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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

103 hedge funds and large institutions have $675M invested in SPDR MSCI USA StrategicFactors ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.81%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
14
Increased
34
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$111M
2
LPL Financial
2
LPL Financial
California
$58.4M
3
FTUS
3
Flow Traders U.S.
New York
$3.95M
4
SWA
4
SFMG Wealth Advisors
Texas
$47M
5
SB
5
Strategic Blueprint
Georgia
$2.21M

Top Sellers

1
LFAS
1
Level Four Advisory Services
Texas
$18.9M
2
AFM
2
Andesa Financial Management
Pennsylvania
$6.18M
3
SMM
3
Stadion Money Management
Georgia
$30.8M
4
TWM
4
Tolleson Wealth Management
Texas
$126M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
VIM
26
Vista Investment Management
Pennsylvania
$3.94M 33,033 +490 +2%
Bank of America
27
Bank of America
North Carolina
$3.79M 31,789 -8,038 -20%
NA
28
NewEdge Advisors
Louisiana
$3.08M 25,776 -2,634 -9%
CAN
29
Cetera Advisor Networks
California
$3M 25,161 -448 -2%
CWM
30
Cornerstone Wealth Management
Missouri
$2.92M 24,481 -4,420 -15%
ML
31
McAdam LLC
Pennsylvania
$2.83M 23,761 -228 -1%
LA
32
LexAurum Advisors
Kansas
$2.45M 20,575 +1,380 +7%
SB
33
Strategic Blueprint
Georgia
$2.21M 18,542 +9,415 +103%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.1M 17,572 -12,092 -41%
NEIRG
35
New England Investment & Retirement Group
Massachusetts
$1.62M 13,594 +499 +4%
JWBC
36
John W. Brooker & Co
California
$1.48M 12,421 +2,133 +21%
CAAS
37
Capital Asset Advisory Services
Michigan
$1.48M 12,385 +1,983 +19%
SSWM
38
Sheets Smith Wealth Management
North Carolina
$1.46M 12,262 -325 -3%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.37M 11,472 +341 +3%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.16M 9,733 -1,279 -12%
PGAM
41
Princeton Global Asset Management
New Jersey
$1.15M 9,604 -313 -3%
SWP
42
Stratos Wealth Partners
Ohio
$1.05M 8,836 -10,501 -54%
PCM
43
Parsons Capital Management
Rhode Island
$965K 8,087 +709 +10%
AAS
44
Avantax Advisory Services
Texas
$953K 7,990 +200 +3%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$907K 7,606 +4,505 +145%
Goldman Sachs
46
Goldman Sachs
New York
$883K 7,404 – –
FPCP
47
Fort Point Capital Partners
California
$808K 6,773 +6,773 New
IWC
48
Integrated Wealth Concepts
Massachusetts
$797K 6,679 +6,679 New
IAN
49
Integrated Advisors Network
Texas
$695K 5,830 -37 -0.6%
DA
50
Detalus Advisors
Missouri
$660K 5,529 – –
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2
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