State Street SPDR MSCI USA StrategicFactors ETF
127 hedge funds and large institutions have $748M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 51 reducing their positions, and 15 closing their positions.
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
6% more capital invested
Capital invested by funds: $708M → $748M (+$39.5M)
2% more funds holding
Funds holding: 125 → 127 (+2)
0.46% less ownership
Funds ownership: 79.18% → 78.72% (-0.46%)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
35% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ES
Eagle Strategies
New York
|
+$19.4M |
| 2 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
+$8.34M |
| 3 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
+$7.37M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$7.12M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$4.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
-$20M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$7.32M |
| 3 |
VFM
Valley Financial Management
New York
|
-$6.38M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.23M |
| 5 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$5M |
QUS Hedge Fund Activity: Q1 2023 in Review
127 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q1 2023, worth a combined $748M — up 5.6% from $708M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new QUS positions and 15 closed out — a net gain of 3 holders — while 33 added to existing stakes and 51 trimmed.
The largest buyer was Eagle Strategies, adding an estimated $19.4M. The largest seller was Tolleson Wealth Management, cutting an estimated $20M.
- 127 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q1 2023, up from 125 in Q4 2022.
- Funds reported $748M of State Street SPDR MSCI USA StrategicFactors ETF stock for Q1 2023, up 5.6% quarter-over-quarter.
- 18 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q1 2023 and 15 closed out, a net change of +3 holders.
- The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q1 2023 was Eagle Strategies, an estimated $19.4M added.
- The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q1 2023 was Tolleson Wealth Management, an estimated $20M sold.
Based on aggregated 13F filings for Q1 2023.