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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

119 hedge funds and large institutions have $808M invested in SPDR MSCI USA StrategicFactors ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
+16
Holders Change %
+15.53%
% of All Funds
1.84%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.2%
New
27
Increased
31
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$146M
2
JCA
2
January Capital Advisors
California
$17.4M
3
GAG
3
Goodman Advisory Group
Massachusetts
$13.7M
4
FEG
4
Financial Enhancement Group
Indiana
$7.44M
5
LPL Financial
5
LPL Financial
California
$68.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$51.4M
2
TWM
2
Tolleson Wealth Management
Texas
$134M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
AFM
4
Andesa Financial Management
Pennsylvania
$3.46M
5
CAAS
5
Capital Asset Advisory Services
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
51
Parsons Capital Management
Rhode Island
$1.06M 8,133 +46 +0.6%
Goldman Sachs
52
Goldman Sachs
New York
$967K 7,404 – –
FPCP
53
Fort Point Capital Partners
California
$886K 6,785 +12 +0.2%
IWC
54
Integrated Wealth Concepts
Massachusetts
$764K 5,851 -828 -12%
IAN
55
Integrated Advisors Network
Texas
$758K 5,800 -30 -0.5%
DA
56
Detalus Advisors
Missouri
$720K 5,514 -15 -0.3%
CWM
57
Collaborative Wealth Management
Florida
$697K 5,334 +5,334 New
PAG
58
Private Advisor Group
New Jersey
$681K 5,216 -79 -1%
MFG
59
Merit Financial Group
Georgia
$679K 5,198 – –
FWM
60
Frontier Wealth Management
Missouri
$666K 5,102 – –
CPW
61
Catalyst Private Wealth
California
$656K 5,023 -230 -4%
NGA
62
Naples Global Advisors
Florida
$643K 4,924 +4,924 New
RCM
63
Raleigh Capital Management
North Carolina
$619K 4,736 +4,736 New
GIA
64
Gladstone Institutional Advisory
Florida
$566K 4,335 +2,613 +152%
CIAS
65
CFS Investment Advisory Services
New Jersey
$551K 4,444 – –
GLA
66
Good Life Advisors
Pennsylvania
$517K 3,958 +2,110 +114%
VBFP
67
Valtinson Bruner Financial Planning
Minnesota
$514K 3,937 – –
LIA
68
LBMC Investment Advisors
Tennessee
$493K 3,774 -3,156 -46%
DWM
69
Drive Wealth Management
Utah
$468K 3,585 +3,585 New
AAS
70
Avantax Advisory Services
Texas
$449K 3,435 -4,555 -57%
AC
71
Avant Capital
Louisiana
$421K 3,220 +3,220 New
QA
72
Quantitative Advantage
Minnesota
$408K 3,127 +1,049 +50%
ES
73
Eagle Strategies
New York
$374K 2,867 +2,867 New
AAS
74
Ameritas Advisory Services
Nebraska
$368K 2,817 +2,817 New
MA
75
Mezzasalma Advisors
New Jersey
$367K 2,811 -266 -9%
1 2
3
4 5