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State Street SPDR MSCI USA StrategicFactors ETF

89 hedge funds and large institutions have $403M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

16.29% more ownership

Funds ownership: 61.19%77.48% (+16%)

7% more funds holding

Funds holding: 8389 (+6)

1% more capital invested

Capital invested by funds: $400M → $403M (+$2.39M)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.96%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.26%
New
26
Increased
32
Reduced
23
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$74.7M -$22.2M -246,231 -20%
TWM
2
Tolleson Wealth Management
Texas
$70.8M +$83.4M +926,815 New
LFAS
3
Level Four Advisory Services
Texas
$27M +$31.8M +352,945 New
SMM
4
Stadion Money Management
Georgia
$23.5M +$13.8M +153,893 +100%
SWA
5
SFMG Wealth Advisors
Texas
$21.4M -$6.55M -72,797 -21%
LPL Financial
6
LPL Financial
California
$17M +$13.9M +154,418 +228%
Bank of America
7
Bank of America
North Carolina
$15.7M +$14.5M +161,223 +365%
SI
8
SimpliFi Inc
California
$15.2M -$873K -9,707 -5%
RJA
9
Raymond James & Associates
Florida
$9.19M +$336K +3,734 +3%
FI
10
Financial Insights
Washington
$8.24M +$80.4K +894 +0.8%
FHB
11
First Hawaiian Bank
Hawaii
$7.79M +$111K +1,229 +1%
SCA
12
Snowden Capital Advisors
New York
$7.38M +$9.54K +106 +0.1%
GPWA
13
Great Point Wealth Advisors
Massachusetts
$6.9M +$8.13M +90,372 New
Osaic Holdings
14
Osaic Holdings
Arizona
$6.23M +$7.33M +81,503 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.21M -$10.1M -111,964 -58%
AFM
16
Andesa Financial Management
Pennsylvania
$5.18M +$6.1M +67,760 New
MFG
17
Merit Financial Group
Georgia
$5.17M +$5.87M +65,196 +2,663%
CA
18
Continuum Advisory
Idaho
$5.09M -$719K -7,995 -10%
FSG
19
Financial Strategies Group
Michigan
$4.97M +$5.85M +65,027 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.96M +$1.07M +11,854 +22%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$4.47M +$4.74M +52,648 +895%
MAM
22
Marotta Asset Management
Virginia
$4.21M +$624K +6,930 +14%
SAM
23
Stringer Asset Management
Tennessee
$4.01M +$2.76M +30,682 +140%
AMM
24
American Money Management
California
$3.99M +$105K +1,172 +2%
OWA
25
Outlook Wealth Advisors
Texas
$3.9M -$109K -1,207 -2%