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State Street SPDR MSCI World StrategicFactors ETF

41 hedge funds and large institutions have $85.8M invested in State Street SPDR MSCI World StrategicFactors ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

22% more capital invested

Capital invested by funds: $70.3M → $85.8M (+$15.5M)

21% more funds holding

Funds holding: 3441 (+7)

4.59% more ownership

Funds ownership: 61.7%66.28% (+4.6%)

Holders
41
Holders Change
+7
Holders Change %
+20.59%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
20
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$515K +$508K +4,282 New
CAL
27
Capital Analysts LLC
Pennsylvania
$464K +$1.9K +16 +0.4%
TFS
28
Thoroughbred Financial Services
Tennessee
$409K
EAM
29
Empirical Asset Management
Massachusetts
$390K +$385K +3,244 New
HighTower Advisors
30
HighTower Advisors
Illinois
$356K +$17.8K +150 +5%
FHA
31
Flagship Harbor Advisors
Massachusetts
$248K +$1.31K +11 +0.5%
Mariner
32
Mariner
Kansas
$243K +$239K +2,017 New
IA
33
IFP Advisors
Florida
$240K
IAIM
34
International Assets Investment Management
Florida
$96.5K +$95.2K +802 New
Morgan Stanley
35
Morgan Stanley
New York
$17.8K +$17.6K +148 New
Bank of America
36
Bank of America
North Carolina
$15.6K -$35K -295 -69%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$13.5K +$1.19K +10 +10%
GRP
38
Global Retirement Partners
California
$6.62K
CA
39
CoreCap Advisors
Michigan
$6.26K +$4.04K +34 +189%
HI
40
Harbour Investments
Wisconsin
$5.29K
FHC
41
First Heartland Consultants
Missouri
$352 +$11K +93 +3%
HNB
42
Huntington National Bank
Ohio
$120
Wells Fargo
43
Wells Fargo
California
$40
ITB
44
Idaho Trust Bank
Idaho
-$2.35M -19,593 Closed
FTUS
45
Flow Traders U.S.
New York
-$1.19M -9,936 Closed

QWLD Hedge Fund Activity: Q2 2024 in Review

41 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI World StrategicFactors ETF (QWLD) for Q2 2024, worth a combined $85.8M — up 22% from $70.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QWLD positions and 2 closed out — a net gain of 7 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.88M. The largest seller was LPL Financial, cutting an estimated $2.37M.

  • 41 institutional investors held State Street SPDR MSCI World StrategicFactors ETF (QWLD) as of Q2 2024, up from 34 in Q1 2024.
  • Funds reported $85.8M of State Street SPDR MSCI World StrategicFactors ETF stock for Q2 2024, up 22% quarter-over-quarter.
  • 9 funds opened new State Street SPDR MSCI World StrategicFactors ETF positions in Q2 2024 and 2 closed out, a net change of +7 holders.
  • The largest State Street SPDR MSCI World StrategicFactors ETF buyer in Q2 2024 was Jane Street, an estimated $5.88M added.
  • The largest State Street SPDR MSCI World StrategicFactors ETF seller in Q2 2024 was LPL Financial, an estimated $2.37M sold.

Based on aggregated 13F filings for Q2 2024.