QUS icon

SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

97 hedge funds and large institutions have $540M invested in SPDR MSCI USA StrategicFactors ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
1.99%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
21
Increased
41
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$79.1M
2
AFG
2
Affinia Financial Group
Massachusetts
$11.8M
3
AWM
3
AE Wealth Management
Kansas
$11.1M
4
SS
4
Simplicity Solutions
Minnesota
$11M
5
EH
5
Equitable Holdings
New York
$10.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$59.5M
2
TWM
2
Tolleson Wealth Management
Texas
$74.4M
3
MFG
3
Merit Financial Group
Georgia
$459K
4
LFAS
4
Level Four Advisory Services
Texas
$27.6M
5
AFM
5
Andesa Financial Management
Pennsylvania
$2.48M
Name Market Value Shares Shares
Change 		Shares
Change %
AMM
26
American Money Management
California
$4.73M 53,599 +1,320 +3%
OWA
27
Outlook Wealth Advisors
Texas
$4.24M 48,003 -3,112 -6%
SPA
28
Sentinel Pension Advisors
Massachusetts
$3.77M 42,677 +948 +2%
RFM
29
Royal Fund Management
Florida
$3.76M 42,597 +285 +0.7%
GWAG
30
Garrett Wealth Advisory Group
Texas
$3.72M 41,973 +41,973 New
SAM
31
Stringer Asset Management
Tennessee
$3.7M 41,884 -10,651 -20%
FHA
32
Flagship Harbor Advisors
Massachusetts
$3.19M 36,076 +3,529 +11%
ML
33
McAdam LLC
Pennsylvania
$2.97M 33,654 +5,096 +18%
SSWM
34
Sheets Smith Wealth Management
North Carolina
$2.68M 30,328 -3,397 -10%
AFM
35
Andesa Financial Management
Pennsylvania
$2.48M 28,144 -39,616 -58%
Morgan Stanley
36
Morgan Stanley
New York
$2.47M 27,983 +3,290 +13%
VIM
37
Vista Investment Management
Pennsylvania
$2.38M 26,907 +1,880 +8%
SWP
38
Stratos Wealth Partners
Ohio
$2.02M 22,858 +22,858 New
CWM
39
Cornerstone Wealth Management
Missouri
$1.93M 21,865 +13,349 +157%
Citadel Advisors
40
Citadel Advisors
Florida
$1.48M 16,797 +16,797 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.43M 16,152 +13,160 +440%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.37M 15,525 +1,217 +9%
LA
43
LexAurum Advisors
Kansas
$1.37M 15,519 -1,225 -7%
NEIRG
44
New England Investment & Retirement Group
Massachusetts
$1.35M 15,310 +15,310 New
NA
45
NewEdge Advisors
Louisiana
$1.22M 13,815 -412 -3%
UCFA
46
United Capital Financial Advisors
Texas
$1.06M 12,021 -277 -2%
HighTower Advisors
47
HighTower Advisors
Illinois
$931K 10,512 +448 +4%
PGAM
48
Princeton Global Asset Management
New Jersey
$928K 10,515 +6,675 +174%
PAG
49
Private Advisor Group
New Jersey
$866K 9,807 -4,698 -32%
JWBC
50
John W. Brooker & Co
California
$748K 8,465 +125 +1%
1
2
3 4 5