State Street SPDR MSCI USA StrategicFactors ETF
119 hedge funds and large institutions have $808M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 9 closing their positions.
200% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 9
20% more capital invested
Capital invested by funds: $676M → $808M (+$132M)
16% more funds holding
Funds holding: 103 → 119 (+16)
5.1% more ownership
Funds ownership: 70.5% → 75.61% (+5.1%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
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
|
+$24.5M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$7.2M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.43M |
| 4 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
+$3.4M |
| 5 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$3.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.79M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$3.95M |
| 3 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
-$3.87M |
| 4 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$3.21M |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$1.48M |
QUS Hedge Fund Activity: Q4 2021 in Review
119 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q4 2021, worth a combined $808M — up 20% from $676M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new QUS positions and 9 closed out — a net gain of 18 holders — while 31 added to existing stakes and 40 trimmed.
The largest buyer was Colony Group, adding an estimated $24.5M. The largest seller was Ameriprise, cutting an estimated $5.79M.
- 119 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q4 2021, up from 103 in Q3 2021.
- Funds reported $808M of State Street SPDR MSCI USA StrategicFactors ETF stock for Q4 2021, up 20% quarter-over-quarter.
- 27 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q4 2021 and 9 closed out, a net change of +18 holders.
- The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q4 2021 was Colony Group, an estimated $24.5M added.
- The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q4 2021 was Ameriprise, an estimated $5.79M sold.
Based on aggregated 13F filings for Q4 2021.