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.
71% more funds holding in top 10
Funds holding in top 10: 7 → 12 (+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: 83 → 89 (+6)
1% more capital invested
Capital invested by funds: $400M → $403M (+$2.39M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$83.4M |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$31.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$14.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$13.9M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$45M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$22.2M |
| 3 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$19.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.1M |
| 5 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$6.55M |
QUS Hedge Fund Activity: Q1 2020 in Review
89 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q1 2020, worth a combined $403M — up 0.6% from $400M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new QUS positions and 16 closed out — a net gain of 10 holders — while 32 added to existing stakes and 23 trimmed.
The largest buyer was Tolleson Wealth Management, opening a new position worth an estimated $83.4M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $45M sold.
- 89 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q1 2020, up from 83 in Q4 2019.
- Funds reported $403M of State Street SPDR MSCI USA StrategicFactors ETF stock for Q1 2020, up 0.6% quarter-over-quarter.
- 26 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q1 2020 and 16 closed out, a net change of +10 holders.
- The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q1 2020 was Tolleson Wealth Management, an estimated $83.4M added.
- The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q1 2020 was Brinker Capital Investments, an estimated $45M sold.
Based on aggregated 13F filings for Q1 2020.