State Street SPDR MSCI World StrategicFactors ETF
QWLD
44 hedge funds and large institutions have $91.1M invested in State Street SPDR MSCI World StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 5 closing their positions.
163% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 8
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
5% more funds holding
Funds holding: 42 → 44 (+2)
2% more capital invested
Capital invested by funds: $89.1M → $91.1M (+$1.99M)
0.92% more ownership
Funds ownership: 63.05% → 63.96% (+0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.61M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.57M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$1.31M |
| 4 |
MP
McDonald Partners
Cleveland,
Ohio
|
+$815K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$569K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$1.45M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.22M |
| 3 |
Jane Street
New York
|
-$734K |
| 4 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$696K |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$205K |
QWLD Hedge Fund Activity: Q4 2024 in Review
44 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI World StrategicFactors ETF (QWLD) for Q4 2024, worth a combined $91.1M — up 2.2% from $89.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new QWLD positions and 5 closed out — a net gain of 4 holders — while 21 added to existing stakes and 8 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $4.61M. The largest seller was Zimmermann Investment Management & Planning, exiting entirely with an estimated $1.45M sold.
- 44 institutional investors held State Street SPDR MSCI World StrategicFactors ETF (QWLD) as of Q4 2024, up from 42 in Q3 2024.
- Funds reported $91.1M of State Street SPDR MSCI World StrategicFactors ETF stock for Q4 2024, up 2.2% quarter-over-quarter.
- 9 funds opened new State Street SPDR MSCI World StrategicFactors ETF positions in Q4 2024 and 5 closed out, a net change of +4 holders.
- The largest State Street SPDR MSCI World StrategicFactors ETF buyer in Q4 2024 was Osaic Holdings, an estimated $4.61M added.
- The largest State Street SPDR MSCI World StrategicFactors ETF seller in Q4 2024 was Zimmermann Investment Management & Planning, an estimated $1.45M sold.
Based on aggregated 13F filings for Q4 2024.