.15M +34,431 New
SS
22
Simplicity Solutions
Minnesota
$3.21M +$3.1M +33,888 New
BFG
23
Barber Financial Group
Kansas
$3.18M -$693K -7,584 -18%
SPA
24
Sentinel Pension Advisors
Massachusetts
$3.04M +$2.93M +32,069 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$3M +$2.03M +22,207 +234%