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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

96 hedge funds and large institutions have $608M invested in SPDR MSCI USA StrategicFactors ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
1.7%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.27%
New
20
Increased
28
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMA
1
Sage Mountain Advisors
Georgia
$21.5M
2
TWM
2
Tolleson Wealth Management
Texas
$105M
3
Ameriprise
3
Ameriprise
Minnesota
$41.4M
4
CG
4
Colony Group
Massachusetts
$71.3M
5
GPWA
5
Great Point Wealth Advisors
Massachusetts
$19.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$84.3M
2
RJA
2
Raymond James & Associates
Florida
$339K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
LFAS
4
Level Four Advisory Services
Texas
$29.7M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.18M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
51
Merit Financial Group
Georgia
$543K 5,198 – –
FWM
52
Frontier Wealth Management
Missouri
$533K 5,102 – –
HIA
53
Harbor Investment Advisory
Maryland
$522K 5,001 +1,567 +46%
PCM
54
Parsons Capital Management
Rhode Island
$503K 4,812 +4,812 New
PAG
55
Private Advisor Group
New Jersey
$485K 4,642 -6,142 -57%
OCM
56
Oakwood Capital Management
California
$479K 4,581 -1,794 -28%
CIAS
57
CFS Investment Advisory Services
New Jersey
$464K 4,444 +4,444 New
VBFP
58
Valtinson Bruner Financial Planning
Minnesota
$428K 4,041 – –
CAAS
59
Capital Asset Advisory Services
Michigan
$416K 3,979 +3,082 +344%
FFN
60
Focus Financial Network
Minnesota
$398K 3,807 -636 -14%
MA
61
Mezzasalma Advisors
New Jersey
$345K 3,302 +3,302 New
HCM
62
Hengehold Capital Management
Ohio
$341K 3,264 -40 -1%
RJA
63
Raymond James & Associates
Florida
$339K 3,243 -90,415 -97%
WA
64
WESPAC Advisors
California
$316K 3,028 -2,058 -40%
BWA
65
Beam Wealth Advisors
Louisiana
$313K 2,995 +2,995 New
JWCA
66
J.W. Cole Advisors
Florida
$299K 2,858 +351 +14%
RWA
67
Redhawk Wealth Advisors
Minnesota
$288K 2,758 -224 -8%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$282K 2,695 +2,695 New
AIC
69
Ameritas Investment Company
Nebraska
$269K 2,577 – –
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$266K 2,549 -12,959 -84%
GL
71
Graypoint LLC
New York
$264K 2,526 – –
1WM
72
1900 Wealth Management
Texas
$261K 2,496 +2,496 New
KM
73
Kalos Management
Georgia
$260K 2,498 +2,498 New
GSEP
74
Golden State Equity Partners
California
$253K 2,428 +2,428 New
SMG
75
Smart Money Group
Texas
$238K 2,277 +23 +1%
1 2
3
4 5