QUS icon

SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

169 hedge funds and large institutions have $1.33B invested in SPDR MSCI USA StrategicFactors ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+8
Holders Change %
+4.97%
% of All Funds
2.27%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
18
Increased
68
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$31.3M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$11.1M
3
WA
Win Advisors
Florida
+$9.04M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.14M
5
UBS Group
UBS Group
Switzerland
+$5.75M

Top Sellers

1
BIP
Bouvel Investment Partners
Pennsylvania
-$5.83M
2
ECA
Elevation Capital Advisory
Oregon
-$4.49M
3
GWM
Geneos Wealth Management
Colorado
-$3.28M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.99M
5
GAG
Goodman Advisory Group
Massachusetts
-$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMWM
76
Wilkins Miller Wealth Management
Alabama
$1.15M +$104K +640 +10%
HFA
77
Hershey Financial Advisers
Pennsylvania
$1.06M +$1.06M +6,507 New
HCM
78
Hengehold Capital Management
Ohio
$1.05M -$9.62K -59 -0.9%
1IA
79
1620 Investment Advisors
Massachusetts
$995K +$39.8K +244 +4%
WC
80
Waterloo Capital
Texas
$991K +$369K +2,261 +59%
VA
81
VestGen Advisors
Illinois
$846K +$240K +1,464 +40%
Luther King Capital Management (LKCM)
82
Luther King Capital Management (LKCM)
Texas
$810K -$803K – –
DA
83
Detalus Advisors
Missouri
$803K -$326 -2 -0%
NGA
84
Naples Global Advisors
Florida
$787K -$32.6K -200 -4%
VC
85
Vicus Capital
Pennsylvania
$755K +$14.8K +91 +2%
NS
86
NBC Securities
Alabama
$717K +$144K +885 +25%
EBT
87
Enterprise Bank & Trust
Massachusetts
$711K – – –
AF
88
Apollon Financial
South Carolina
$652K +$18.8K +115 +3%
EWA
89
EP Wealth Advisors
California
$605K -$76K -466 -11%
NP
90
NorthRock Partners
Minnesota
$587K -$427K -2,621 -42%
ACA
91
Aptus Capital Advisors
Alabama
$586K – – –
FGG
92
Financial Guidance Group
Florida
$586K – – –
PTC
93
Private Trust Company
Ohio
$570K -$30K -184 -5%
CFB
94
Cullen/Frost Bankers
Texas
$568K – – –
VBFP
95
Valtinson Bruner Financial Planning
Minnesota
$560K +$1.96K +12 +0.4%
SWM
96
SK Wealth Management
Rhode Island
$554K +$3.28K +20 +0.6%
OFG
97
Opulen Financial Group
Virginia
$547K +$1.31K +8 +0.2%
RFM
98
Royal Fund Management
Florida
$544K -$816 -5 -0.1%
Osaic Holdings
99
Osaic Holdings
Arizona
$535K -$177K -1,123 -25%
AC
100
Avant Capital
Louisiana
$522K +$35.2K +216 +7%
2 3
4
5 6