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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

103 hedge funds and large institutions have $675M invested in SPDR MSCI USA StrategicFactors ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.81%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
14
Increased
34
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$111M
2
LPL Financial
2
LPL Financial
California
$58.4M
3
FTUS
3
Flow Traders U.S.
New York
$3.95M
4
SWA
4
SFMG Wealth Advisors
Texas
$47M
5
SB
5
Strategic Blueprint
Georgia
$2.21M

Top Sellers

1
LFAS
1
Level Four Advisory Services
Texas
$18.9M
2
AFM
2
Andesa Financial Management
Pennsylvania
$6.18M
3
SMM
3
Stadion Money Management
Georgia
$30.8M
4
TWM
4
Tolleson Wealth Management
Texas
$126M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HIA
51
Harbor Investment Advisory
Maryland
$656K 5,496 +480 +10%
PAG
52
Private Advisor Group
New Jersey
$632K 5,295 +258 +5%
CPW
53
Catalyst Private Wealth
California
$627K 5,253 -5 -0.1%
MFG
54
Merit Financial Group
Georgia
$620K 5,198 – –
FWM
55
Frontier Wealth Management
Missouri
$609K 5,102 – –
CIAS
56
CFS Investment Advisory Services
New Jersey
$530K 4,444 +4,444 New
VBFP
57
Valtinson Bruner Financial Planning
Minnesota
$493K 3,937 – –
TRCT
58
Tower Research Capital (TRC)
New York
$486K 4,070 +2,031 +100%
RPG
59
Resource Planning Group
Georgia
$481K 4,031 +4,031 New
Citadel Advisors
60
Citadel Advisors
Florida
$461K 3,864 +932 +32%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$440K 3,690 +611 +20%
BWA
62
Beam Wealth Advisors
Louisiana
$439K 3,680 – –
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$370K 3,101 – –
MA
64
Mezzasalma Advisors
New Jersey
$367K 3,077 -51 -2%
RWA
65
Redhawk Wealth Advisors
Minnesota
$323K 2,707 +20 +0.7%
KM
66
Kalos Management
Georgia
$318K 2,489 +24 +1%
AIC
67
Ameritas Investment Company
Nebraska
$307K 2,577 – –
GL
68
Graypoint LLC
New York
$298K 2,499 – –
RJA
69
Raymond James & Associates
Florida
$291K 2,442 – –
1WM
70
1900 Wealth Management
Texas
$288K 2,415 -222 -8%
IA
71
IFG Advisory
Georgia
$266K 2,235 – –
FHA
72
Flagship Harbor Advisors
Massachusetts
$260K 2,180 – –
QA
73
Quantitative Advantage
Minnesota
$248K 2,078 +2,078 New
SMG
74
Smart Money Group
Texas
$246K 2,061 +2,061 New
5L
75
55I LLC
Massachusetts
$243K 2,040 – –
1 2
3
4 5