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State Street SPDR MSCI USA StrategicFactors ETF
QUS

158 hedge funds and large institutions have $1.06B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $907M → $1.06B (+$151M)

8% more funds holding

Funds holding: 146 → 158 (+12)

1.02% less ownership

Funds ownership: 82.47% → 81.46% (-1%)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

20% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 56

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.28%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
22
Increased
45
Reduced
56
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$40.6M
2
MYIA
Mount Yale Investment Advisors
Colorado
+$28.3M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$18.9M
4
Morgan Stanley
Morgan Stanley
New York
+$8.88M
5
PIA
Perennial Investment Advisors
California
+$7.6M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$28.5M
2
ES
Eagle Strategies
New York
-$10.2M
3
Ameriprise
Ameriprise
Minnesota
-$6.1M
4
HPC
Hobart Private Capital
North Carolina
-$5.22M
5
TWM
Tolleson Wealth Management
Texas
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
51
Howard Capital Management
Georgia
$1.54M +$162K +1,171 +12%
PGAM
52
Princeton Global Asset Management
New Jersey
$1.49M +$59.5K +430 +4%
RWMH
53
Riverpoint Wealth Management Holdings
Illinois
$1.46M – – –
SPA
54
Sentinel Pension Advisors
Massachusetts
$1.45M -$475K -3,430 -26%
CWM
55
Cornerstone Wealth Management
Missouri
$1.41M +$7.48K +54 +0.6%
HGERS
56
Householder Group Estate & Retirement Specialist
Arizona
$1.4M -$145K -1,049 -10%
SAM
57
Smartleaf Asset Management
Massachusetts
$1.36M +$281K +2,033 +28%
SSB
58
Sandy Spring Bank
Maryland
$1.34M – – –
KAS
59
Kestra Advisory Services
Texas
$1.21M – – –
SSWM
60
Sheets Smith Wealth Management
North Carolina
$1.19M -$5.54K -40 -0.5%
FPCP
61
Fort Point Capital Partners
California
$1.15M +$34.6K +250 +3%
AWA
62
ARQ Wealth Advisors
Arizona
$1.14M +$580K +4,187 +114%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$1.13M +$633K +4,570 +142%
HCM
64
Hengehold Capital Management
Ohio
$964K -$148K -1,067 -14%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$951K +$5.54K +40 +0.6%
MML Investors Services
66
MML Investors Services
Massachusetts
$947K +$554 +4 +0.1%
Goldman Sachs
67
Goldman Sachs
New York
$905K +$341K +2,463 +66%
ACM
68
Allred Capital Management
Texas
$841K +$28.7K +207 +4%
CFB
69
Cullen/Frost Bankers
Texas
$820K – – –
SWP
70
Stratos Wealth Partners
Ohio
$781K – – –
Luther King Capital Management (LKCM)
71
Luther King Capital Management (LKCM)
Texas
$779K – – –
1IA
72
1620 Investment Advisors
Massachusetts
$776K +$4.57K +33 +0.6%
VC
73
Vicus Capital
Pennsylvania
$744K +$71.6K +517 +11%
DA
74
Detalus Advisors
Missouri
$717K -$54K -390 -7%
NGA
75
Naples Global Advisors
Florida
$711K – – –
1 2
3
4 5

QUS Hedge Fund Activity: Q1 2024 in Review

158 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q1 2024, worth a combined $1.06B — up 17% from $907M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new QUS positions and 9 closed out — a net gain of 13 holders — while 45 added to existing stakes and 56 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $40.6M. The largest seller was LPL Financial, cutting an estimated $28.5M.

  • 158 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q1 2024, up from 146 in Q4 2023.
  • Funds reported $1.06B of State Street SPDR MSCI USA StrategicFactors ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 22 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q1 2024 and 9 closed out, a net change of +13 holders.
  • The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q1 2024 was Private Advisor Group, an estimated $40.6M added.
  • The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q1 2024 was LPL Financial, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2024.