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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

158 hedge funds and large institutions have $1.06B invested in 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.

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.29%
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

1
PAG
1
Private Advisor Group
New Jersey
$46.3M
2
MYIA
2
Mount Yale Investment Advisors
Colorado
$29.8M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$249M
4
Morgan Stanley
4
Morgan Stanley
New York
$35.5M
5
PIA
5
Perennial Investment Advisors
California
$23.5M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$40.2M
2
ES
2
Eagle Strategies
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$19.7M
4
HPC
4
Hobart Private Capital
North Carolina
$463K
5
TWM
5
Tolleson Wealth Management
Texas
$111M
Name Market Value Shares Shares
Change 		Shares
Change %
RFM
26
Royal Fund Management
Florida
$5.94M 40,784 -2,667 -6%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$5.78M 39,677 -5,809 -13%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$5.41M 37,169 +7,146 +24%
BIP
29
Bouvel Investment Partners
Pennsylvania
$5.34M 36,649 +36,649 New
VIM
30
Vista Investment Management
Pennsylvania
$5.09M 34,981 -539 -2%
NA
31
NewEdge Advisors
Louisiana
$5.04M 34,583 +5,899 +21%
Osaic Holdings
32
Osaic Holdings
Arizona
$4.88M 33,492 +1,863 +6%
IWS
33
Integrity Wealth Solutions
Colorado
$4.84M 33,258 -3,274 -9%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$4.38M 30,062 -7,772 -21%
GWM
35
Geneos Wealth Management
Colorado
$4.31M 29,626 -2,658 -8%
TF
36
Theory Financial
Colorado
$4.08M 28,014 -1,824 -6%
FHA
37
Flagship Harbor Advisors
Massachusetts
$3.78M 25,941 +340 +1%
PCM
38
Parsons Capital Management
Rhode Island
$3.44M 23,604 +1,220 +5%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$3.41M 23,418 +957 +4%
SOS
40
Silver Oak Securities
Tennessee
$2.48M 17,057 +17,057 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$2.36M 16,228 -384 -2%
HAS
42
HBW Advisory Services
California
$2.06M 15,580 – –
ML
43
McAdam LLC
Pennsylvania
$2.02M 13,877 -642 -4%
GM
44
GeoWealth Management
Illinois
$2.01M 13,823 -2,286 -14%
LIA
45
LBMC Investment Advisors
Tennessee
$1.96M 13,464 +3,680 +38%
CW
46
Connectus Wealth
Ohio
$1.9M 13,070 -534 -4%
LFAS
47
Level Four Advisory Services
Texas
$1.81M 13,712 – –
FTS
48
Fifth Third Securities
Ohio
$1.67M 11,489 -330 -3%
GA
49
Goldstein Advisors
Wisconsin
$1.63M 11,171 -317 -3%
JWBC
50
John W. Brooker & Co
California
$1.6M 10,953 -104 -0.9%
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