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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

103 hedge funds and large institutions have $675M invested in SPDR MSCI USA StrategicFactors ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.81%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
14
Increased
34
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$111M
2
LPL Financial
2
LPL Financial
California
$58.4M
3
FTUS
3
Flow Traders U.S.
New York
$3.95M
4
SWA
4
SFMG Wealth Advisors
Texas
$47M
5
SB
5
Strategic Blueprint
Georgia
$2.21M

Top Sellers

1
LFAS
1
Level Four Advisory Services
Texas
$18.9M
2
AFM
2
Andesa Financial Management
Pennsylvania
$6.18M
3
SMM
3
Stadion Money Management
Georgia
$30.8M
4
TWM
4
Tolleson Wealth Management
Texas
$126M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
76
MBE Wealth Management
Wisconsin
$227K 1,899 -320 -14%
ACM
77
Allred Capital Management
Texas
$225K 1,890 – –
EWM
78
Echo Wealth Management
Minnesota
$220K 1,815 -318 -15%
GLA
79
Good Life Advisors
Pennsylvania
$220K 1,848 +1,848 New
ERIM
80
Eagle Ridge Investment Management
Connecticut
$219K 1,834 – –
HCM
81
Hengehold Capital Management
Ohio
$218K 1,829 – –
GIA
82
Gladstone Institutional Advisory
Florida
$205K 1,722 +1,722 New
AF
83
Advisornet Financial
Minnesota
$166K 1,390 -183 -12%
HA
84
Herold Advisors
New York
$155K 1,300 +1,300 New
IA
85
IFP Advisors
Florida
$137K 1,144 +24 +2%
HI
86
Harbour Investments
Wisconsin
$99K 833 – –
GWM
87
Geneos Wealth Management
Colorado
$83K 695 – –
APA
88
American Portfolios Advisors
New York
$81.5K 683 +683 New
Wells Fargo
89
Wells Fargo
California
$70K 589 +294 +100%
DAC
90
Dividend Assets Capital
South Carolina
$52K 434 +434 New
RG
91
Retirement Group
California
$35K 295 – –
SWM
92
Spire Wealth Management
Virginia
$34K 283 – –
AA
93
Ancora Advisors
Ohio
$26K 219 – –
GT
94
Glenmede Trust
Pennsylvania
$17K 150 – –
AWM
95
Accel Wealth Management
Iowa
$14K 120 – –
SPIA
96
Steward Partners Investment Advisory
New York
$14K 115 – –
UBS Group
97
UBS Group
Switzerland
$14K 117 +117 New
CIAS
98
Capital Investment Advisory Services
North Carolina
$11K 90 – –
Fidelity Investments
99
Fidelity Investments
Massachusetts
$8K 70 +60 +600%
GI
100
Gradient Investments
Minnesota
$8K 66 +66 New
1 2 3
4
5