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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

107 hedge funds and large institutions have $641M invested in SPDR MSCI USA StrategicFactors ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 15 closing their positions.

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
1.85%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
13
Increased
39
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VFM
1
Valley Financial Management
New York
$8.72M
2
CW
2
CreativeOne Wealth
Kansas
$8.19M
3
MFG
3
Merit Financial Group
Georgia
$5.64M
4
SAM
4
Silverhawk Asset Management
Arizona
$5.03M
5
AFM
5
Andesa Financial Management
Pennsylvania
$4.56M

Top Sellers

1
LRWA
1
Long Run Wealth Advisors
New York
$0
2
CAN
2
Cetera Advisor Networks
California
$0
3
Ameriprise
3
Ameriprise
Minnesota
$24.5M
4
LFAS
4
Level Four Advisory Services
Texas
$12.4M
5
ES
5
Eagle Strategies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AFM
26
Andesa Financial Management
Pennsylvania
$4.56M 44,890 +22,232 +98%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.07M 40,071 +5,144 +15%
FHA
28
Flagship Harbor Advisors
Massachusetts
$3.82M 37,608 +18,820 +100%
OWA
29
Outlook Wealth Advisors
Texas
$3.8M 37,388 -891 -2%
SPA
30
Sentinel Pension Advisors
Massachusetts
$3.67M 36,123 -261 -0.7%
VIM
31
Vista Investment Management
Pennsylvania
$3.49M 34,387 +11 +0%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$3.29M 32,416 -420 -1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.21M 31,573 +16,224 +106%
Bank of America
34
Bank of America
North Carolina
$3.18M 31,256 -2,838 -8%
RPG
35
Resource Planning Group
Georgia
$3.08M 30,352 +10,267 +51%
FEG
36
Financial Enhancement Group
Indiana
$2.72M 26,728 -131 -0.5%
IA
37
IFP Advisors
Florida
$2.62M 33,684 +321 +1%
NA
38
NewEdge Advisors
Louisiana
$2.56M 25,201 -146 -0.6%
ML
39
McAdam LLC
Pennsylvania
$1.91M 18,809 -1,844 -9%
HGERS
40
Householder Group Estate & Retirement Specialist
Arizona
$1.7M 16,738 -1,313 -7%
HIA
41
Harbor Investment Advisory
Maryland
$1.68M 16,549 -76 -0.5%
NWM
42
NEIRG Wealth Management
Massachusetts
$1.39M 13,720 -73 -0.5%
GIA
43
Gladstone Institutional Advisory
Florida
$1.29M 12,670 +1,079 +9%
KAS
44
Kestra Advisory Services
Texas
$1.29M 12,664 +13 +0.1%
JWBC
45
John W. Brooker & Co
California
$1.26M 12,427 -2,884 -19%
AWM
46
Accurate Wealth Management
Florida
$1.26M 9,853 +9,853 New
FFG
47
Ford Financial Group
California
$1.21M 11,874 +11,874 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.13M 11,112 +1,885 +20%
LIA
49
LBMC Investment Advisors
Tennessee
$1.13M 11,084 +7,310 +194%
PCM
50
Parsons Capital Management
Rhode Island
$1.11M 10,880 +78 +0.7%
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