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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

167 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 17 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 8 closing their positions.

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.24%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
17
Increased
68
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$64.4M
2
PFA
2
Presper Financial Architects
Ohio
$29.1M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$324M
4
WA
4
Win Advisors
Florida
$9.04M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$61.4M

Top Sellers

1
BIP
1
Bouvel Investment Partners
Pennsylvania
$0
2
ECA
2
Elevation Capital Advisory
Oregon
$0
3
GWM
3
Geneos Wealth Management
Colorado
$142K
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$18.7M
5
GAG
5
Goodman Advisory Group
Massachusetts
$7.7M
Name Market Value Shares Shares
Change 		Shares
Change %
IAN
101
Integrated Advisors Network
Texas
$482K 2,955 -244 -8%
PAWA
102
Palo Alto Wealth Advisors
California
$451K 2,765 +15 +0.5%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$447K 2,741 +240 +10%
TNA
104
True North Advisors
Texas
$423K 2,593 – –
JSW
105
Journey Strategic Wealth
New Jersey
$413K 2,535 +14 +0.6%
CIAS
106
CFS Investment Advisory Services
New Jersey
$410K 2,511 – –
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$409K 2,508 – –
PCG
108
Prosperity Consulting Group
Maryland
$382K 2,342 +164 +8%
TFM
109
TFC Financial Management
Massachusetts
$378K 2,318 +1,125 +94%
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$347K 2,128 -849 -29%
Mariner
111
Mariner
Kansas
$330K 2,026 +200 +11%
CWM
112
Collaborative Wealth Management
Florida
$330K 2,025 +215 +12%
GL
113
Graypoint LLC
New York
$324K 1,984 – –
WFAG
114
Worth Financial Advisory Group
North Carolina
$321K 1,969 +1 +0.1%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$312K 1,911 +1,911 New
LIA
116
Lynx Investment Advisory
District of Columbia
$312K 1,910 +11 +0.6%
PW
117
PUREfi Wealth
Massachusetts
$311K 1,907 -928 -33%
Lido Advisors
118
Lido Advisors
California
$310K 1,899 – –
IWC
119
Integrated Wealth Concepts
Massachusetts
$307K 1,885 -172 -8%
FFN
120
Focus Financial Network
Minnesota
$298K 1,827 -16 -0.9%
NEPWA
121
New England Private Wealth Advisors
Massachusetts
$296K 1,806 +44 +2%
CPW
122
Catalyst Private Wealth
California
$294K 1,802 – –
JWCA
123
J.W. Cole Advisors
Florida
$291K 1,785 +1,785 New
B
124
Bailard
California
$288K 1,766 – –
HPC
125
Hobart Private Capital
North Carolina
$285K 1,747 – –
3 4
5
6 7