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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

154 hedge funds and large institutions have $1.06B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 18 closing their positions.

Holders
154
Holders Change
-4
Holders Change %
-2.53%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
18
Increased
49
Reduced
57
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$18M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$264M
3
ES
3
Eagle Strategies
New York
$9.4M
4
AG
4
AlTi Global
New York
$3.67M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.57M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
TWM
2
Tolleson Wealth Management
Texas
$107M
3
CW
3
CreativeOne Wealth
Kansas
$9.48M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$52.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$879K
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
26
Marotta Asset Management
Virginia
$8.58M 58,222 -1,561 -3%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$6.86M 46,548 +9,379 +25%
NA
28
NewEdge Advisors
Louisiana
$5.53M 37,483 +2,900 +8%
BIP
29
Bouvel Investment Partners
Pennsylvania
$5.46M 37,051 +402 +1%
VIM
30
Vista Investment Management
Pennsylvania
$5.27M 35,742 +761 +2%
RFM
31
Royal Fund Management
Florida
$4.87M 32,849 -7,935 -19%
IWS
32
Integrity Wealth Solutions
Colorado
$4.8M 32,524 -734 -2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$4.75M 32,185 +2,123 +7%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$4.57M 30,991 -8,686 -22%
AG
35
AlTi Global
New York
$3.67M 24,876 +24,876 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$3.57M 24,234 +22,375 +1,204%
PCM
37
Parsons Capital Management
Rhode Island
$3.34M 22,626 -978 -4%
TF
38
Theory Financial
Colorado
$3.29M 22,308 -5,706 -20%
AWA
39
ARQ Wealth Advisors
Arizona
$3.11M 21,090 +13,243 +169%
Citadel Advisors
40
Citadel Advisors
Florida
$3.08M 20,881 +20,881 New
GWM
41
Geneos Wealth Management
Colorado
$2.92M 19,787 -9,839 -33%
LIA
42
LBMC Investment Advisors
Tennessee
$2M 13,539 +75 +0.6%
ML
43
McAdam LLC
Pennsylvania
$1.99M 13,477 -400 -3%
EFS
44
Essex Financial Services
Connecticut
$1.93M 13,061 +13,061 New
LFAS
45
Level Four Advisory Services
Texas
$1.76M 11,952 -1,760 -13%
GA
46
Goldstein Advisors
Wisconsin
$1.65M 11,162 -9 -0.1%
HCM
47
Howard Capital Management
Georgia
$1.59M 10,790 +216 +2%
GM
48
GeoWealth Management
Illinois
$1.57M 10,635 -3,188 -23%
JWBC
49
John W. Brooker & Co
California
$1.56M 10,564 -389 -4%
PGAM
50
Princeton Global Asset Management
New Jersey
$1.53M 10,371 +130 +1%
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