State Street SPDR MSCI USA StrategicFactors ETF
128 hedge funds and large institutions have $800M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
2.8% more ownership
Funds ownership: 78.76% → 81.55% (+2.8%)
3% more capital invested
Capital invested by funds: $773M → $800M (+$26.4M)
1% more funds holding
Funds holding: 127 → 128 (+1)
5% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
+$18.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.5M |
| 3 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
+$5.06M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.24M |
| 5 |
TF
Theory Financial
Fort Collins,
Colorado
|
+$3.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
-$3.28M |
| 2 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
-$2.67M |
| 3 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
-$2.08M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.74M |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$1.67M |
QUS Hedge Fund Activity: Q3 2023 in Review
128 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q3 2023, worth a combined $800M — up 3.4% from $773M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new QUS positions and 9 closed out — a net gain of 3 holders — while 42 added to existing stakes and 44 trimmed.
The largest buyer was Colony Group, adding an estimated $18.5M. The largest seller was Hobart Private Capital, cutting an estimated $3.28M.
- 128 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q3 2023, up from 127 in Q2 2023.
- Funds reported $800M of State Street SPDR MSCI USA StrategicFactors ETF stock for Q3 2023, up 3.4% quarter-over-quarter.
- 12 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q3 2023 and 9 closed out, a net change of +3 holders.
- The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q3 2023 was Colony Group, an estimated $18.5M added.
- The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q3 2023 was Hobart Private Capital, an estimated $3.28M sold.
Based on aggregated 13F filings for Q3 2023.