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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

100 hedge funds and large institutions have $646M invested in SPDR MSCI USA StrategicFactors ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.76%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.25%
New
16
Increased
37
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
SFMG Wealth Advisors
Texas
$43M
2
GPWA
Great Point Wealth Advisors
Massachusetts
$30.1M
3
CG
Colony Group
Massachusetts
$84.9M
4
AFM
Andesa Financial Management
Pennsylvania
$10.3M
5
LFAS
Level Four Advisory Services
Texas
$35.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$57.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$1.22M
3
LFF
Level Four Financial
Texas
$0
4
Ameriprise
Ameriprise
Minnesota
$40.5M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$4.01M +$997K +8,979 +33%
VIM
27
Vista Investment Management
Pennsylvania
$3.56M +$128K +1,150 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.41M +$28.9K +260 +0.9%
CWM
29
Cornerstone Wealth Management
Missouri
$3.18M +$164K +1,475 +5%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$3M +$919K +8,273 +44%
ML
31
McAdam LLC
Pennsylvania
$2.76M -$585K -5,266 -17%
SPA
32
Sentinel Pension Advisors
Massachusetts
$2.72M +$92K +1,723 +3%
LA
33
LexAurum Advisors
Kansas
$2.26M +$38.5K +347 +2%
FHA
34
Flagship Harbor Advisors
Massachusetts
$2.23M -$852K -7,668 -28%
SWP
35
Stratos Wealth Partners
Ohio
$2.1M +$40.7K +366 +2%
NEIRG
36
New England Investment & Retirement Group
Massachusetts
$1.61M -$208K -1,869 -11%
SSWM
37
Sheets Smith Wealth Management
North Carolina
$1.51M -$843K -7,591 -36%
NA
38
NewEdge Advisors
Louisiana
$1.4M -$128K -1,156 -8%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.22M -$5.03M -45,251 -80%
PGAM
40
Princeton Global Asset Management
New Jersey
$1.12M -$59.3K -534 -5%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.1M -$56.7K -513 -5%
CAAS
42
Capital Asset Advisory Services
Michigan
$1.07M +$626K +5,632 +142%
EH
43
Equitable Holdings
New York
$1.06M +$1.06M +9,560 New
JWBC
44
John W. Brooker & Co
California
$1.01M +$121K +1,090 +14%
Goldman Sachs
45
Goldman Sachs
New York
$822K -$1.11M -10,000 -57%
CPW
46
Catalyst Private Wealth
California
$808K -$31.2K -281 -4%
PCM
47
Parsons Capital Management
Rhode Island
$785K +$250K +2,253 +47%
SFSIG
48
San Francisco Sentry Investment Group
California
$775K -$333 -3 -0%
EWM
49
Echo Wealth Management
Minnesota
$730K -$206K -1,856 -22%
IAN
50
Integrated Advisors Network
Texas
$695K -$667 -6 -0.1%
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