State Street SPDR MSCI USA StrategicFactors ETF
96 hedge funds and large institutions have $608M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 17 closing their positions.
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
15% more capital invested
Capital invested by funds: $528M → $608M (+$79.8M)
4.89% more ownership
Funds ownership: 68.47% → 73.36% (+4.9%)
2% more funds holding
Funds holding: 94 → 96 (+2)
22% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$14.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.2M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
+$7.11M |
| 4 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
+$6.13M |
| 5 |
CCM
Covington Capital Management
Los Angeles,
California
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$10.7M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$9.03M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.36M |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$3.46M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.34M |
QUS Hedge Fund Activity: Q4 2020 in Review
96 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q4 2020, worth a combined $608M — up 15% from $528M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new QUS positions and 17 closed out — a net gain of 3 holders — while 28 added to existing stakes and 36 trimmed.
The largest buyer was Tolleson Wealth Management, adding an estimated $14.3M. The largest seller was LPL Financial, cutting an estimated $10.7M.
- 96 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q4 2020, up from 94 in Q3 2020.
- Funds reported $608M of State Street SPDR MSCI USA StrategicFactors ETF stock for Q4 2020, up 15% quarter-over-quarter.
- 20 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q4 2020 and 17 closed out, a net change of +3 holders.
- The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q4 2020 was Tolleson Wealth Management, an estimated $14.3M added.
- The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q4 2020 was LPL Financial, an estimated $10.7M sold.
Based on aggregated 13F filings for Q4 2020.