QUS icon

SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

154 hedge funds and large institutions have $1.06B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 18 closing their positions.

Holders
154
Holders Change
-4
Holders Change %
-2.53%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
18
Increased
49
Reduced
57
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$18M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$264M
3
ES
3
Eagle Strategies
New York
$9.4M
4
AG
4
AlTi Global
New York
$3.67M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.57M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
TWM
2
Tolleson Wealth Management
Texas
$107M
3
CW
3
CreativeOne Wealth
Kansas
$9.48M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$52.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$879K
Name Market Value Shares Shares
Change 		Shares
Change %
RWMH
51
Riverpoint Wealth Management Holdings
Illinois
$1.49M 10,099 +67 +0.7%
SPA
52
Sentinel Pension Advisors
Massachusetts
$1.42M 9,653 -298 -3%
SAM
53
Smartleaf Asset Management
Massachusetts
$1.39M 9,432 +61 +0.7%
CWM
54
Cornerstone Wealth Management
Missouri
$1.39M 9,430 -222 -2%
SSB
55
Sandy Spring Bank
Maryland
$1.36M 9,207 – –
KAS
56
Kestra Advisory Services
Texas
$1.23M 8,348 +18 +0.2%
SSWM
57
Sheets Smith Wealth Management
North Carolina
$1.2M 8,146 +3 +0%
HGERS
58
Householder Group Estate & Retirement Specialist
Arizona
$1.2M 8,138 -1,471 -15%
FPCP
59
Fort Point Capital Partners
California
$1.17M 7,906 +12 +0.2%
AAS
60
Ameritas Advisory Services
Nebraska
$1.11M 7,559 +4,742 +168%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$1.07M 7,280 -505 -6%
HAS
62
HBW Advisory Services
California
$1.03M 6,991 -8,589 -55%
ACM
63
Allred Capital Management
Texas
$1.03M 6,978 +1,206 +21%
HCM
64
Hengehold Capital Management
Ohio
$966K 6,553 -70 -1%
GS
65
GTS Securities
New York
$896K 6,076 +6,076 New
Osaic Holdings
66
Osaic Holdings
Arizona
$879K 5,961 -27,531 -82%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$834K 5,659 -872 -13%
CFB
68
Cullen/Frost Bankers
Texas
$831K 5,633 – –
HIA
69
Harbor Investment Advisory
Maryland
$819K 5,556 +1,441 +35%
1IA
70
1620 Investment Advisors
Massachusetts
$818K 5,545 +218 +4%
Luther King Capital Management (LKCM)
71
Luther King Capital Management (LKCM)
Texas
– – – –
SWP
72
Stratos Wealth Partners
Ohio
$788K 5,345 -18 -0.3%
VC
73
Vicus Capital
Pennsylvania
$769K 5,217 +109 +2%
DA
74
Detalus Advisors
Missouri
$726K 4,926 – –
NGA
75
Naples Global Advisors
Florida
$720K 4,885 – –
1 2
3
4 5