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State Street SPDR MSCI World StrategicFactors ETF

42 hedge funds and large institutions have $89.1M invested in State Street SPDR MSCI World StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more funds holding

Funds holding: 4142 (+1)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

4% more capital invested

Capital invested by funds: $85.8M → $89.1M (+$3.32M)

3.24% less ownership

Funds ownership: 66.28%63.05% (-3.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
16
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$642K +$12.4K +100 +2%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$561K +$541K +4,353 New
PWM
28
Perigon Wealth Management
California
$539K -$11.8K -95 -2%
FHC
29
First Heartland Consultants
Missouri
$501K +$120K +966 +33%
CAL
30
Capital Analysts LLC
Pennsylvania
$497K
TFS
31
Thoroughbred Financial Services
Tennessee
$438K
HighTower Advisors
32
HighTower Advisors
Illinois
$381K
IA
33
IFP Advisors
Florida
$257K
FHA
34
Flagship Harbor Advisors
Massachusetts
$205K -$58.6K -471 -23%
UBS Group
35
UBS Group
Switzerland
$90.7K -$657K -5,286 -88%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$44.4K -$756K -6,079 -95%
Morgan Stanley
37
Morgan Stanley
New York
$19.1K
Bank of America
38
Bank of America
North Carolina
$18.5K +$1.74K +14 +11%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$14.4K
GRP
40
Global Retirement Partners
California
$7.08K
HI
41
Harbour Investments
Wisconsin
$5.67K
HNB
42
Huntington National Bank
Ohio
$129
Wells Fargo
43
Wells Fargo
California
$43
IAIM
44
International Assets Investment Management
Florida
-$96.5K -802 Closed
CA
45
CoreCap Advisors
Michigan
-$6.26K -52 Closed
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
+$249 +2 New

QWLD Hedge Fund Activity: Q3 2024 in Review

42 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI World StrategicFactors ETF (QWLD) for Q3 2024, worth a combined $89.1M — up 3.9% from $85.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new QWLD positions and 2 closed out — a net gain of 1 holder — while 16 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.27M. The largest seller was Jane Street, cutting an estimated $5.16M.

  • 42 institutional investors held State Street SPDR MSCI World StrategicFactors ETF (QWLD) as of Q3 2024, up from 41 in Q2 2024.
  • Funds reported $89.1M of State Street SPDR MSCI World StrategicFactors ETF stock for Q3 2024, up 3.9% quarter-over-quarter.
  • 3 funds opened new State Street SPDR MSCI World StrategicFactors ETF positions in Q3 2024 and 2 closed out, a net change of +1 holder.
  • The largest State Street SPDR MSCI World StrategicFactors ETF buyer in Q3 2024 was LPL Financial, an estimated $5.27M added.
  • The largest State Street SPDR MSCI World StrategicFactors ETF seller in Q3 2024 was Jane Street, an estimated $5.16M sold.

Based on aggregated 13F filings for Q3 2024.