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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

125 hedge funds and large institutions have $708M invested in SPDR MSCI USA StrategicFactors ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 55 reducing their positions, and 6 closing their positions.

Holders
125
Holders Change
+18
Holders Change %
+16.82%
% of All Funds
2.02%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
27
Increased
26
Reduced
55
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ES
1
Eagle Strategies
New York
$14.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$7.32M
3
Cerity Partners
3
Cerity Partners
New York
$6.98M
4
CG
4
Colony Group
Massachusetts
$129M
5
Bank of America
5
Bank of America
North Carolina
$8.3M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$277K
2
TWM
2
Tolleson Wealth Management
Texas
$114M
3
VFM
3
Valley Financial Management
New York
$6.38M
4
Ameriprise
4
Ameriprise
Minnesota
$23.8M
5
FEG
5
Financial Enhancement Group
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PGAM
51
Princeton Global Asset Management
New Jersey
$1.02M 9,213 -46 -0.5%
SSWM
52
Sheets Smith Wealth Management
North Carolina
$1.02M 9,202 -1,109 -11%
GM
53
GeoWealth Management
Illinois
$969K 8,790 -141 -2%
FPCP
54
Fort Point Capital Partners
California
$830K 7,529 -148 -2%
BFAG
55
Blackston Financial Advisory Group
Florida
$738K 6,692 -197 -3%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$611K 5,540 +5,540 New
TWD
57
True Wealth Design
Ohio
$601K 5,448 +5,448 New
DA
58
Detalus Advisors
Missouri
$593K 5,372 +56 +1%
RWA
59
Redhawk Wealth Advisors
Minnesota
$575K 5,211 +5,211 New
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$563K 5,102 – –
FFN
61
Focus Financial Network
Minnesota
$549K 4,975 -4,137 -45%
VC
62
Vicus Capital
Pennsylvania
$545K 4,942 +4,942 New
NGA
63
Naples Global Advisors
Florida
$542K 4,916 – –
IAN
64
Integrated Advisors Network
Texas
$517K 4,691 -133 -3%
SWP
65
Stratos Wealth Partners
Ohio
$510K 4,625 -58 -1%
RCM
66
Raleigh Capital Management
North Carolina
$508K 4,607 -35 -0.8%
AFG
67
Affinia Financial Group
Massachusetts
$423K 3,756 +628 +20%
CWM
68
Collaborative Wealth Management
Florida
$410K 3,720 -28 -0.7%
FGG
69
Financial Guidance Group
Florida
$397K 3,596 -1,025 -22%
VBFP
70
Valtinson Bruner Financial Planning
Minnesota
$396K 3,535 – –
DWM
71
Drive Wealth Management
Utah
$395K 3,585 – –
PAWA
72
Palo Alto Wealth Advisors
California
$377K 3,414 +3,414 New
MML Investors Services
73
MML Investors Services
Massachusetts
$373K 3,383 +3,383 New
AAS
74
Ameritas Advisory Services
Nebraska
$369K 3,341 +524 +19%
RWMH
75
Riverpoint Wealth Management Holdings
Illinois
$366K 3,318 +3,318 New
1 2
3
4 5