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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

128 hedge funds and large institutions have $800M invested in SPDR MSCI USA StrategicFactors ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.04%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
12
Increased
42
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$174M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.3M
3
PIA
3
Perennial Investment Advisors
California
$6.35M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$8.03M
5
TF
5
Theory Financial
Colorado
$3.51M

Top Sellers

1
HPC
1
Hobart Private Capital
North Carolina
$5.41M
2
TWM
2
Tolleson Wealth Management
Texas
$100M
3
GAG
3
Goodman Advisory Group
Massachusetts
$9.27M
4
NWM
4
NEIRG Wealth Management
Massachusetts
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$542K
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$493K 4,086 +4,086 New
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$463K 3,837 +3,456 +907%
Goldman Sachs
78
Goldman Sachs
New York
$453K 3,751 -1,418 -27%
TRCT
79
Tower Research Capital (TRC)
New York
$453K 3,750 +1,648 +78%
TWD
80
True Wealth Design
Ohio
$435K 3,601 -1,287 -26%
FGG
81
Financial Guidance Group
Florida
$434K 3,596 – –
DWM
82
Drive Wealth Management
Utah
$433K 3,585 – –
VBFP
83
Valtinson Bruner Financial Planning
Minnesota
$427K 3,535 – –
AC
84
Avant Capital
Louisiana
$390K 3,231 – –
PAWA
85
Palo Alto Wealth Advisors
California
$354K 2,936 – –
JWCA
86
J.W. Cole Advisors
Florida
$344K 2,852 +239 +9%
AAS
87
Ameritas Advisory Services
Nebraska
$343K 2,817 +240 +9%
AWA
88
ARQ Wealth Advisors
Arizona
$330K 2,737 +2,737 New
CWM
89
Collaborative Wealth Management
Florida
$321K 2,663 -629 -19%
CIAS
90
CFS Investment Advisory Services
New Jersey
$303K 2,511 – –
GL
91
Graypoint LLC
New York
$302K 2,499 – –
BCI
92
Brinker Capital Investments
Pennsylvania
$300K 2,487 +445 +22%
OPS
93
Orion Portfolio Solutions
Nebraska
$300K 2,487 +445 +22%
RIA
94
Realta Investment Advisors
Delaware
$296K 2,404 – –
MA
95
Mezzasalma Advisors
New Jersey
$290K 2,401 -16 -0.7%
WFAG
96
Worth Financial Advisory Group
North Carolina
$281K 2,325 +137 +6%
IA
97
IFG Advisory
Georgia
$270K 2,235 +2,235 New
BRWA
98
B. Riley Wealth Advisors
Florida
$262K 2,169 +2,169 New
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$261K 2,162 -217 -9%
SMG
100
Smart Money Group
Texas
$254K 2,109 – –
2 3
4
5 6