State Street SPDR MSCI USA StrategicFactors ETF
146 hedge funds and large institutions have $895M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 9 closing their positions.
222% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 9
14% more funds holding
Funds holding: 128 → 146 (+18)
12% more capital invested
Capital invested by funds: $800M → $895M (+$95.6M)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
0.16% less ownership
Funds ownership: 81.55% → 81.39% (-0.16%)
32% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$9.27M |
| 2 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
+$6.72M |
| 3 |
Cerity Partners
New York
|
+$5.35M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.21M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ES
Eagle Strategies
New York
|
-$26.1M |
| 2 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
-$5.42M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$3.96M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.54M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.49M |
QUS Hedge Fund Activity: Q4 2023 in Review
146 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q4 2023, worth a combined $895M — up 12% from $800M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new QUS positions and 9 closed out — a net gain of 20 holders — while 38 added to existing stakes and 56 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $9.27M. The largest seller was Eagle Strategies, cutting an estimated $26.1M.
- 146 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q4 2023, up from 128 in Q3 2023.
- Funds reported $895M of State Street SPDR MSCI USA StrategicFactors ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 29 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q4 2023 and 9 closed out, a net change of +20 holders.
- The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q4 2023 was Raymond James & Associates, an estimated $9.27M added.
- The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q4 2023 was Eagle Strategies, an estimated $26.1M sold.
Based on aggregated 13F filings for Q4 2023.