State Street SPDR MSCI USA StrategicFactors ETF
100 hedge funds and large institutions have $646M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
6% more capital invested
Capital invested by funds: $608M → $646M (+$38.6M)
4% more funds holding
Funds holding: 96 → 100 (+4)
3% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 36
1.24% less ownership
Funds ownership: 73.36% → 72.12% (-1.2%)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$10.4M |
| 2 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
+$9.53M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
+$8.78M |
| 4 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
+$5.19M |
| 5 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$3.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$31M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.85M |
| 3 |
LFF
Level Four Financial
Dallas,
Texas
|
-$3.13M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.47M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.14M |
QUS Hedge Fund Activity: Q1 2021 in Review
100 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q1 2021, worth a combined $646M — up 6.4% from $608M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new QUS positions and 11 closed out — a net gain of 5 holders — while 37 added to existing stakes and 36 trimmed.
The largest buyer was SFMG Wealth Advisors, adding an estimated $10.4M. The largest seller was LPL Financial, cutting an estimated $31M.
- 100 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q1 2021, up from 96 in Q4 2020.
- Funds reported $646M of State Street SPDR MSCI USA StrategicFactors ETF stock for Q1 2021, up 6.4% quarter-over-quarter.
- 16 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q1 2021 and 11 closed out, a net change of +5 holders.
- The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q1 2021 was SFMG Wealth Advisors, an estimated $10.4M added.
- The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q1 2021 was LPL Financial, an estimated $31M sold.
Based on aggregated 13F filings for Q1 2021.