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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

162 hedge funds and large institutions have $1.17B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+9
Holders Change %
+5.88%
% of All Funds
2.16%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
25
Increased
51
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MYIA
1
Mount Yale Investment Advisors
Colorado
$37.3M
2
Raymond James Financial
2
Raymond James Financial
Florida
$22.9M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$291M
4
PRRFG
4
Paul R. Ried Financial Group
Washington
$9.15M
5
HFS
5
Hughes Financial Services
Virginia
$7.28M

Top Sellers

1
TWM
1
Tolleson Wealth Management
Texas
$94.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.4M
3
GM
3
GeoWealth Management
Illinois
$1.16M
4
ECA
4
Elevation Capital Advisory
Oregon
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.43M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
26
CreativeOne Wealth
Kansas
$8.24M 53,193 -9,778 -16%
HFS
27
Hughes Financial Services
Virginia
$7.28M 47,043 +47,043 New
SHJ
28
Sharkey, Howes & Javer
Colorado
$6.9M 44,539 +5,523 +14%
QCM
29
Quantinno Capital Management
New York
$6.4M 41,360 +41,360 New
AAS
30
Ameritas Advisory Services
Nebraska
$6.18M 39,923 +39,923 New
BIP
31
Bouvel Investment Partners
Pennsylvania
$5.66M 36,543 -476 -1%
VIM
32
Vista Investment Management
Pennsylvania
$5.61M 36,219 +117 +0.3%
AG
33
AlTi Global
New York
$5.57M 35,996 -482 -1%
NA
34
NewEdge Advisors
Louisiana
$5.49M 35,426 -1,546 -4%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.66M 30,059 +621 +2%
IWS
36
Integrity Wealth Solutions
Colorado
$4.61M 29,745 -953 -3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$4.55M 29,351 +5,982 +26%
AWA
38
ARQ Wealth Advisors
Arizona
$4.51M 29,133 +2,992 +11%
FHA
39
Flagship Harbor Advisors
Massachusetts
$4.12M 26,580 -24 -0.1%
Cerity Partners
40
Cerity Partners
New York
$3.95M 25,510 -481 -2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$3.54M 22,846 -8,529 -27%
PCM
42
Parsons Capital Management
Rhode Island
$3.39M 21,922 -12 -0.1%
SAM
43
Smartleaf Asset Management
Massachusetts
$3.31M 21,344 -947 -4%
TF
44
Theory Financial
Colorado
$3.3M 21,341 +20 +0.1%
EFS
45
Essex Financial Services
Connecticut
$2.9M 18,729 +1,965 +12%
HCM
46
Howard Capital Management
Georgia
$2.83M 18,286 +7,511 +70%
VCM
47
Versant Capital Management
Arizona
$2.48M 16,001 +8,487 +113%
Citadel Advisors
48
Citadel Advisors
Florida
$2.05M 13,219 +4,599 +53%
GWM
49
Geneos Wealth Management
Colorado
$1.96M 12,679 -6,838 -35%
LIA
50
LBMC Investment Advisors
Tennessee
$1.91M 12,305 +86 +0.7%
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