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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

94 hedge funds and large institutions have $528M invested in SPDR MSCI USA StrategicFactors ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-3
Holders Change %
-3.09%
% of All Funds
1.9%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
9
Increased
31
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
Colony Group
Massachusetts
$57.8M
2
FI
Financial Insights
Washington
$10M
3
AFM
Andesa Financial Management
Pennsylvania
$6.95M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.72M
5
LPL Financial
LPL Financial
California
$86.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$28.8M
2
SI
SimpliFi Inc
California
$0
3
Bank of America
Bank of America
North Carolina
$3.72M
4
AWM
AE Wealth Management
Kansas
$230K
5
SS
Simplicity Solutions
Minnesota
$224K
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIM
76
Eagle Ridge Investment Management
Connecticut
$205K +$205K +2,163 New
WCG
77
Weaver Consulting Group
California
$191K -$4.72K -50 -2%
AF
78
Advisornet Financial
Minnesota
$157K -$6.24K -66 -4%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$102K – – –
IA
80
IFP Advisors
Florida
$100K +$14.8K +154 +17%
CAAS
81
Capital Asset Advisory Services
Michigan
$85K – – –
CFGS
82
Concourse Financial Group Securities
Alabama
$83K -$43.9K -464 -35%
CHAM
83
Clear Harbor Asset Management
Connecticut
$82.8K +$82.8K +875 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$79K +$77.8K +820 +6,308%
GWM
85
Geneos Wealth Management
Colorado
$69K -$11.7K -127 -14%
ASN
86
Advisory Services Network
Georgia
$65K +$65K +682 New
APA
87
American Portfolios Advisors
New York
$38.7K -$5.11K -54 -12%
RG
88
Retirement Group
California
$30K -$28.7K -300 -49%
AA
89
Ancora Advisors
Ohio
$26K +$1.9K +20 +8%
GT
90
Glenmede Trust
Pennsylvania
$23K – – –
US Bancorp
91
US Bancorp
Minnesota
$5K – – –
IA
92
Independence Advisors
Pennsylvania
$2K – – –
FA
93
Faithward Advisors
Pennsylvania
$2K – – –
SI
94
SimpliFi Inc
California
– -$18M -203,674 Closed
SCA
95
Snowden Capital Advisors
New York
– -$8.45M -95,703 Closed
Citadel Advisors
96
Citadel Advisors
Florida
– -$1.48M -16,797 Closed
BMM
97
Berkshire Money Management
Massachusetts
– -$516K -5,842 Closed
TRCT
98
Tower Research Capital (TRC)
New York
– -$507K -5,742 Closed
Goldman Sachs
99
Goldman Sachs
New York
– -$486K -5,500 Closed
JWM
100
Jupiter Wealth Management
Colorado
– -$351K -3,817 Closed
1 2 3
4
5