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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

97 hedge funds and large institutions have $540M invested in SPDR MSCI USA StrategicFactors ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
1.99%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
21
Increased
41
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$79.1M
2
AFG
2
Affinia Financial Group
Massachusetts
$11.8M
3
AWM
3
AE Wealth Management
Kansas
$11.1M
4
SS
4
Simplicity Solutions
Minnesota
$11M
5
EH
5
Equitable Holdings
New York
$10.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$59.5M
2
TWM
2
Tolleson Wealth Management
Texas
$74.4M
3
MFG
3
Merit Financial Group
Georgia
$459K
4
LFAS
4
Level Four Advisory Services
Texas
$27.6M
5
AFM
5
Andesa Financial Management
Pennsylvania
$2.48M
Name Market Value Shares Shares
Change 		Shares
Change %
FFN
51
Focus Financial Network
Minnesota
$717K 8,119 -11,327 -58%
OCM
52
Oakwood Capital Management
California
$541K 6,130 +2,215 +57%
IAN
53
Integrated Advisors Network
Texas
$539K 6,107 +62 +1%
SFSIG
54
San Francisco Sentry Investment Group
California
$521K 5,903 -230 -4%
BMM
55
Berkshire Money Management
Massachusetts
$516K 5,842 +5,842 New
TRCT
56
Tower Research Capital (TRC)
New York
$507K 5,742 +5,742 New
GVAG
57
Great Valley Advisor Group
Delaware
$504K 5,710 +5,710 New
DA
58
Detalus Advisors
Missouri
$491K 5,559 +451 +9%
Goldman Sachs
59
Goldman Sachs
New York
$486K 5,500 +5,500 New
MFG
60
Merit Financial Group
Georgia
$459K 5,198 -62,446 -92%
WA
61
WESPAC Advisors
California
$456K 5,162 +1,008 +24%
FWM
62
Frontier Wealth Management
Missouri
$451K 5,102 – –
VBFP
63
Valtinson Bruner Financial Planning
Minnesota
$381K 4,041 -3 -0.1%
CW
64
CreativeOne Wealth
Kansas
$372K 4,218 -1,471 -26%
CAM
65
Cozad Asset Management
Illinois
$371K 4,205 +4,205 New
MA
66
Mutual Advisors
Nebraska
$368K 4,162 +1,358 +48%
JWM
67
Jupiter Wealth Management
Colorado
$351K 3,817 +75 +2%
HCM
68
Hengehold Capital Management
Ohio
$310K 3,505 +479 +16%
RWA
69
Redhawk Wealth Advisors
Minnesota
$305K 3,457 -133 -4%
GL
70
Graypoint LLC
New York
$269K 3,046 -55 -2%
HIA
71
Harbor Investment Advisory
Maryland
$267K 3,024 +1,278 +73%
Truist Financial
72
Truist Financial
North Carolina
$261K 2,952 -226 -7%
AIC
73
Ameritas Investment Company
Nebraska
$228K 2,577 – –
MWM
74
MBE Wealth Management
Wisconsin
$214K 2,429 – –
MSAM
75
Moloney Securities Asset Management
Missouri
$212K 2,396 +2,396 New
1 2
3
4 5