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SPDR MSCI USA StrategicFactors ETF

83 hedge funds and large institutions have $400M invested in 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.

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 Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$116M 1,224,207 +492,839 +67%
BCI
2
Brinker Capital Investments
Pennsylvania
$45M 475,160 +146,006 +44%
SWA
3
SFMG Wealth Advisors
Texas
$33.5M 353,331 +172,423 +95%
SI
4
SimpliFi Inc
California
$19.7M 208,139 +1,950 +0.9%
JWM
5
Jackson Wealth Management
Florida
$19.1M 196,696 +672 +0.3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.3M 193,247 +30,190 +19%
SMM
7
Stadion Money Management
Georgia
$14.5M 153,398 +4,410 +3%
RJA
8
Raymond James & Associates
Florida
$11M 116,644 +20 +0%
FI
9
Financial Insights
Washington
$10.1M 106,952 -856 -0.8%
FHB
10
First Hawaiian Bank
Hawaii
$9.54M 100,761 +1,814 +2%
SCA
11
Snowden Capital Advisors
New York
$9.14M 96,549 +10,612 +12%
CA
12
Continuum Advisory
Idaho
$7.33M 77,364 -1,230 -2%
LPL Financial
13
LPL Financial
California
$6.42M 67,814 +17,035 +34%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.03M 53,130 +1,009 +2%
OWA
15
Outlook Wealth Advisors
Texas
$4.96M 52,322 -10,321 -16%
AMM
16
American Money Management
California
$4.84M 51,107 -858 -2%
MAM
17
Marotta Asset Management
Virginia
$4.82M 50,474 +50,474 New
SEIA
18
Signature Estate & Investment Advisors
California
$4.51M 47,582 +2,847 +6%
Bank of America
19
Bank of America
North Carolina
$4.19M 44,227 +42,059 +1,940%
RFM
20
Royal Fund Management
Florida
$3.9M 41,191 +1,581 +4%
AWM
21
AE Wealth Management
Kansas
$3.26M 34,431 +34,431 New
SS
22
Simplicity Solutions
Minnesota
$3.21M 33,888 +33,888 New
BFG
23
Barber Financial Group
Kansas
$3.18M 33,580 -7,584 -18%
SPA
24
Sentinel Pension Advisors
Massachusetts
$3.04M 32,069 +32,069 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$3M 31,689 +22,207 +234%