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State Street SPDR MSCI World StrategicFactors ETF

20 hedge funds and large institutions have $28.5M invested in State Street SPDR MSCI World StrategicFactors ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

17% more capital invested

Capital invested by funds: $24.4M → $28.5M (+$4.09M)

0.46% more ownership

Funds ownership: 41.03%41.49% (+0.46%)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

5% less funds holding

Funds holding: 2120 (-1)

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$8.19M -$3.27M -35,421 -29%
LPL Financial
2
LPL Financial
California
$8.08M +$3.86M +41,766 +94%
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$3.08M +$1.67M +18,117 +123%
FHA
4
Flagship Harbor Advisors
Massachusetts
$2.14M -$958K -10,362 -31%
SFC
5
SYM Financial Corp
Indiana
$1.46M +$1.44M +15,541 New
FWM
6
Fingerlakes Wealth Management
New York
$1.38M -$52.5K -568 -4%
GWM
7
Geneos Wealth Management
Colorado
$1.14M -$15.7K -170 -1%
FEG
8
Financial Enhancement Group
Indiana
$677K +$308K +3,328 +94%
SWP
9
Stratos Wealth Partners
Ohio
$676K +$666K +7,202 New
Osaic Holdings
10
Osaic Holdings
Arizona
$580K +$464K +5,020 +431%
NEPWA
11
New England Private Wealth Advisors
Massachusetts
$378K +$1.48K +16 +0.4%
CAL
12
Capital Analysts LLC
Pennsylvania
$357K +$1.66K +18 +0.5%
TFS
13
Thoroughbred Financial Services
Tennessee
$219K +$216K +2,340 New
Bank of America
14
Bank of America
North Carolina
$44K
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$33.7K -$10.6K -115 -25%
BAM
16
Belpointe Asset Management
Nevada
$9.38K +$9.24K +100 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$9K
GRP
18
Global Retirement Partners
California
$5.16K
HI
19
Harbour Investments
Wisconsin
$4.13K
IA
20
IFP Advisors
Florida
$4K
HNB
21
Huntington National Bank
Ohio
$94
Citadel Advisors
22
Citadel Advisors
Florida
-$2.19M -25,795 Closed
HI
23
Hudock Inc
Pennsylvania
-$111K -1,311 Closed

QWLD Hedge Fund Activity: Q4 2022 in Review

20 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI World StrategicFactors ETF (QWLD) for Q4 2022, worth a combined $28.5M — up 17% from $24.4M a quarter earlier.

Fund positioning in QWLD was balanced in Q4 2022: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.86M. The largest seller was Jane Street, cutting an estimated $3.27M.

  • 20 institutional investors held State Street SPDR MSCI World StrategicFactors ETF (QWLD) as of Q4 2022, down from 21 in Q3 2022.
  • Funds reported $28.5M of State Street SPDR MSCI World StrategicFactors ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 4 funds opened new State Street SPDR MSCI World StrategicFactors ETF positions in Q4 2022 and 4 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI World StrategicFactors ETF buyer in Q4 2022 was LPL Financial, an estimated $3.86M added.
  • The largest State Street SPDR MSCI World StrategicFactors ETF seller in Q4 2022 was Jane Street, an estimated $3.27M sold.

Based on aggregated 13F filings for Q4 2022.