QUS icon

SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

161 hedge funds and large institutions have $1.19B invested in SPDR MSCI USA StrategicFactors ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 14 closing their positions.

Holders
161
Holders Change
-1
Holders Change %
-0.62%
% of All Funds
2.19%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
17
Increased
44
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$63.5M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$301M
3
ECA
3
Elevation Capital Advisory
Oregon
$4.49M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$8.18M
5
LPL Financial
5
LPL Financial
California
$45.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$53.1M
2
Raymond James Financial
2
Raymond James Financial
Florida
$16.7M
3
AAS
3
Ameritas Advisory Services
Nebraska
$438K
4
TWM
4
Tolleson Wealth Management
Texas
$91.6M
5
FHB
5
First Hawaiian Bank
Hawaii
$10.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PGAM
51
Princeton Global Asset Management
New Jersey
$1.86M 11,860 +903 +8%
ML
52
McAdam LLC
Pennsylvania
$1.85M 11,809 -268 -2%
HIA
53
Harbor Investment Advisory
Maryland
$1.8M 11,502 +260 +2%
GA
54
Goldstein Advisors
Wisconsin
$1.77M 11,284 -15 -0.1%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$1.76M 11,263 – –
JWBC
56
John W. Brooker & Co
California
$1.6M 10,188 -156 -2%
RWMH
57
Riverpoint Wealth Management Holdings
Illinois
$1.51M 9,649 – –
SSB
58
Sandy Spring Bank
Maryland
$1.44M 9,207 – –
SPA
59
Sentinel Pension Advisors
Massachusetts
$1.41M 8,994 -130 -1%
LFAS
60
Level Four Advisory Services
Texas
$1.4M 8,958 -2,108 -19%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$1.35M 8,637 -574 -6%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$1.34M 8,567 +1,124 +15%
CWM
63
Cornerstone Wealth Management
Missouri
$1.34M 8,565 -811 -9%
KAS
64
Kestra Advisory Services
Texas
$1.32M 8,414 -36 -0.4%
FPCP
65
Fort Point Capital Partners
California
$1.28M 8,171 +100 +1%
ACM
66
Allred Capital Management
Texas
$1.28M 8,153 +75 +0.9%
SSWM
67
Sheets Smith Wealth Management
North Carolina
$1.2M 7,637 -93 -1%
GM
68
GeoWealth Management
Illinois
$1.15M 7,340 -154 -2%
HCM
69
Hengehold Capital Management
Ohio
$1.02M 6,497 -26 -0.4%
WMWM
70
Wilkins Miller Wealth Management
Alabama
$1.01M 6,425 +6,425 New
NP
71
NorthRock Partners
Minnesota
$975K 6,221 +6,221 New
1IA
72
1620 Investment Advisors
Massachusetts
$918K 5,859 +107 +2%
HH
73
Hilltop Holdings
Texas
$808K 5,158 -2,458 -32%
Luther King Capital Management (LKCM)
74
Luther King Capital Management (LKCM)
Texas
– – – –
NGA
75
Naples Global Advisors
Florida
$787K 5,025 -360 -7%
1 2
3
4 5