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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

161 hedge funds and large institutions have $1.19B invested in SPDR MSCI USA StrategicFactors ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
-1
Holders Change %
-0.62%
% of All Funds
2.19%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
17
Increased
44
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$11.9M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$5.74M
3
ECA
Elevation Capital Advisory
Oregon
+$4.49M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.59M
5
LPL Financial
LPL Financial
California
+$3.33M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.1M
2
Raymond James Financial
Raymond James Financial
Florida
-$6.49M
3
AAS
Ameritas Advisory Services
Nebraska
-$5.75M
4
TWM
Tolleson Wealth Management
Texas
-$3.69M
5
FHB
First Hawaiian Bank
Hawaii
-$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$779K +$758K +4,837 +3,557%
DA
77
Detalus Advisors
Missouri
$772K – – –
VC
78
Vicus Capital
Pennsylvania
$711K -$97.3K -621 -12%
Osaic Holdings
79
Osaic Holdings
Arizona
$707K +$344K +2,197 +95%
EBT
80
Enterprise Bank & Trust
Massachusetts
$683K – – –
EWA
81
EP Wealth Advisors
California
$655K +$655K +4,178 New
AF
82
Apollon Financial
South Carolina
$609K +$10.2K +65 +2%
WC
83
Waterloo Capital
Texas
$598K -$233K -1,487 -28%
Corient Private Wealth
84
Corient Private Wealth
Florida
$587K +$267K +1,707 +84%
VA
85
VestGen Advisors
Illinois
$580K +$580K +3,703 New
PTC
86
Private Trust Company
Ohio
$577K +$28.8K +184 +5%
ACA
87
Aptus Capital Advisors
Alabama
$563K – – –
FGG
88
Financial Guidance Group
Florida
$563K – – –
NS
89
NBC Securities
Alabama
$550K +$549K +3,509 +87,725%
CFB
90
Cullen/Frost Bankers
Texas
$546K -$157K -1,000 -22%
VBFP
91
Valtinson Bruner Financial Planning
Minnesota
$536K – – –
OFG
92
Opulen Financial Group
Virginia
$525K – – –
RFM
93
Royal Fund Management
Florida
$524K -$2.98K -19 -0.6%
IAN
94
Integrated Advisors Network
Texas
$501K -$3.6K -23 -0.7%
TRCT
95
Tower Research Capital (TRC)
New York
$497K +$372K +2,376 +298%
SWM
96
SK Wealth Management
Rhode Island
$489K – – –
AC
97
Avant Capital
Louisiana
$468K -$627 -4 -0.1%
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$466K -$425K -2,710 -48%
PW
99
PUREfi Wealth
Massachusetts
$444K +$444K +2,835 New
AAS
100
Ameritas Advisory Services
Nebraska
$438K -$5.75M -37,098 -93%
2 3
4
5 6