State Street SPDR MSCI World StrategicFactors ETF
QWLD
27 hedge funds and large institutions have $35.6M invested in State Street SPDR MSCI World StrategicFactors ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
26% more capital invested
Capital invested by funds: $28.2M → $35.6M (+$7.33M)
4.8% more ownership
Funds ownership: 37.86% → 42.66% (+4.8%)
4% more funds holding
Funds holding: 26 → 27 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.63M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.4M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.19M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$671K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$630K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.85M |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$280K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$273K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$263K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$248K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $4.58K | – | – | – |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3.23K | +$3.14K | +31 | New |
|
|
HNB
28
Huntington National Bank
Columbus,
Ohio
| $104 | – | – | – |
|
|
29
Jane Street
New York
| – | -$3.85M | -38,696 | Closed |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$263K | -2,641 | Closed |
|
|
BAM
31
Belpointe Asset Management
Reno,
Nevada
| – | -$9.94K | -100 | Closed |
|
QWLD Hedge Fund Activity: Q2 2023 in Review
27 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI World StrategicFactors ETF (QWLD) for Q2 2023, worth a combined $35.6M — up 26% from $28.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new QWLD positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.63M. The largest seller was Jane Street, exiting entirely with an estimated $3.85M sold.
- 27 institutional investors held State Street SPDR MSCI World StrategicFactors ETF (QWLD) as of Q2 2023, up from 26 in Q1 2023.
- Funds reported $35.6M of State Street SPDR MSCI World StrategicFactors ETF stock for Q2 2023, up 26% quarter-over-quarter.
- 4 funds opened new State Street SPDR MSCI World StrategicFactors ETF positions in Q2 2023 and 3 closed out, a net change of +1 holder.
- The largest State Street SPDR MSCI World StrategicFactors ETF buyer in Q2 2023 was LPL Financial, an estimated $6.63M added.
- The largest State Street SPDR MSCI World StrategicFactors ETF seller in Q2 2023 was Jane Street, an estimated $3.85M sold.
Based on aggregated 13F filings for Q2 2023.