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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

146 hedge funds and large institutions have $907M invested in SPDR MSCI USA StrategicFactors ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+18
Holders Change %
+14.06%
% of All Funds
2.14%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
29
Increased
38
Reduced
56
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$208M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.7M
3
RJA
3
Raymond James & Associates
Florida
$10M
4
PIA
4
Perennial Investment Advisors
California
$14M
5
Cerity Partners
5
Cerity Partners
New York
$14.6M

Top Sellers

1
ES
1
Eagle Strategies
New York
$10.2M
2
TWM
2
Tolleson Wealth Management
Texas
$104M
3
SMM
3
Stadion Money Management
Georgia
$26.5M
4
Ameriprise
4
Ameriprise
Minnesota
$23.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RFM
26
Royal Fund Management
Florida
$5.74M 43,451 -3,864 -8%
HPC
27
Hobart Private Capital
North Carolina
$5.4M 40,901 -3,954 -9%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5M 37,834 +3,495 +10%
IWS
29
Integrity Wealth Solutions
Colorado
$4.83M 36,532 +36,532 New
RPG
30
Resource Planning Group
Georgia
$4.79M 36,258 -13,194 -27%
VIM
31
Vista Investment Management
Pennsylvania
$4.69M 35,520 +413 +1%
GWM
32
Geneos Wealth Management
Colorado
$4.27M 32,284 -3,920 -11%
Osaic Holdings
33
Osaic Holdings
Arizona
$4.18M 31,629 -20,240 -39%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$3.97M 30,023 -10,335 -26%
TF
35
Theory Financial
Colorado
$3.94M 29,838 +743 +3%
NA
36
NewEdge Advisors
Louisiana
$3.79M 28,684 +1,939 +7%
FHA
37
Flagship Harbor Advisors
Massachusetts
$3.38M 25,601 +134 +0.5%
PAG
38
Private Advisor Group
New Jersey
$3.23M 24,456 +14,726 +151%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.97M 22,461 +17,966 +400%
PCM
40
Parsons Capital Management
Rhode Island
$2.96M 22,384 +937 +4%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$2.2M 16,612 +16,612 New
GM
42
GeoWealth Management
Illinois
$2.13M 16,109 -359 -2%
HAS
43
HBW Advisory Services
California
$2.06M 15,580 +1,368 +10%
ML
44
McAdam LLC
Pennsylvania
$1.92M 14,519 -948 -6%
LFAS
45
Level Four Advisory Services
Texas
$1.81M 13,712 -1,085 -7%
CW
46
Connectus Wealth
Ohio
$1.8M 13,604 -1,061 -7%
SPA
47
Sentinel Pension Advisors
Massachusetts
$1.77M 13,381 -1,750 -12%
FTS
48
Fifth Third Securities
Ohio
$1.56M 11,819 -20 -0.2%
GA
49
Goldstein Advisors
Wisconsin
$1.52M 11,488 -229 -2%
JWBC
50
John W. Brooker & Co
California
$1.46M 11,057 +34 +0.3%
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