State Street SPDR MSCI USA StrategicFactors ETF
97 hedge funds and large institutions have $549M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 11 closing their positions.
91% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 11
64% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 25
36% more capital invested
Capital invested by funds: $403M → $549M (+$146M)
9% more funds holding
Funds holding: 89 → 97 (+8)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
8.45% less ownership
Funds ownership: 77.48% → 69.02% (-8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$57.4M |
| 2 |
AFG
Affinia Financial Group
Burlington,
Massachusetts
|
+$11.4M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$10.8M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$10.6M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$26M |
| 2 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
-$7.15M |
| 3 |
FI
Financial Insights
Tacoma,
Washington
|
-$5.88M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$5.33M |
| 5 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$3.42M |
QUS Hedge Fund Activity: Q2 2020 in Review
97 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q2 2020, worth a combined $549M — up 36% from $403M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new QUS positions and 11 closed out — a net gain of 10 holders — while 41 added to existing stakes and 25 trimmed.
The largest buyer was LPL Financial, adding an estimated $57.4M. The largest seller was Ameriprise, cutting an estimated $26M.
- 97 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q2 2020, up from 89 in Q1 2020.
- Funds reported $549M of State Street SPDR MSCI USA StrategicFactors ETF stock for Q2 2020, up 36% quarter-over-quarter.
- 21 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q2 2020 and 11 closed out, a net change of +10 holders.
- The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q2 2020 was LPL Financial, an estimated $57.4M added.
- The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q2 2020 was Ameriprise, an estimated $26M sold.
Based on aggregated 13F filings for Q2 2020.