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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

153 hedge funds and large institutions have $1.13B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 61 reducing their positions, and 17 closing their positions.

Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
17
Increased
39
Reduced
61
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$22.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65.7M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$6.15M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.94M
5
ECA
5
Elevation Capital Advisory
Oregon
$4.25M

Top Sellers

1
MYIA
1
Mount Yale Investment Advisors
Colorado
$0
2
Cerity Partners
2
Cerity Partners
New York
$4.09M
3
TWM
3
Tolleson Wealth Management
Texas
$107M
4
RFM
4
Royal Fund Management
Florida
$1.12M
5
Morgan Stanley
5
Morgan Stanley
New York
$38.2M
Name Market Value Shares Shares
Change 		Shares
Change %
NGA
76
Naples Global Advisors
Florida
$869K 5,516 +631 +13%
SWP
77
Stratos Wealth Partners
Ohio
$845K 5,361 +16 +0.3%
HAS
78
HBW Advisory Services
California
$841K 5,341 -1,650 -24%
Luther King Capital Management (LKCM)
79
Luther King Capital Management (LKCM)
Texas
– – – –
VC
80
Vicus Capital
Pennsylvania
$813K 5,160 -57 -1%
DA
81
Detalus Advisors
Missouri
$776K 4,926 – –
NS
82
NBC Securities
Alabama
$757K 4,811 +1,251 +35%
EBT
83
Enterprise Bank & Trust
Massachusetts
$687K 4,360 – –
CCA
84
Criterion Capital Advisors
Tennessee
$646K 4,378 – –
FGG
85
Financial Guidance Group
Florida
$567K 3,596 – –
ACA
86
Aptus Capital Advisors
Alabama
$567K 3,596 – –
DWM
87
Drive Wealth Management
Utah
$565K 3,585 – –
VBFP
88
Valtinson Bruner Financial Planning
Minnesota
$543K 3,446 – –
SWM
89
SK Wealth Management
Rhode Island
$526K 3,362 +3,362 New
IAN
90
Integrated Advisors Network
Texas
$507K 3,219 -86 -3%
FTS
91
Fifth Third Securities
Ohio
$498K 3,160 -1,027 -25%
PAWA
92
Palo Alto Wealth Advisors
California
$486K 3,045 – –
PTC
93
Private Trust Company
Ohio
$472K 2,996 – –
SA
94
Sanctuary Advisors
Indiana
$443K 2,736 -770 -22%
CWM
95
Collaborative Wealth Management
Florida
$419K 2,657 +63 +2%
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$399K 2,534 – –
JSW
97
Journey Strategic Wealth
New Jersey
$397K 2,522 +459 +22%
CIAS
98
CFS Investment Advisory Services
New Jersey
$396K 2,511 – –
GIA
99
Gladstone Institutional Advisory
Florida
$391K 2,483 -433 -15%
MFG
100
Merit Financial Group
Georgia
$387K 2,458 -515 -17%
2 3
4
5 6