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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

153 hedge funds and large institutions have $1.13B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 61 reducing their positions, and 17 closing their positions.

Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
17
Increased
39
Reduced
61
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$22.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65.7M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$6.15M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.94M
5
ECA
5
Elevation Capital Advisory
Oregon
$4.25M

Top Sellers

1
MYIA
1
Mount Yale Investment Advisors
Colorado
$0
2
Cerity Partners
2
Cerity Partners
New York
$4.09M
3
TWM
3
Tolleson Wealth Management
Texas
$107M
4
RFM
4
Royal Fund Management
Florida
$1.12M
5
Morgan Stanley
5
Morgan Stanley
New York
$38.2M
Name Market Value Shares Shares
Change 		Shares
Change %
LFAS
51
Level Four Advisory Services
Texas
$1.77M 11,399 -553 -5%
PGAM
52
Princeton Global Asset Management
New Jersey
$1.71M 10,880 +509 +5%
HCM
53
Howard Capital Management
Georgia
$1.7M 10,775 -15 -0.1%
JWBC
54
John W. Brooker & Co
California
$1.64M 10,418 -146 -1%
HH
55
Hilltop Holdings
Texas
$1.61M 10,250 +10,250 New
RWMH
56
Riverpoint Wealth Management Holdings
Illinois
$1.51M 9,567 -532 -5%
SSB
57
Sandy Spring Bank
Maryland
$1.45M 9,207 – –
SPA
58
Sentinel Pension Advisors
Massachusetts
$1.42M 9,024 -629 -7%
CWM
59
Cornerstone Wealth Management
Missouri
$1.42M 9,012 -418 -4%
Citadel Advisors
60
Citadel Advisors
Florida
$1.36M 8,620 -12,261 -59%
Jane Street
61
Jane Street
New York
$1.35M 8,543 +4,551 +114%
KAS
62
Kestra Advisory Services
Texas
$1.32M 8,348 – –
WC
63
Waterloo Capital
Texas
$1.27M 8,045 +4,436 +123%
SSWM
64
Sheets Smith Wealth Management
North Carolina
$1.27M 8,039 -107 -1%
FPCP
65
Fort Point Capital Partners
California
$1.27M 8,036 +130 +2%
ACM
66
Allred Capital Management
Texas
$1.23M 7,803 +825 +12%
VCM
67
Versant Capital Management
Arizona
$1.18M 7,514 +3,355 +81%
HIA
68
Harbor Investment Advisory
Maryland
$1.14M 7,267 +1,711 +31%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$1.12M 7,114 -166 -2%
RFM
70
Royal Fund Management
Florida
$1.12M 7,094 -25,755 -78%
HGERS
71
Householder Group Estate & Retirement Specialist
Arizona
$1.07M 6,777 -1,361 -17%
HCM
72
Hengehold Capital Management
Ohio
$1.03M 6,553 – –
CFB
73
Cullen/Frost Bankers
Texas
$887K 5,633 – –
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$879K 5,578 -81 -1%
1IA
75
1620 Investment Advisors
Massachusetts
$873K 5,541 -4 -0.1%
1 2
3
4 5