QUS icon

SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

146 hedge funds and large institutions have $907M invested in SPDR MSCI USA StrategicFactors ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+18
Holders Change %
+14.06%
% of All Funds
2.14%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
29
Increased
38
Reduced
56
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$208M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.7M
3
RJA
3
Raymond James & Associates
Florida
$10M
4
PIA
4
Perennial Investment Advisors
California
$14M
5
Cerity Partners
5
Cerity Partners
New York
$14.6M

Top Sellers

1
ES
1
Eagle Strategies
New York
$10.2M
2
TWM
2
Tolleson Wealth Management
Texas
$104M
3
SMM
3
Stadion Money Management
Georgia
$26.5M
4
Ameriprise
4
Ameriprise
Minnesota
$23.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
76
Merit Financial Group
Georgia
$640K 4,846 -2,916 -38%
CAN
77
Cetera Advisor Networks
California
$638K 4,831 -147 -3%
VC
78
Vicus Capital
Pennsylvania
$607K 4,591 -128 -3%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$597K 4,521 +684 +18%
CCA
80
Criterion Capital Advisors
Tennessee
$590K 4,468 +4,468 New
EBT
81
Enterprise Bank & Trust
Massachusetts
$576K 4,360 +4,360 New
VCM
82
Versant Capital Management
Arizona
$549K 4,159 – –
Mariner
83
Mariner
Kansas
$542K 4,102 +4,102 New
IAN
84
Integrated Advisors Network
Texas
$541K 4,097 -63 -2%
HIA
85
Harbor Investment Advisory
Maryland
$517K 3,916 -1,187 -23%
ETIA
86
Epic Trust Investment Advisors
Washington
$507K 3,837 +3,837 New
Goldman Sachs
87
Goldman Sachs
New York
$496K 3,751 – –
WC
88
Waterloo Capital
Texas
$492K 3,722 +3,722 New
NS
89
NBC Securities
Alabama
$487K 3,687 +3,687 New
AWA
90
ARQ Wealth Advisors
Arizona
$484K 3,660 +923 +34%
TWD
91
True Wealth Design
Ohio
$476K 3,601 – –
FGG
92
Financial Guidance Group
Florida
$475K 3,596 – –
DWM
93
Drive Wealth Management
Utah
$474K 3,585 – –
VBFP
94
Valtinson Bruner Financial Planning
Minnesota
$455K 3,446 -89 -3%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$425K 3,215 -1,061 -25%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$423K 3,203 -883 -22%
PAWA
97
Palo Alto Wealth Advisors
California
$388K 2,936 – –
CWM
98
Collaborative Wealth Management
Florida
$346K 2,621 -42 -2%
JWCA
99
J.W. Cole Advisors
Florida
$346K 2,616 -236 -8%
CIAS
100
CFS Investment Advisory Services
New Jersey
$332K 2,511 – –
2 3
4
5 6