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State Street SPDR MSCI World StrategicFactors ETF

44 hedge funds and large institutions have $91.1M invested in State Street SPDR MSCI World StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

5% more funds holding

Funds holding: 4244 (+2)

2% more capital invested

Capital invested by funds: $89.1M → $91.1M (+$1.99M)

0.92% more ownership

Funds ownership: 63.05%63.96% (+0.92%)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$519K -$4.09K -32 -0.8%
FHC
27
First Heartland Consultants
Missouri
$493K +$12.1K +95 +2%
CAL
28
Capital Analysts LLC
Pennsylvania
$460K -$17.9K -140 -4%
Goldman Sachs
29
Goldman Sachs
New York
$450K +$464K +3,632 New
TFS
30
Thoroughbred Financial Services
Tennessee
$439K +$18K +141 +4%
HighTower Advisors
31
HighTower Advisors
Illinois
$367K +$128 +1 +0%
Jane Street
32
Jane Street
New York
$288K -$734K -5,745 -71%
IA
33
IFP Advisors
Florida
$247K
CFB
34
Cullen/Frost Bankers
Texas
$141K +$145K +1,135 New
GT
35
Glenmede Trust
Pennsylvania
$123K +$127K +990 New
Morgan Stanley
36
Morgan Stanley
New York
$53.6K +$36.4K +285 +193%
CF
37
Collier Financial
Colorado
$50.4K +$52K +407 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$42.7K
Fidelity Investments
39
Fidelity Investments
Massachusetts
$40.9K +$27.9K +218 +195%
Bank of America
40
Bank of America
North Carolina
$23.9K +$6.26K +49 +34%
GRP
41
Global Retirement Partners
California
$6.81K
HI
42
Harbour Investments
Wisconsin
$5.45K
HNB
43
Huntington National Bank
Ohio
$124
Wells Fargo
44
Wells Fargo
California
$66 +$128 +1 New
ZIMP
45
Zimmermann Investment Management & Planning
Pennsylvania
-$1.45M -11,263 Closed
Citadel Advisors
46
Citadel Advisors
Florida
-$1.22M -9,434 Closed
FEG
47
Financial Enhancement Group
Indiana
-$696K -6,909 Closed
FHA
48
Flagship Harbor Advisors
Massachusetts
-$205K -1,590 Closed
UBS Group
49
UBS Group
Switzerland
-$90.7K -704 Closed

QWLD Hedge Fund Activity: Q4 2024 in Review

44 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI World StrategicFactors ETF (QWLD) for Q4 2024, worth a combined $91.1M — up 2.2% from $89.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QWLD positions and 5 closed out — a net gain of 4 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $4.61M. The largest seller was Zimmermann Investment Management & Planning, exiting entirely with an estimated $1.45M sold.

  • 44 institutional investors held State Street SPDR MSCI World StrategicFactors ETF (QWLD) as of Q4 2024, up from 42 in Q3 2024.
  • Funds reported $91.1M of State Street SPDR MSCI World StrategicFactors ETF stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 9 funds opened new State Street SPDR MSCI World StrategicFactors ETF positions in Q4 2024 and 5 closed out, a net change of +4 holders.
  • The largest State Street SPDR MSCI World StrategicFactors ETF buyer in Q4 2024 was Osaic Holdings, an estimated $4.61M added.
  • The largest State Street SPDR MSCI World StrategicFactors ETF seller in Q4 2024 was Zimmermann Investment Management & Planning, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2024.