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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

128 hedge funds and large institutions have $800M invested in SPDR MSCI USA StrategicFactors ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.04%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
12
Increased
42
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$174M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.3M
3
PIA
3
Perennial Investment Advisors
California
$6.35M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$8.03M
5
TF
5
Theory Financial
Colorado
$3.51M

Top Sellers

1
HPC
1
Hobart Private Capital
North Carolina
$5.41M
2
TWM
2
Tolleson Wealth Management
Texas
$100M
3
GAG
3
Goodman Advisory Group
Massachusetts
$9.27M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$542K
5
MFG
5
Merit Financial Group
Georgia
$937K
Name Market Value Shares Shares
Change 		Shares
Change %
LIA
51
LBMC Investment Advisors
Tennessee
$1.16M 9,716 – –
PGAM
52
Princeton Global Asset Management
New Jersey
$1.12M 9,281 -343 -4%
HCM
53
Hengehold Capital Management
Ohio
$1.03M 8,505 -171 -2%
HCM
54
Howard Capital Management
Georgia
$1M 8,303 +265 +3%
SSWM
55
Sheets Smith Wealth Management
North Carolina
$985K 8,165 +83 +1%
MFG
56
Merit Financial Group
Georgia
$937K 7,762 -13,455 -63%
FPCP
57
Fort Point Capital Partners
California
$930K 7,708 +40 +0.5%
GIA
58
Gladstone Institutional Advisory
Florida
$862K 7,142 -2,277 -24%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$816K 6,758 +6,758 New
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$701K 5,808 -273 -4%
CFB
61
Cullen/Frost Bankers
Texas
$680K 5,633 – –
BFAG
62
Blackston Financial Advisory Group
Florida
$660K 5,468 -224 -4%
1IA
63
1620 Investment Advisors
Massachusetts
$655K 5,429 +1,692 +45%
ACM
64
Allred Capital Management
Texas
$655K 5,427 +1,605 +42%
Luther King Capital Management (LKCM)
65
Luther King Capital Management (LKCM)
Texas
– – – –
DA
66
Detalus Advisors
Missouri
$645K 5,341 – –
SWP
67
Stratos Wealth Partners
Ohio
$644K 5,339 +1,323 +33%
HIA
68
Harbor Investment Advisory
Maryland
$616K 5,103 +323 +7%
CAN
69
Cetera Advisor Networks
California
$601K 4,978 +688 +16%
NGA
70
Naples Global Advisors
Florida
$590K 4,885 – –
VC
71
Vicus Capital
Pennsylvania
$569K 4,719 -68 -1%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$542K 4,495 -13,988 -76%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$516K 4,276 -332 -7%
IAN
74
Integrated Advisors Network
Texas
$502K 4,160 -118 -3%
VCM
75
Versant Capital Management
Arizona
$502K 4,159 +4,159 New
1 2
3
4 5