State Street SPDR MSCI World StrategicFactors ETF
QWLD
31 hedge funds and large institutions have $43.8M invested in State Street SPDR MSCI World StrategicFactors ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
23% more capital invested
Capital invested by funds: $35.6M → $43.8M (+$8.25M)
15% more funds holding
Funds holding: 27 → 31 (+4)
8.21% more ownership
Funds ownership: 42.66% → 50.87% (+8.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.85M |
| 2 |
Jane Street
New York
|
+$2.97M |
| 3 |
IP
Ignite Planners
San Clemente,
California
|
+$828K |
| 4 |
LPL Financial
San Diego,
California
|
+$625K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$552K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$648K |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$177K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$34.8K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$11K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$7.83K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Bank of America
Charlotte,
North Carolina
| $41.3K | -$7.83K | -75 | -16% |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $38.6K | +$36.5K | +350 | +1,129% |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| $36.6K | +$209 | +2 | +0.6% |
|
|
GRP
29
Global Retirement Partners
San Rafael,
California
| $5.51K | – | – | – |
|
|
HI
30
Harbour Investments
Madison,
Wisconsin
| $4.46K | – | – | – |
|
|
31
UBS Group
Zurich,
Switzerland
| $3.55K | -$34.8K | -333 | -90% |
|
|
HNB
32
Huntington National Bank
Columbus,
Ohio
| $101 | – | – | – |
|
|
AWS
33
Atria Wealth Solutions
New York
| – | -$648K | -6,218 | Closed |
|
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$11K | -106 | Closed |
|
QWLD Hedge Fund Activity: Q3 2023 in Review
31 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI World StrategicFactors ETF (QWLD) for Q3 2023, worth a combined $43.8M — up 23% from $35.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new QWLD positions and 2 closed out — a net gain of 4 holders — while 16 added to existing stakes and 4 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $3.85M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $648K sold.
- 31 institutional investors held State Street SPDR MSCI World StrategicFactors ETF (QWLD) as of Q3 2023, up from 27 in Q2 2023.
- Funds reported $43.8M of State Street SPDR MSCI World StrategicFactors ETF stock for Q3 2023, up 23% quarter-over-quarter.
- 6 funds opened new State Street SPDR MSCI World StrategicFactors ETF positions in Q3 2023 and 2 closed out, a net change of +4 holders.
- The largest State Street SPDR MSCI World StrategicFactors ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $3.85M added.
- The largest State Street SPDR MSCI World StrategicFactors ETF seller in Q3 2023 was Atria Wealth Solutions, an estimated $648K sold.
Based on aggregated 13F filings for Q3 2023.