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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

125 hedge funds and large institutions have $708M invested in 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.

Holders
125
Holders Change
+18
Holders Change %
+16.82%
% of All Funds
2.02%
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

1
ES
1
Eagle Strategies
New York
$14.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$7.32M
3
Cerity Partners
3
Cerity Partners
New York
$6.98M
4
CG
4
Colony Group
Massachusetts
$129M
5
Bank of America
5
Bank of America
North Carolina
$8.3M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$277K
2
TWM
2
Tolleson Wealth Management
Texas
$114M
3
VFM
3
Valley Financial Management
New York
$6.38M
4
Ameriprise
4
Ameriprise
Minnesota
$23.8M
5
FEG
5
Financial Enhancement Group
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PTC
76
Private Trust Company
Ohio
$366K 3,320 – –
AC
77
Avant Capital
Louisiana
$355K 3,219 -12 -0.4%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$346K 3,135 -7,977 -72%
CAN
79
Cetera Advisor Networks
California
$330K 2,995 +2,995 New
QA
80
Quantitative Advantage
Minnesota
$306K 2,778 +427 +18%
JWCA
81
J.W. Cole Advisors
Florida
$302K 2,735 -86 -3%
AWM
82
Accurate Wealth Management
Florida
$289K 2,568 -7,285 -74%
AAS
83
Avantax Advisory Services
Texas
$286K 2,595 -404 -13%
CIAS
84
CFS Investment Advisory Services
New Jersey
$277K 2,511 -259,760 -99%
RIA
85
Realta Investment Advisors
Delaware
$276K 2,500 -64 -2%
GL
86
Graypoint LLC
New York
$276K 2,499 – –
MA
87
Mezzasalma Advisors
New Jersey
$268K 2,430 -269 -10%
1IA
88
1620 Investment Advisors
Massachusetts
$261K 2,369 -140 -6%
WFAG
89
Worth Financial Advisory Group
North Carolina
$251K 2,278 +2,278 New
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$251K 2,275 +2,275 New
IA
91
IFG Advisory
Georgia
$246K 2,235 – –
SMG
92
Smart Money Group
Texas
$231K 2,094 +21 +1%
CPW
93
Catalyst Private Wealth
California
$230K 2,089 -1,158 -36%
MWM
94
MBE Wealth Management
Wisconsin
$230K 2,081 +2,081 New
MCC
95
Money Concepts Capital
Florida
$229K 2,073 +2,073 New
Citadel Advisors
96
Citadel Advisors
Florida
$228K 2,064 +2,064 New
ACM
97
Allred Capital Management
Texas
$206K 1,865 +1,865 New
AF
98
Advisornet Financial
Minnesota
$170K 1,542 -121 -7%
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$162K 1,473 +1,473 New
FHA
100
First Horizon Advisors
Tennessee
$137K 1,243 – –
2 3
4
5 6