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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

97 hedge funds and large institutions have $540M invested in SPDR MSCI USA StrategicFactors ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
1.99%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
21
Increased
41
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$79.1M
2
AFG
2
Affinia Financial Group
Massachusetts
$11.8M
3
AWM
3
AE Wealth Management
Kansas
$11.1M
4
SS
4
Simplicity Solutions
Minnesota
$11M
5
EH
5
Equitable Holdings
New York
$10.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$59.5M
2
TWM
2
Tolleson Wealth Management
Texas
$74.4M
3
MFG
3
Merit Financial Group
Georgia
$459K
4
LFAS
4
Level Four Advisory Services
Texas
$27.6M
5
AFM
5
Andesa Financial Management
Pennsylvania
$2.48M
Name Market Value Shares Shares
Change 		Shares
Change %
WCG
76
Weaver Consulting Group
California
$183K 2,073 -133 -6%
AF
77
Advisornet Financial
Minnesota
$152K 1,726 – –
CFGS
78
Concourse Financial Group Securities
Alabama
$119K 1,342 +366 +38%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$102K 851 – –
CAAS
80
Capital Asset Advisory Services
Michigan
$84K 897 +473 +112%
IA
81
IFP Advisors
Florida
$77K 885 +2 +0.2%
GWM
82
Geneos Wealth Management
Colorado
$75K 879 +16 +2%
RG
83
Retirement Group
California
$54K 614 +614 New
EI
84
Ellevest Inc
New York
$45K 511 +511 New
APA
85
American Portfolios Advisors
New York
$40.9K 463 – –
AWM
86
Apollon Wealth Management
South Carolina
$36K 410 +410 New
Wells Fargo
87
Wells Fargo
California
$27K 311 +1 +0.3%
AA
88
Ancora Advisors
Ohio
$22K 254 – –
GT
89
Glenmede Trust
Pennsylvania
$22K 250 +250 New
CAN
90
Cetera Advisor Networks
California
$11K 119 +119 New
FI
91
Financial Insights
Washington
$9.48K 38,938 -68,908 -64%
US Bancorp
92
US Bancorp
Minnesota
$5K 52 – –
LAS
93
Lloyd Advisory Services
Georgia
$4K 43 +43 New
IA
94
Independence Advisors
Pennsylvania
$2K 19 – –
FA
95
Faithward Advisors
Pennsylvania
$2K 24 – –
CL
96
Cabana LLC
Arkansas
$1K 7 +7 New
Fidelity Investments
97
Fidelity Investments
Massachusetts
$1K 13 +12 +1,200%
BSW
98
Buckingham Strategic Wealth
Missouri
– – -6,366 Closed
TCA
99
Transcend Capital Advisors
New Jersey
– – -5,650 Closed
DAS
100
Dynamic Advisor Solutions
Arizona
– – -4,405 Closed
1 2 3
4
5