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State Street SPDR MSCI USA StrategicFactors ETF
QUS

158 hedge funds and large institutions have $1.06B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $907M → $1.06B (+$151M)

8% more funds holding

Funds holding: 146 → 158 (+12)

1.02% less ownership

Funds ownership: 82.47% → 81.46% (-1%)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

20% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 56

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.28%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
22
Increased
45
Reduced
56
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$40.6M
2
MYIA
Mount Yale Investment Advisors
Colorado
+$28.3M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$18.9M
4
Morgan Stanley
Morgan Stanley
New York
+$8.88M
5
PIA
Perennial Investment Advisors
California
+$7.6M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$28.5M
2
ES
Eagle Strategies
New York
-$10.2M
3
Ameriprise
Ameriprise
Minnesota
-$6.1M
4
HPC
Hobart Private Capital
North Carolina
-$5.22M
5
TWM
Tolleson Wealth Management
Texas
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
76
Cetera Advisor Networks
California
$682K -$20.5K -148 -3%
CCA
77
Criterion Capital Advisors
Tennessee
$665K +$13.8K +100 +2%
RL
78
Retireful LLC
Michigan
$636K +$604K +4,365 New
EBT
79
Enterprise Bank & Trust
Massachusetts
$635K – – –
VCM
80
Versant Capital Management
Arizona
$606K – – –
HIA
81
Harbor Investment Advisory
Maryland
$599K +$27.5K +199 +5%
IAN
82
Integrated Advisors Network
Texas
$595K -$1.38K -10 -0.2%
Fayez Sarofim & Co
83
Fayez Sarofim & Co
Texas
$575K +$546K +3,946 New
BFAG
84
Blackston Financial Advisory Group
Florida
$562K -$181K -1,307 -25%
WC
85
Waterloo Capital
Texas
$542K – – –
MFG
86
Merit Financial Group
Georgia
$539K -$142K -1,027 -21%
NS
87
NBC Securities
Alabama
$532K -$4.29K -31 -0.8%
TWD
88
True Wealth Design
Ohio
$524K – – –
FGG
89
Financial Guidance Group
Florida
$524K – – –
ACA
90
Aptus Capital Advisors
Alabama
$524K +$498K +3,596 New
DWM
91
Drive Wealth Management
Utah
$522K – – –
VBFP
92
Valtinson Bruner Financial Planning
Minnesota
$502K – – –
HPC
93
Hobart Private Capital
North Carolina
$463K -$5.22M -37,721 -92%
GIA
94
Gladstone Institutional Advisory
Florida
$456K -$296K -2,139 -41%
ETIA
95
Epic Trust Investment Advisors
Washington
$448K -$105K -762 -20%
PAWA
96
Palo Alto Wealth Advisors
California
$441K +$12.3K +89 +3%
PTC
97
Private Trust Company
Ohio
$436K +$132K +957 +47%
VFPW
98
Vantage Financial Partners (Wisconsin)
Wisconsin
$436K +$67.3K +486 +19%
AAS
99
Ameritas Advisory Services
Nebraska
$396K +$390K +2,817 New
JWCA
100
J.W. Cole Advisors
Florida
$373K -$8.03K -58 -2%
2 3
4
5 6

QUS Hedge Fund Activity: Q1 2024 in Review

158 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q1 2024, worth a combined $1.06B — up 17% from $907M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new QUS positions and 9 closed out — a net gain of 13 holders — while 45 added to existing stakes and 56 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $40.6M. The largest seller was LPL Financial, cutting an estimated $28.5M.

  • 158 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q1 2024, up from 146 in Q4 2023.
  • Funds reported $1.06B of State Street SPDR MSCI USA StrategicFactors ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 22 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q1 2024 and 9 closed out, a net change of +13 holders.
  • The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q1 2024 was Private Advisor Group, an estimated $40.6M added.
  • The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q1 2024 was LPL Financial, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2024.