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State Street SPDR MSCI World StrategicFactors ETF

31 hedge funds and large institutions have $43.8M invested in State Street SPDR MSCI World StrategicFactors ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

23% more capital invested

Capital invested by funds: $35.6M → $43.8M (+$8.25M)

15% more funds holding

Funds holding: 2731 (+4)

8.21% more ownership

Funds ownership: 42.66%50.87% (+8.2%)

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
16
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$15.7M +$625K +5,989 +4%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.73M +$3.85M +36,842 New
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$3.58M -$177K -1,691 -5%
Jane Street
4
Jane Street
New York
$2.88M +$2.97M +28,412 New
SFC
5
SYM Financial Corp
Indiana
$2.34M +$67.7K +648 +3%
FWM
6
Fingerlakes Wealth Management
New York
$1.85M +$86.9K +832 +5%
SWP
7
Stratos Wealth Partners
Ohio
$1.77M +$77.3K +740 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.49M +$112K +1,077 +8%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.48M +$524K +5,022 +52%
GWM
10
Geneos Wealth Management
Colorado
$1.2M +$49.3K +472 +4%
RJA
11
Raymond James & Associates
Florida
$1.2M +$11.7K +112 +1%
IP
12
Ignite Planners
California
$796K +$828K +7,925 New
Osaic Holdings
13
Osaic Holdings
Arizona
$650K +$29.3K +281 +5%
FEG
14
Financial Enhancement Group
Indiana
$649K +$7.94K +76 +1%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$625K +$14.6K +140 +2%
OMC
16
Old Mission Capital
Illinois
$620K
APWA
17
Atlas Private Wealth Advisors
New Jersey
$542K +$75.6K +724 +16%
Citadel Advisors
18
Citadel Advisors
Florida
$536K +$552K +5,291 New
NEPWA
19
New England Private Wealth Advisors
Massachusetts
$410K
CAL
20
Capital Analysts LLC
Pennsylvania
$388K
TFS
21
Thoroughbred Financial Services
Tennessee
$299K +$40.2K +385 +15%
FHA
22
Flagship Harbor Advisors
Massachusetts
$294K +$16K +153 +6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$219K +$226K +2,160 New
FHC
24
First Heartland Consultants
Missouri
$216K -$5.64K -54 -2%
IA
25
IFP Advisors
Florida
$202K +$209K +1,997 New

QWLD Hedge Fund Activity: Q3 2023 in Review

31 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI World StrategicFactors ETF (QWLD) for Q3 2023, worth a combined $43.8M — up 23% from $35.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new QWLD positions and 2 closed out — a net gain of 4 holders — while 16 added to existing stakes and 4 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $3.85M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $648K sold.

  • 31 institutional investors held State Street SPDR MSCI World StrategicFactors ETF (QWLD) as of Q3 2023, up from 27 in Q2 2023.
  • Funds reported $43.8M of State Street SPDR MSCI World StrategicFactors ETF stock for Q3 2023, up 23% quarter-over-quarter.
  • 6 funds opened new State Street SPDR MSCI World StrategicFactors ETF positions in Q3 2023 and 2 closed out, a net change of +4 holders.
  • The largest State Street SPDR MSCI World StrategicFactors ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $3.85M added.
  • The largest State Street SPDR MSCI World StrategicFactors ETF seller in Q3 2023 was Atria Wealth Solutions, an estimated $648K sold.

Based on aggregated 13F filings for Q3 2023.