QUS icon

SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

96 hedge funds and large institutions have $608M invested in SPDR MSCI USA StrategicFactors ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
1.7%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.27%
New
20
Increased
28
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
Tolleson Wealth Management
Texas
$105M
2
Ameriprise
2
Ameriprise
Minnesota
$41.4M
3
CG
3
Colony Group
Massachusetts
$71.3M
4
GPWA
4
Great Point Wealth Advisors
Massachusetts
$19.1M
5
CCM
5
Covington Capital Management
California
$2.29M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$84.3M
2
RJA
2
Raymond James & Associates
Florida
$339K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
LFAS
4
Level Four Advisory Services
Texas
$29.7M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.18M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
IFG Advisory
Georgia
$233K 2,235 – –
MWM
77
MBE Wealth Management
Wisconsin
$231K 2,219 -210 -9%
TRCT
78
Tower Research Capital (TRC)
New York
$226K 2,168 +2,168 New
5L
79
55I LLC
Massachusetts
$213K 2,040 +2,040 New
WCG
80
Weaver Consulting Group
California
$204K 1,950 -73 -4%
AF
81
Advisornet Financial
Minnesota
$160K 1,533 -127 -8%
CAL
82
Capital Analysts LLC
Pennsylvania
$123K 1,175 +1,175 New
IA
83
IFP Advisors
Florida
$110K 1,041 +2 +0.2%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$102K 851 – –
CL
85
COWA LLC
Oklahoma
$74K 700 +700 New
GWM
86
Geneos Wealth Management
Colorado
$67K 610 -142 -19%
ASN
87
Advisory Services Network
Georgia
$66K 627 -55 -8%
MCC
88
Money Concepts Capital
Florida
$47K 452 +452 New
RG
89
Retirement Group
California
$32K 314 – –
AA
90
Ancora Advisors
Ohio
$29K 274 – –
Fidelity Investments
91
Fidelity Investments
Massachusetts
$25K 236 -597 -72%
AWM
92
Accel Wealth Management
Iowa
$13K 120 +120 New
UBS Group
93
UBS Group
Switzerland
$6K 59 -3,370 -98%
US Bancorp
94
US Bancorp
Minnesota
$5K 52 – –
Citigroup
95
Citigroup
New York
$4K 39 +39 New
FA
96
Faithward Advisors
Pennsylvania
$3K 24 – –
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
– – -67,183 Closed
SAM
98
Stringer Asset Management
Tennessee
– – -27,118 Closed
UCFA
99
United Capital Financial Advisors
Texas
– – -12,081 Closed
EH
100
Equitable Holdings
New York
– – -9,850 Closed
1 2 3
4
5