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State Street SPDR MSCI World StrategicFactors ETF

26 hedge funds and large institutions have $28.2M invested in State Street SPDR MSCI World StrategicFactors ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

30% more funds holding

Funds holding: 2026 (+6)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

1% less capital invested

Capital invested by funds: $28.5M → $28.2M (-$210K)

3.63% less ownership

Funds ownership: 41.49%37.86% (-3.6%)

Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.33M -$221K -2,280 -3%
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$3.96M +$682K +7,023 +21%
Jane Street
3
Jane Street
New York
$3.85M -$4.71M -48,537 -56%
SFC
4
SYM Financial Corp
Indiana
$2.23M +$664K +6,842 +44%
FWM
5
Fingerlakes Wealth Management
New York
$1.64M +$169K +1,736 +12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.6M +$1.56M +16,092 New
GWM
7
Geneos Wealth Management
Colorado
$1.19M -$16.3K -168 -1%
FEG
8
Financial Enhancement Group
Indiana
$696K +$4.46K +46 +0.7%
Osaic Holdings
9
Osaic Holdings
Arizona
$614K -$971 -10 -0.2%
OMC
10
Old Mission Capital
Illinois
$608K +$594K +6,115 New
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$595K +$581K +5,982 New
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$401K
CAL
13
Capital Analysts LLC
Pennsylvania
$378K
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$302K +$261K +2,693 +781%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$294K +$287K +2,956 New
SWP
16
Stratos Wealth Partners
Ohio
$286K -$420K -4,323 -60%
FHA
17
Flagship Harbor Advisors
Massachusetts
$282K -$1.94M -19,962 -88%
Citadel Advisors
18
Citadel Advisors
Florida
$263K +$256K +2,641 New
TFS
19
Thoroughbred Financial Services
Tennessee
$232K
FHC
20
First Heartland Consultants
Missouri
$219K +$214K +2,207 New
APWA
21
Atlas Private Wealth Advisors
New Jersey
$209K +$204K +2,098 New
Bank of America
22
Bank of America
North Carolina
$47.1K +$485 +5 +1%
BAM
23
Belpointe Asset Management
Nevada
$9.94K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$9K
GRP
25
Global Retirement Partners
California
$5.53K

QWLD Hedge Fund Activity: Q1 2023 in Review

26 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI World StrategicFactors ETF (QWLD) for Q1 2023, worth a combined $28.2M — down 0.74% from $28.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new QWLD positions and 1 closed out — a net gain of 6 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $1.56M. The largest seller was Jane Street, cutting an estimated $4.71M.

  • 26 institutional investors held State Street SPDR MSCI World StrategicFactors ETF (QWLD) as of Q1 2023, up from 20 in Q4 2022.
  • Funds reported $28.2M of State Street SPDR MSCI World StrategicFactors ETF stock for Q1 2023, down 0.74% quarter-over-quarter.
  • 7 funds opened new State Street SPDR MSCI World StrategicFactors ETF positions in Q1 2023 and 1 closed out, a net change of +6 holders.
  • The largest State Street SPDR MSCI World StrategicFactors ETF buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $1.56M added.
  • The largest State Street SPDR MSCI World StrategicFactors ETF seller in Q1 2023 was Jane Street, an estimated $4.71M sold.

Based on aggregated 13F filings for Q1 2023.