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State Street SPDR MSCI USA StrategicFactors ETF
QUS

158 hedge funds and large institutions have $1.06B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $907M → $1.06B (+$151M)

8% more funds holding

Funds holding: 146 → 158 (+12)

1.02% less ownership

Funds ownership: 82.47% → 81.46% (-1%)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

20% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 56

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.28%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
22
Increased
45
Reduced
56
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$40.6M
2
MYIA
Mount Yale Investment Advisors
Colorado
+$28.3M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$18.9M
4
Morgan Stanley
Morgan Stanley
New York
+$8.88M
5
PIA
Perennial Investment Advisors
California
+$7.6M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$28.5M
2
ES
Eagle Strategies
New York
-$10.2M
3
Ameriprise
Ameriprise
Minnesota
-$6.1M
4
HPC
Hobart Private Capital
North Carolina
-$5.22M
5
TWM
Tolleson Wealth Management
Texas
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
26
Royal Fund Management
Florida
$5.94M -$369K -2,667 -6%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$5.78M -$804K -5,809 -13%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$5.41M +$989K +7,146 +24%
BIP
29
Bouvel Investment Partners
Pennsylvania
$5.34M +$5.07M +36,649 New
VIM
30
Vista Investment Management
Pennsylvania
$5.09M -$74.6K -539 -2%
NA
31
NewEdge Advisors
Louisiana
$5.04M +$817K +5,899 +21%
Osaic Holdings
32
Osaic Holdings
Arizona
$4.88M +$258K +1,863 +6%
IWS
33
Integrity Wealth Solutions
Colorado
$4.84M -$453K -3,274 -9%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$4.38M -$1.08M -7,772 -21%
GWM
35
Geneos Wealth Management
Colorado
$4.31M -$368K -2,658 -8%
TF
36
Theory Financial
Colorado
$4.08M -$253K -1,824 -6%
FHA
37
Flagship Harbor Advisors
Massachusetts
$3.78M +$47.1K +340 +1%
PCM
38
Parsons Capital Management
Rhode Island
$3.44M +$169K +1,220 +5%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$3.41M +$132K +957 +4%
SOS
40
Silver Oak Securities
Tennessee
$2.48M +$2.36M +17,057 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$2.36M -$53.2K -384 -2%
HAS
42
HBW Advisory Services
California
$2.06M – – –
ML
43
McAdam LLC
Pennsylvania
$2.02M -$88.9K -642 -4%
GM
44
GeoWealth Management
Illinois
$2.01M -$316K -2,286 -14%
LIA
45
LBMC Investment Advisors
Tennessee
$1.96M +$509K +3,680 +38%
CW
46
Connectus Wealth
Ohio
$1.9M -$73.9K -534 -4%
LFAS
47
Level Four Advisory Services
Texas
$1.81M – – –
FTS
48
Fifth Third Securities
Ohio
$1.67M -$45.7K -330 -3%
GA
49
Goldstein Advisors
Wisconsin
$1.63M -$43.9K -317 -3%
JWBC
50
John W. Brooker & Co
California
$1.6M -$14.4K -104 -0.9%
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QUS Hedge Fund Activity: Q1 2024 in Review

158 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q1 2024, worth a combined $1.06B — up 17% from $907M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new QUS positions and 9 closed out — a net gain of 13 holders — while 45 added to existing stakes and 56 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $40.6M. The largest seller was LPL Financial, cutting an estimated $28.5M.

  • 158 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q1 2024, up from 146 in Q4 2023.
  • Funds reported $1.06B of State Street SPDR MSCI USA StrategicFactors ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 22 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q1 2024 and 9 closed out, a net change of +13 holders.
  • The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q1 2024 was Private Advisor Group, an estimated $40.6M added.
  • The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q1 2024 was LPL Financial, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2024.