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State Street SPDR MSCI USA StrategicFactors ETF
QUS

125 hedge funds and large institutions have $708M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 55 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

17% more funds holding

Funds holding: 107 → 125 (+18)

11% more capital invested

Capital invested by funds: $641M → $708M (+$67.5M)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

5.01% less ownership

Funds ownership: 84.19% → 79.18% (-5%)

53% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 55

Holders
125
Holders Change
+18
Holders Change %
+16.82%
% of All Funds
2.01%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
27
Increased
26
Reduced
55
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ES
Eagle Strategies
New York
+$14.4M
2
HighTower Advisors
HighTower Advisors
Illinois
+$7.3M
3
Cerity Partners
Cerity Partners
New York
+$6.96M
4
CG
Colony Group
Massachusetts
+$5.64M
5
Bank of America
Bank of America
North Carolina
+$4.84M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$28.6M
2
TWM
Tolleson Wealth Management
Texas
-$4.25M
3
VFM
Valley Financial Management
New York
-$3.09M
4
Ameriprise
Ameriprise
Minnesota
-$2.78M
5
FEG
Financial Enhancement Group
Indiana
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
76
Private Trust Company
Ohio
$366K – – –
AC
77
Avant Capital
Louisiana
$355K -$1.32K -12 -0.4%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$346K -$877K -7,977 -72%
CAN
79
Cetera Advisor Networks
California
$330K +$329K +2,995 New
QA
80
Quantitative Advantage
Minnesota
$306K +$47K +427 +18%
JWCA
81
J.W. Cole Advisors
Florida
$302K -$9.46K -86 -3%
AWM
82
Accurate Wealth Management
Florida
$289K -$801K -7,285 -74%
AAS
83
Avantax Advisory Services
Texas
$286K -$44.4K -404 -13%
CIAS
84
CFS Investment Advisory Services
New Jersey
$277K -$28.6M -259,760 -99%
RIA
85
Realta Investment Advisors
Delaware
$276K -$7.04K -64 -2%
GL
86
Graypoint LLC
New York
$276K – – –
MA
87
Mezzasalma Advisors
New Jersey
$268K -$29.6K -269 -10%
1IA
88
1620 Investment Advisors
Massachusetts
$261K -$15.4K -140 -6%
WFAG
89
Worth Financial Advisory Group
North Carolina
$251K +$251K +2,278 New
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$251K +$250K +2,275 New
IA
91
IFG Advisory
Georgia
$246K – – –
SMG
92
Smart Money Group
Texas
$231K +$2.31K +21 +1%
CPW
93
Catalyst Private Wealth
California
$230K -$127K -1,158 -36%
MWM
94
MBE Wealth Management
Wisconsin
$230K +$229K +2,081 New
MCC
95
Money Concepts Capital
Florida
$229K +$228K +2,073 New
Citadel Advisors
96
Citadel Advisors
Florida
$228K +$227K +2,064 New
ACM
97
Allred Capital Management
Texas
$206K +$205K +1,865 New
AF
98
Advisornet Financial
Minnesota
$170K -$13.3K -121 -7%
JP Morgan Chase
99
JP Morgan Chase
New York
$162K +$162K +1,473 New
FHA
100
First Horizon Advisors
Tennessee
$137K – – –
2 3
4
5 6

QUS Hedge Fund Activity: Q4 2022 in Review

125 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q4 2022, worth a combined $708M — up 11% from $641M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new QUS positions and 6 closed out — a net gain of 21 holders — while 26 added to existing stakes and 55 trimmed.

The largest buyer was Eagle Strategies, opening a new position worth an estimated $14.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $28.6M.

  • 125 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q4 2022, up from 107 in Q3 2022.
  • Funds reported $708M of State Street SPDR MSCI USA StrategicFactors ETF stock for Q4 2022, up 11% quarter-over-quarter.
  • 27 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q4 2022 and 6 closed out, a net change of +21 holders.
  • The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q4 2022 was Eagle Strategies, an estimated $14.4M added.
  • The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $28.6M sold.

Based on aggregated 13F filings for Q4 2022.