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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.

New
Increased
Maintained
Reduced
Closed

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: 1315 (+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: 9496 (+2)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
1.7%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.27%
New
20
Increased
28
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1
Tolleson Wealth Management
Texas
$105M +$14.3M +143,280 +17%
LPL Financial
2
LPL Financial
California
$84.3M -$10.7M -107,363 -12%
CG
3
Colony Group
Massachusetts
$71.3M +$7.11M +71,164 +12%
Ameriprise
4
Ameriprise
Minnesota
$41.4M +$9.2M +92,053 +30%
SMM
5
Stadion Money Management
Georgia
$31.6M -$423K -4,233 -1%
SWA
6
SFMG Wealth Advisors
Texas
$30.3M +$526K +5,268 +2%
LFAS
7
Level Four Advisory Services
Texas
$29.7M -$3.46M -34,598 -11%
SMA
8
Sage Mountain Advisors
Georgia
$21.5M +$20.6M +206,016 New
GPWA
9
Great Point Wealth Advisors
Massachusetts
$19.1M +$6.13M +61,384 +51%
AFG
10
Affinia Financial Group
Massachusetts
$15M +$289K +2,894 +2%
FHB
11
First Hawaiian Bank
Hawaii
$12.1M -$21.4K -214 -0.2%
Osaic Holdings
12
Osaic Holdings
Arizona
$10.8M -$544K -5,448 -5%
FI
13
Financial Insights
Washington
$10.5M -$534K -5,341 -5%
FSG
14
Financial Strategies Group
Michigan
$7.6M +$359K +3,595 +5%
CA
15
Continuum Advisory
Idaho
$7.5M +$55.4K +555 +0.8%
AMM
16
American Money Management
California
$7.11M +$1.22M +12,181 +22%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.43M +$438K +4,383 +8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.88M -$88.1K -882 -2%
SPA
19
Sentinel Pension Advisors
Massachusetts
$5.15M +$202K +2,018 +4%
RFM
20
Royal Fund Management
Florida
$5.09M +$162K +1,617 +3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.93M -$261K -2,611 -5%
AFM
22
Andesa Financial Management
Pennsylvania
$4.59M -$2.95M -29,499 -40%
OWA
23
Outlook Wealth Advisors
Texas
$4.59M -$99.7K -998 -2%
MAM
24
Marotta Asset Management
Virginia
$4.5M -$165K -1,652 -4%
GWAG
25
Garrett Wealth Advisory Group
Texas
$4.12M +$421K +4,217 +12%