State Street SPDR MSCI World StrategicFactors ETF
QWLD
33 hedge funds and large institutions have $74.5M invested in State Street SPDR MSCI World StrategicFactors ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 3 closing their positions.
260% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 5
70% more capital invested
Capital invested by funds: $43.8M → $74.5M (+$30.6M)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
20.29% more ownership
Funds ownership: 50.87% → 71.17% (+20%)
6% more funds holding
Funds holding: 31 → 33 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$8.66M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$7.07M |
| 3 |
LPL Financial
San Diego,
California
|
+$6.98M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.31M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$519K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$294K |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$291K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$277K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$73.8K |
| 5 |
SFC
SYM Financial Corp
Winona Lake,
Indiana
|
-$44.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Cetera Investment Advisers
Schaumburg,
Illinois
| $214K | +$203K | +1,942 | New |
|
|
PS
27
Principal Securities
Des Moines,
Iowa
| $211K | +$200K | +1,914 | New |
|
28
Bank of America
Charlotte,
North Carolina
| $45.2K | +$209 | +2 | +0.5% |
|
|
FCT
29
First Community Trust
Dubuque,
Iowa
| $17K | +$16.1K | +154 | New |
|
30
Fidelity Investments
Boston,
Massachusetts
| $11.2K | +$10.7K | +102 | New |
|
|
RIM
31
Rockbridge Investment Management
Syracuse,
New York
| $9.03K | +$8.57K | +82 | New |
|
|
GRP
32
Global Retirement Partners
San Rafael,
California
| $6.06K | – | – | – |
|
|
HI
33
Harbour Investments
Madison,
Wisconsin
| $4.85K | – | – | – |
|
|
HNB
34
Huntington National Bank
Columbus,
Ohio
| $110 | – | – | – |
|
|
FHA
35
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$294K | -2,898 | Closed |
|
36
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$38.6K | -381 | Closed |
|
37
UBS Group
Zurich,
Switzerland
| – | -$3.55K | -35 | Closed |
|
QWLD Hedge Fund Activity: Q4 2023 in Review
33 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI World StrategicFactors ETF (QWLD) for Q4 2023, worth a combined $74.5M — up 70% from $43.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new QWLD positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, adding an estimated $8.66M. The largest seller was Flagship Harbor Advisors, exiting entirely with an estimated $294K sold.
- 33 institutional investors held State Street SPDR MSCI World StrategicFactors ETF (QWLD) as of Q4 2023, up from 31 in Q3 2023.
- Funds reported $74.5M of State Street SPDR MSCI World StrategicFactors ETF stock for Q4 2023, up 70% quarter-over-quarter.
- 5 funds opened new State Street SPDR MSCI World StrategicFactors ETF positions in Q4 2023 and 3 closed out, a net change of +2 holders.
- The largest State Street SPDR MSCI World StrategicFactors ETF buyer in Q4 2023 was Jane Street, an estimated $8.66M added.
- The largest State Street SPDR MSCI World StrategicFactors ETF seller in Q4 2023 was Flagship Harbor Advisors, an estimated $294K sold.
Based on aggregated 13F filings for Q4 2023.