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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

94 hedge funds and large institutions have $528M invested in SPDR MSCI USA StrategicFactors ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
94
Holders Change
-3
Holders Change %
-3.09%
% of All Funds
1.9%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
9
Increased
31
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$57.8M
2
FI
2
Financial Insights
Washington
$10M
3
AFM
3
Andesa Financial Management
Pennsylvania
$6.95M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.72M
5
LPL Financial
5
LPL Financial
California
$86.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$28.8M
2
SI
2
SimpliFi Inc
California
$0
3
Bank of America
3
Bank of America
North Carolina
$3.72M
4
AWM
4
AE Wealth Management
Kansas
$230K
5
SS
5
Simplicity Solutions
Minnesota
$224K
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
26
Marotta Asset Management
Virginia
$4.23M 44,713 -17,393 -28%
Bank of America
27
Bank of America
North Carolina
$3.72M 39,258 -156,922 -80%
GWAG
28
Garrett Wealth Advisory Group
Texas
$3.34M 35,257 -6,716 -16%
ML
29
McAdam LLC
Pennsylvania
$3.27M 34,545 +891 +3%
FHA
30
Flagship Harbor Advisors
Massachusetts
$2.73M 28,827 -7,249 -20%
Morgan Stanley
31
Morgan Stanley
New York
$2.67M 28,252 +269 +1%
VIM
32
Vista Investment Management
Pennsylvania
$2.67M 28,211 +1,304 +5%
SAM
33
Stringer Asset Management
Tennessee
$2.57M 27,118 -14,766 -35%
CWM
34
Cornerstone Wealth Management
Missouri
$2.4M 25,319 +3,454 +16%
SSWM
35
Sheets Smith Wealth Management
North Carolina
$2.07M 21,911 -8,417 -28%
SWP
36
Stratos Wealth Partners
Ohio
$2.07M 21,818 -1,040 -5%
LA
37
LexAurum Advisors
Kansas
$1.72M 18,135 +2,616 +17%
NEIRG
38
New England Investment & Retirement Group
Massachusetts
$1.53M 16,145 +835 +5%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.47M 15,508 -17 -0.1%
NA
40
NewEdge Advisors
Louisiana
$1.3M 13,733 -82 -0.6%
UCFA
41
United Capital Financial Advisors
Texas
$1.14M 12,081 +60 +0.5%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.03M 10,921 -44,947 -80%
PAG
43
Private Advisor Group
New Jersey
$1.02M 10,784 +977 +10%
HighTower Advisors
44
HighTower Advisors
Illinois
$992K 10,487 -25 -0.2%
PGAM
45
Princeton Global Asset Management
New Jersey
$990K 10,461 -54 -0.5%
EH
46
Equitable Holdings
New York
$932K 9,850 +8,894 +930%
JWBC
47
John W. Brooker & Co
California
$772K 8,162 -303 -4%
CPW
48
Catalyst Private Wealth
California
$721K 7,617 +7,617 New
SFSIG
49
San Francisco Sentry Investment Group
California
$640K 6,758 +855 +14%
OCM
50
Oakwood Capital Management
California
$603K 6,375 +245 +4%
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