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State Street SPDR MSCI World StrategicFactors ETF

22 hedge funds and large institutions have $11.1M invested in State Street SPDR MSCI World StrategicFactors ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

16% more funds holding

Funds holding: 1922 (+3)

8% more capital invested

Capital invested by funds: $10.3M → $11.1M (+$809K)

1.78% more ownership

Funds ownership: 19.93%21.7% (+1.8%)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$1.86M -$1.49M -13,813 -45%
LPL Financial
2
LPL Financial
California
$1.44M +$339K +3,139 +32%
GWM
3
Geneos Wealth Management
Colorado
$1.38M +$184K +1,705 +16%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$1.38M +$328K +3,034 +32%
FWM
5
Fingerlakes Wealth Management
New York
$1.17M +$1.13M +10,508 New
Osaic Holdings
6
Osaic Holdings
Arizona
$633K +$479K +4,440 +345%
Citadel Advisors
7
Citadel Advisors
Florida
$630K -$765K -7,082 -55%
NEPWA
8
New England Private Wealth Advisors
Massachusetts
$574K +$649K +6,016 +151%
CAL
9
Capital Analysts LLC
Pennsylvania
$468K +$50.4K +467 +12%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$456K +$2.16K +20 +0.5%
APA
11
American Portfolios Advisors
New York
$440K +$66.4K +615 +18%
MFG
12
Merit Financial Group
Georgia
$202K +$197K +1,827 New
Bank of America
13
Bank of America
North Carolina
$158K +$106K +984 +219%
HI
14
Hudock Inc
Pennsylvania
$150K +$1.19K +11 +0.8%
Koshinski Asset Management
15
Koshinski Asset Management
Illinois
$100K -$260K -2,411 -73%
PFA
16
Professional Financial Advisors
Nebraska
$31K
UBS Group
17
UBS Group
Switzerland
$22K -$11.8K -109 -35%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$10K
HI
19
Harbour Investments
Wisconsin
$5K
FHC
20
First Heartland Consultants
Missouri
$343 -$51.1K -473 -13%
Fidelity Investments
21
Fidelity Investments
Massachusetts
+$108 +1 New

QWLD Hedge Fund Activity: Q4 2021 in Review

22 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI World StrategicFactors ETF (QWLD) for Q4 2021, worth a combined $11.1M — up 7.9% from $10.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new QWLD positions and 0 closed out — a net gain of 3 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was New England Private Wealth Advisors, adding an estimated $649K. The largest seller was Jane Street, cutting an estimated $1.49M.

  • 22 institutional investors held State Street SPDR MSCI World StrategicFactors ETF (QWLD) as of Q4 2021, up from 19 in Q3 2021.
  • Funds reported $11.1M of State Street SPDR MSCI World StrategicFactors ETF stock for Q4 2021, up 7.9% quarter-over-quarter.
  • 3 funds opened new State Street SPDR MSCI World StrategicFactors ETF positions in Q4 2021 and 0 closed out, a net change of +3 holders.
  • The largest State Street SPDR MSCI World StrategicFactors ETF buyer in Q4 2021 was New England Private Wealth Advisors, an estimated $649K added.
  • The largest State Street SPDR MSCI World StrategicFactors ETF seller in Q4 2021 was Jane Street, an estimated $1.49M sold.

Based on aggregated 13F filings for Q4 2021.