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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

128 hedge funds and large institutions have $800M invested in SPDR MSCI USA StrategicFactors ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.04%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
12
Increased
42
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$174M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.3M
3
PIA
3
Perennial Investment Advisors
California
$6.35M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$8.03M
5
TF
5
Theory Financial
Colorado
$3.51M

Top Sellers

1
HPC
1
Hobart Private Capital
North Carolina
$5.41M
2
TWM
2
Tolleson Wealth Management
Texas
$100M
3
GAG
3
Goodman Advisory Group
Massachusetts
$9.27M
4
NWM
4
NEIRG Wealth Management
Massachusetts
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$542K
Name Market Value Shares Shares
Change 		Shares
Change %
RPG
26
Resource Planning Group
Georgia
$5.97M 49,452 +550 +1%
RFM
27
Royal Fund Management
Florida
$5.71M 47,315 -2,881 -6%
HPC
28
Hobart Private Capital
North Carolina
$5.41M 44,855 -26,414 -37%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$4.87M 40,358 -1,002 -2%
GWM
30
Geneos Wealth Management
Colorado
$4.37M 36,204 +4,484 +14%
VIM
31
Vista Investment Management
Pennsylvania
$4.24M 35,107 -129 -0.4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$4.14M 34,339 +1,197 +4%
TF
33
Theory Financial
Colorado
$3.51M 29,095 +29,095 New
Citadel Advisors
34
Citadel Advisors
Florida
$3.49M 28,896 +7,485 +35%
NA
35
NewEdge Advisors
Louisiana
$3.23M 26,745 -47 -0.2%
FHA
36
Flagship Harbor Advisors
Massachusetts
$3.07M 25,467 -5,954 -19%
PCM
37
Parsons Capital Management
Rhode Island
$2.59M 21,447 +814 +4%
GM
38
GeoWealth Management
Illinois
$1.99M 16,468 +729 +5%
ML
39
McAdam LLC
Pennsylvania
$1.87M 15,467 -263 -2%
SPA
40
Sentinel Pension Advisors
Massachusetts
$1.83M 15,131 -2,255 -13%
LFAS
41
Level Four Advisory Services
Texas
$1.79M 14,797 -2,481 -14%
CW
42
Connectus Wealth
Ohio
$1.77M 14,665 +14,665 New
HAS
43
HBW Advisory Services
California
$1.72M 14,212 +6,264 +79%
KAS
44
Kestra Advisory Services
Texas
$1.53M 12,689 +7,016 +124%
FTS
45
Fifth Third Securities
Ohio
$1.43M 11,839 +910 +8%
GA
46
Goldstein Advisors
Wisconsin
$1.41M 11,717 -1,676 -13%
HGERS
47
Householder Group Estate & Retirement Specialist
Arizona
$1.39M 11,491 +11,491 New
JWBC
48
John W. Brooker & Co
California
$1.33M 11,023 -40 -0.4%
CWM
49
Cornerstone Wealth Management
Missouri
$1.18M 9,793 -204 -2%
PAG
50
Private Advisor Group
New Jersey
$1.17M 9,730 +1,562 +19%
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