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State Street SPDR MSCI World StrategicFactors ETF

42 hedge funds and large institutions have $89.1M invested in State Street SPDR MSCI World StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more funds holding

Funds holding: 4142 (+1)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

4% more capital invested

Capital invested by funds: $85.8M → $89.1M (+$3.32M)

3.24% less ownership

Funds ownership: 66.28%63.05% (-3.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
16
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$36.3M +$5.27M +42,362 +18%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.87M -$101K -810 -1%
AssetMark Inc
3
AssetMark Inc
California
$4.93M +$14.3K +115 +0.3%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$3.08M -$735K -5,907 -20%
SFC
5
SYM Financial Corp
Indiana
$3.06M +$147K +1,184 +5%
RJA
6
Raymond James & Associates
Florida
$2.98M +$1.21M +9,739 +73%
FWM
7
Fingerlakes Wealth Management
New York
$2.78M -$73.4K -590 -3%
IP
8
Ignite Planners
California
$2.75M +$276K +2,220 +12%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.03M +$183K +1,470 +10%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$1.97M -$170K -1,370 -8%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$1.79M +$62.2K +500 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.63M -$391K -3,143 -20%
Mariner
13
Mariner
Kansas
$1.58M +$1.28M +10,271 +509%
GWM
14
Geneos Wealth Management
Colorado
$1.45M -$45.6K -367 -3%
ZIMP
15
Zimmermann Investment Management & Planning
Pennsylvania
$1.45M -$1.66M -13,355 -54%
SWP
16
Stratos Wealth Partners
Ohio
$1.42M -$71.5K -575 -5%
Citadel Advisors
17
Citadel Advisors
Florida
$1.22M -$4.04M -32,530 -78%
EAM
18
Empirical Asset Management
Massachusetts
$1.18M +$734K +5,904 +182%
AWA
19
ARQ Wealth Advisors
Arizona
$1.16M +$1.13M +9,084 New
Jane Street
20
Jane Street
New York
$1.04M -$5.16M -41,503 -84%
APWA
21
Atlas Private Wealth Advisors
New Jersey
$1.02M +$32.3K +260 +3%
PS
22
Principal Securities
Iowa
$976K +$117K +937 +14%
Osaic Holdings
23
Osaic Holdings
Arizona
$844K -$213K -1,715 -21%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$739K +$100K +807 +16%
FEG
25
Financial Enhancement Group
Indiana
$696K +$251K +2,020 +41%

QWLD Hedge Fund Activity: Q3 2024 in Review

42 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI World StrategicFactors ETF (QWLD) for Q3 2024, worth a combined $89.1M — up 3.9% from $85.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new QWLD positions and 2 closed out — a net gain of 1 holder — while 16 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.27M. The largest seller was Jane Street, cutting an estimated $5.16M.

  • 42 institutional investors held State Street SPDR MSCI World StrategicFactors ETF (QWLD) as of Q3 2024, up from 41 in Q2 2024.
  • Funds reported $89.1M of State Street SPDR MSCI World StrategicFactors ETF stock for Q3 2024, up 3.9% quarter-over-quarter.
  • 3 funds opened new State Street SPDR MSCI World StrategicFactors ETF positions in Q3 2024 and 2 closed out, a net change of +1 holder.
  • The largest State Street SPDR MSCI World StrategicFactors ETF buyer in Q3 2024 was LPL Financial, an estimated $5.27M added.
  • The largest State Street SPDR MSCI World StrategicFactors ETF seller in Q3 2024 was Jane Street, an estimated $5.16M sold.

Based on aggregated 13F filings for Q3 2024.