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State Street SPDR MSCI World StrategicFactors ETF

41 hedge funds and large institutions have $85.8M invested in State Street SPDR MSCI World StrategicFactors ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

22% more capital invested

Capital invested by funds: $70.3M → $85.8M (+$15.5M)

21% more funds holding

Funds holding: 3441 (+7)

4.59% more ownership

Funds ownership: 61.7%66.28% (+4.6%)

Holders
41
Holders Change
+7
Holders Change %
+20.59%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
20
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$28.8M -$2.37M -19,962 -8%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.52M +$152K +1,283 +2%
Jane Street
3
Jane Street
New York
$5.96M +$5.88M +49,572 New
Citadel Advisors
4
Citadel Advisors
Florida
$5.05M +$4.98M +41,964 New
AssetMark Inc
5
AssetMark Inc
California
$4.59M +$4.53M +38,157 New
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$3.58M -$261K -2,196 -7%
ZIMP
7
Zimmermann Investment Management & Planning
Pennsylvania
$2.96M +$949K +7,991 +48%
SFC
8
SYM Financial Corp
Indiana
$2.71M -$34.2K -288 -1%
FWM
9
Fingerlakes Wealth Management
New York
$2.67M +$308K +2,594 +13%
IP
10
Ignite Planners
California
$2.33M +$264K +2,222 +13%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$2M -$38.9K -328 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.9M -$44.2K -372 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.71M +$613K +5,161 +57%
RJA
14
Raymond James & Associates
Florida
$1.61M +$72.8K +613 +5%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$1.61M +$282K +2,376 +22%
GWM
16
Geneos Wealth Management
Colorado
$1.4M -$31.6K -266 -2%
SWP
17
Stratos Wealth Partners
Ohio
$1.39M +$18.3K +154 +1%
Osaic Holdings
18
Osaic Holdings
Arizona
$995K -$477K -4,014 -33%
APWA
19
Atlas Private Wealth Advisors
New Jersey
$923K +$472K +3,972 +107%
PS
20
Principal Securities
Iowa
$799K +$569K +4,791 +259%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$776K +$722K +6,079 +1,762%
UBS Group
22
UBS Group
Switzerland
$721K +$711K +5,990 New
FEG
23
Financial Enhancement Group
Indiana
$597K +$72.3K +609 +14%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$593K +$103K +866 +21%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$588K +$211K +1,776 +57%

QWLD Hedge Fund Activity: Q2 2024 in Review

41 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI World StrategicFactors ETF (QWLD) for Q2 2024, worth a combined $85.8M — up 22% from $70.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QWLD positions and 2 closed out — a net gain of 7 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.88M. The largest seller was LPL Financial, cutting an estimated $2.37M.

  • 41 institutional investors held State Street SPDR MSCI World StrategicFactors ETF (QWLD) as of Q2 2024, up from 34 in Q1 2024.
  • Funds reported $85.8M of State Street SPDR MSCI World StrategicFactors ETF stock for Q2 2024, up 22% quarter-over-quarter.
  • 9 funds opened new State Street SPDR MSCI World StrategicFactors ETF positions in Q2 2024 and 2 closed out, a net change of +7 holders.
  • The largest State Street SPDR MSCI World StrategicFactors ETF buyer in Q2 2024 was Jane Street, an estimated $5.88M added.
  • The largest State Street SPDR MSCI World StrategicFactors ETF seller in Q2 2024 was LPL Financial, an estimated $2.37M sold.

Based on aggregated 13F filings for Q2 2024.