QUS icon

SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

111 hedge funds and large institutions have $646M invested in SPDR MSCI USA StrategicFactors ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
1.88%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.2%
New
8
Increased
37
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.1M
2
SB
2
Strategic Blueprint
Georgia
$6.1M
3
TWM
3
Tolleson Wealth Management
Texas
$115M
4
GWAG
4
Garrett Wealth Advisory Group
Texas
$11.9M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$2.03M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$333K
2
1IA
2
1620 Investment Advisors
Massachusetts
$239K
3
WA
3
Win Advisors
Florida
$0
4
GAG
4
Goodman Advisory Group
Massachusetts
$6.63M
5
FEG
5
Financial Enhancement Group
Indiana
$2.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
51
Cornerstone Wealth Management
Missouri
$919K 8,505 +18 +0.2%
BFAG
52
Blackston Financial Advisory Group
Florida
$876K 7,902 -707 -8%
FPCP
53
Fort Point Capital Partners
California
$803K 7,437 +252 +4%
Goldman Sachs
54
Goldman Sachs
New York
$752K 6,960 -444 -6%
ES
55
Eagle Strategies
New York
$678K 6,274 +2,767 +79%
DA
56
Detalus Advisors
Missouri
$574K 5,316 -198 -4%
MFG
57
Merit Financial Group
Georgia
$554K 5,130 – –
FWM
58
Frontier Wealth Management
Missouri
$551K 5,102 – –
IAN
59
Integrated Advisors Network
Texas
$535K 4,949 -573 -10%
NGA
60
Naples Global Advisors
Florida
$531K 4,916 -8 -0.2%
RCM
61
Raleigh Capital Management
North Carolina
$507K 4,690 -16 -0.3%
FGG
62
Financial Guidance Group
Florida
$499K 4,621 -1,750 -27%
KM
63
Kalos Management
Georgia
$487K 4,316 -36 -0.8%
MML Investors Services
64
MML Investors Services
Massachusetts
$455K 4,208 -432 -9%
CPW
65
Catalyst Private Wealth
California
$438K 4,056 -321 -7%
AFG
66
Affinia Financial Group
Massachusetts
$429K 3,869 -639 -14%
LIA
67
LBMC Investment Advisors
Tennessee
$408K 3,774 – –
CWM
68
Collaborative Wealth Management
Florida
$402K 3,723 +3,723 New
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$401K 3,624 +3,624 New
DWM
70
Drive Wealth Management
Utah
$387K 3,585 – –
VBFP
71
Valtinson Bruner Financial Planning
Minnesota
$382K 3,535 -123 -3%
PTC
72
Private Trust Company
Ohio
$382K 3,532 +3,532 New
TRCT
73
Tower Research Capital (TRC)
New York
$365K 3,379 +1,998 +145%
AAS
74
Avantax Advisory Services
Texas
$359K 3,322 +5 +0.2%
AC
75
Avant Capital
Louisiana
$349K 3,230 +10 +0.3%
1 2
3
4 5