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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

153 hedge funds and large institutions have $1.13B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 61 reducing their positions, and 17 closing their positions.

Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
17
Increased
39
Reduced
61
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$22.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65.7M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$6.15M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.94M
5
ECA
5
Elevation Capital Advisory
Oregon
$4.25M

Top Sellers

1
MYIA
1
Mount Yale Investment Advisors
Colorado
$0
2
Cerity Partners
2
Cerity Partners
New York
$4.09M
3
TWM
3
Tolleson Wealth Management
Texas
$107M
4
RFM
4
Royal Fund Management
Florida
$1.12M
5
Morgan Stanley
5
Morgan Stanley
New York
$38.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$6M 38,080 -8,468 -18%
GM
27
GeoWealth Management
Illinois
$5.9M 37,470 +26,835 +252%
BIP
28
Bouvel Investment Partners
Pennsylvania
$5.83M 37,019 -32 -0.1%
NA
29
NewEdge Advisors
Louisiana
$5.82M 36,972 -511 -1%
AG
30
AlTi Global
New York
$5.75M 36,478 +11,602 +47%
VIM
31
Vista Investment Management
Pennsylvania
$5.69M 36,102 +360 +1%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$4.94M 31,375 +31,375 New
IWS
33
Integrity Wealth Solutions
Colorado
$4.84M 30,698 -1,826 -6%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$4.64M 29,438 -2,747 -9%
ECA
35
Elevation Capital Advisory
Oregon
$4.25M 27,003 +27,003 New
FHA
36
Flagship Harbor Advisors
Massachusetts
$4.19M 26,604 +26,604 New
Cerity Partners
37
Cerity Partners
New York
$4.09M 25,991 -89,254 -77%
AWA
38
ARQ Wealth Advisors
Arizona
$4.09M 26,141 +5,051 +24%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$4.06M 25,859 -5,132 -17%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$3.68M 23,369 -865 -4%
SAM
41
Smartleaf Asset Management
Massachusetts
$3.5M 22,291 +12,859 +136%
PCM
42
Parsons Capital Management
Rhode Island
$3.46M 21,934 -692 -3%
TF
43
Theory Financial
Colorado
$3.32M 21,321 -987 -4%
GWM
44
Geneos Wealth Management
Colorado
$3.07M 19,517 -270 -1%
EFS
45
Essex Financial Services
Connecticut
$2.67M 16,764 +3,703 +28%
ML
46
McAdam LLC
Pennsylvania
$2.01M 12,732 -745 -6%
LIA
47
LBMC Investment Advisors
Tennessee
$1.93M 12,219 -1,320 -10%
WA
48
Win Advisors
Florida
$1.92M 12,157 +12,157 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.8M 11,443 +7,201 +170%
GA
50
Goldstein Advisors
Wisconsin
$1.78M 11,319 +157 +1%
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