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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

127 hedge funds and large institutions have $744M invested in SPDR MSCI USA StrategicFactors ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
2.03%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
18
Increased
33
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ES
1
Eagle Strategies
New York
$35.1M
2
HPC
2
Hobart Private Capital
North Carolina
$8.53M
3
GAG
3
Goodman Advisory Group
Massachusetts
$14.4M
4
CG
4
Colony Group
Massachusetts
$142M
5
CW
5
CreativeOne Wealth
Kansas
$13.5M

Top Sellers

1
TWM
1
Tolleson Wealth Management
Texas
$99M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
VFM
3
Valley Financial Management
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.8M
5
LFAS
5
Level Four Advisory Services
Texas
$8.45M
Name Market Value Shares Shares
Change 		Shares
Change %
RPG
26
Resource Planning Group
Georgia
$5.13M 44,279 +7,263 +20%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5.01M 43,170 -6,245 -13%
MFG
28
Merit Financial Group
Georgia
$4.48M 38,651 -9,778 -20%
VIM
29
Vista Investment Management
Pennsylvania
$4.11M 35,475 +70 +0.2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.75M 32,328 -245 -0.8%
GWM
31
Geneos Wealth Management
Colorado
$3.67M 31,695 +31,425 +11,639%
NA
32
NewEdge Advisors
Louisiana
$3.11M 26,784 +146 +0.5%
FHA
33
Flagship Harbor Advisors
Massachusetts
$2.98M 25,747 -7,087 -22%
WA
34
Win Advisors
Florida
$2.66M 22,943 +22,943 New
AFM
35
Andesa Financial Management
Pennsylvania
$2.57M 44,330 +21,665 +96%
PCM
36
Parsons Capital Management
Rhode Island
$2.3M 19,829 +8,023 +68%
SPA
37
Sentinel Pension Advisors
Massachusetts
$2.17M 18,736 -18,100 -49%
ML
38
McAdam LLC
Pennsylvania
$1.98M 17,036 -5,737 -25%
GA
39
Goldstein Advisors
Wisconsin
$1.71M 14,714 -408 -3%
GM
40
GeoWealth Management
Illinois
$1.68M 14,494 +5,704 +65%
NWM
41
NEIRG Wealth Management
Massachusetts
$1.59M 13,688 +224 +2%
HGERS
42
Householder Group Estate & Retirement Specialist
Arizona
$1.57M 13,544 +13,544 New
JWBC
43
John W. Brooker & Co
California
$1.41M 11,971 -113 -0.9%
PIA
44
Perennial Investment Advisors
California
$1.34M 11,580 +11,580 New
GIA
45
Gladstone Institutional Advisory
Florida
$1.28M 11,027 -775 -7%
CWM
46
Cornerstone Wealth Management
Missouri
$1.15M 9,913 +9,913 New
LIA
47
LBMC Investment Advisors
Tennessee
$1.12M 9,662 – –
PGAM
48
Princeton Global Asset Management
New Jersey
$1.09M 9,367 +154 +2%
HCM
49
Hengehold Capital Management
Ohio
$1.03M 8,862 -925 -9%
PAG
50
Private Advisor Group
New Jersey
$966K 8,334 +8,334 New
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