State Street SPDR MSCI USA StrategicFactors ETF
94 hedge funds and large institutions have $528M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 11 closing their positions.
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
0.55% less ownership
Funds ownership: 69.02% → 68.47% (-0.55%)
2% less capital invested
Capital invested by funds: $540M → $528M (-$11.6M)
3% less funds holding
Funds holding: 97 → 94 (-3)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
23% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
+$57.1M |
| 2 |
FI
Financial Insights
Tacoma,
Washington
|
+$6.27M |
| 3 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
+$4.23M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.15M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$34.5M |
| 2 |
SI
SimpliFi Inc
San Diego,
California
|
-$18M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$14.7M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$11.6M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$11.4M |
QUS Hedge Fund Activity: Q3 2020 in Review
94 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q3 2020, worth a combined $528M — down 2.2% from $540M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of QUS and 9 opened new positions — a net loss of 2 holders — while 40 trimmed existing stakes and 31 added.
The largest buyer was Colony Group, opening a new position worth an estimated $57.1M. The largest seller was Ameriprise, cutting an estimated $34.5M.
- 94 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q3 2020, down from 97 in Q2 2020.
- Funds reported $528M of State Street SPDR MSCI USA StrategicFactors ETF stock for Q3 2020, down 2.2% quarter-over-quarter.
- 9 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q3 2020 and 11 closed out, a net change of -2 holders.
- The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q3 2020 was Colony Group, an estimated $57.1M added.
- The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q3 2020 was Ameriprise, an estimated $34.5M sold.
Based on aggregated 13F filings for Q3 2020.