QUS icon

SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

119 hedge funds and large institutions have $808M invested in SPDR MSCI USA StrategicFactors ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
+16
Holders Change %
+15.53%
% of All Funds
1.84%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.2%
New
27
Increased
31
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$146M
2
JCA
2
January Capital Advisors
California
$17.4M
3
GAG
3
Goodman Advisory Group
Massachusetts
$13.7M
4
FEG
4
Financial Enhancement Group
Indiana
$7.44M
5
LPL Financial
5
LPL Financial
California
$68.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$51.4M
2
TWM
2
Tolleson Wealth Management
Texas
$134M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
AFM
4
Andesa Financial Management
Pennsylvania
$3.46M
5
CAAS
5
Capital Asset Advisory Services
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.78M 36,619 +563 +2%
Bank of America
27
Bank of America
North Carolina
$4.44M 34,013 +2,224 +7%
VIM
28
Vista Investment Management
Pennsylvania
$4.38M 33,499 +466 +1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$4.33M 33,152 +21,680 +189%
LRWA
30
Long Run Wealth Advisors
New York
$3.61M 27,577 +27,577 New
AFM
31
Andesa Financial Management
Pennsylvania
$3.46M 26,464 -25,369 -49%
CAN
32
Cetera Advisor Networks
California
$3.41M 26,110 +949 +4%
NA
33
NewEdge Advisors
Louisiana
$3.33M 25,471 -305 -1%
SB
34
Strategic Blueprint
Georgia
$3.16M 24,155 +5,613 +30%
LA
35
LexAurum Advisors
Kansas
$3.01M 23,020 +2,445 +12%
ML
36
McAdam LLC
Pennsylvania
$2.97M 22,773 -988 -4%
HGERS
37
Householder Group Estate & Retirement Specialist
Arizona
$2.87M 21,950 +21,950 New
CWM
38
Cornerstone Wealth Management
Missouri
$2.86M 21,811 -2,670 -11%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.14M 16,412 -1,160 -7%
JWBC
40
John W. Brooker & Co
California
$1.81M 13,887 +1,466 +12%
HIA
41
Harbor Investment Advisory
Maryland
$1.75M 13,420 +7,924 +144%
NWM
42
NEIRG Wealth Management
Massachusetts
$1.72M 13,129 +13,129 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.48M 11,292 +7,602 +206%
RPG
44
Resource Planning Group
Georgia
$1.37M 10,467 +6,436 +160%
SSWM
45
Sheets Smith Wealth Management
North Carolina
$1.32M 10,113 -2,149 -18%
PGAM
46
Princeton Global Asset Management
New Jersey
$1.24M 9,511 -93 -1%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.23M 9,431 -302 -3%
WSWA
48
Warren Street Wealth Advisors
California
$1.22M 9,369 +9,369 New
SWP
49
Stratos Wealth Partners
Ohio
$1.14M 8,741 -95 -1%
BFAG
50
Blackston Financial Advisory Group
Florida
$1.12M 8,603 +8,603 New
1
2
3 4 5