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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

125 hedge funds and large institutions have $708M invested in SPDR MSCI USA StrategicFactors ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 55 reducing their positions, and 6 closing their positions.

Holders
125
Holders Change
+18
Holders Change %
+16.82%
% of All Funds
2.02%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
27
Increased
26
Reduced
55
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ES
1
Eagle Strategies
New York
$14.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$7.32M
3
Cerity Partners
3
Cerity Partners
New York
$6.98M
4
CG
4
Colony Group
Massachusetts
$129M
5
Bank of America
5
Bank of America
North Carolina
$8.3M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$277K
2
TWM
2
Tolleson Wealth Management
Texas
$114M
3
VFM
3
Valley Financial Management
New York
$6.38M
4
Ameriprise
4
Ameriprise
Minnesota
$23.8M
5
FEG
5
Financial Enhancement Group
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
26
Silverhawk Asset Management
Arizona
$5.84M 52,957 +3,405 +7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5.45M 49,415 +17,842 +57%
MFG
28
Merit Financial Group
Georgia
$5.34M 48,429 -7,050 -13%
Osaic Holdings
29
Osaic Holdings
Arizona
$5.28M 47,858 -21,024 -31%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$4.17M 37,798 -2,273 -6%
RPG
31
Resource Planning Group
Georgia
$4.08M 37,016 +6,664 +22%
SPA
32
Sentinel Pension Advisors
Massachusetts
$4.06M 36,836 +713 +2%
OWA
33
Outlook Wealth Advisors
Texas
$4.06M 36,814 -574 -2%
VIM
34
Vista Investment Management
Pennsylvania
$3.91M 35,405 +1,018 +3%
FHA
35
Flagship Harbor Advisors
Massachusetts
$3.62M 32,834 -4,774 -13%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$3.59M 32,573 +157 +0.5%
ML
37
McAdam LLC
Pennsylvania
$2.97M 22,773 +3,964 +21%
IA
38
IFP Advisors
Florida
$2.63M 33,738 +54 +0.2%
AFM
39
Andesa Financial Management
Pennsylvania
$2.5M 22,665 -22,225 -50%
HIA
40
Harbor Investment Advisory
Maryland
$1.69M 15,345 -1,204 -7%
GA
41
Goldstein Advisors
Wisconsin
$1.67M 15,122 +15,122 New
NWM
42
NEIRG Wealth Management
Massachusetts
$1.49M 13,464 -256 -2%
JWBC
43
John W. Brooker & Co
California
$1.33M 12,084 -343 -3%
KAS
44
Kestra Advisory Services
Texas
$1.31M 11,894 -770 -6%
FFG
45
Ford Financial Group
California
$1.31M 11,870 -4 -0%
PCM
46
Parsons Capital Management
Rhode Island
$1.3M 11,806 +926 +9%
GIA
47
Gladstone Institutional Advisory
Florida
$1.3M 11,802 -868 -7%
HCM
48
Hengehold Capital Management
Ohio
$1.08M 9,787 +9,787 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.08M 9,776 -968 -9%
LIA
50
LBMC Investment Advisors
Tennessee
$1.07M 9,662 -1,422 -13%
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