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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

127 hedge funds and large institutions have $744M invested in SPDR MSCI USA StrategicFactors ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
2.03%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
18
Increased
33
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ES
1
Eagle Strategies
New York
$35.1M
2
HPC
2
Hobart Private Capital
North Carolina
$8.53M
3
GAG
3
Goodman Advisory Group
Massachusetts
$14.4M
4
CG
4
Colony Group
Massachusetts
$142M
5
CW
5
CreativeOne Wealth
Kansas
$13.5M

Top Sellers

1
TWM
1
Tolleson Wealth Management
Texas
$99M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
VFM
3
Valley Financial Management
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.8M
5
LFAS
5
Level Four Advisory Services
Texas
$8.45M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
101
Allred Capital Management
Texas
$216K 1,865 – –
PFO
102
Pathstone Family Office
New Jersey
$215K 1,851 +1,851 New
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$171K 1,473 – –
FHA
104
First Horizon Advisors
Tennessee
$144K 1,243 – –
IA
105
IFP Advisors
Florida
$83.3K 1,070 -32,668 -97%
UBS Group
106
UBS Group
Switzerland
$81.6K 704 +704 New
AWM
107
Aspire Wealth Management
Massachusetts
$79.8K 688 – –
CSPIA
108
Cary Street Partners Investment Advisory
Virginia
$63.2K 545 – –
CFD
109
Creative Financial Designs
Indiana
$62.1K 536 +31 +6%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$52K 445 +64 +17%
Wells Fargo
111
Wells Fargo
California
$49.9K 430 -29 -6%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$40.9K 353 -145 -29%
HI
113
Harbour Investments
Wisconsin
$40.6K 350 – –
TRCT
114
Tower Research Capital (TRC)
New York
$40K 345 -22 -6%
ASN
115
Advisory Services Network
Georgia
$32.7K 282 -77 -21%
RCM
116
Raleigh Capital Management
North Carolina
$25.9K 223 -4,384 -95%
SPIA
117
Steward Partners Investment Advisory
New York
$25.3K 218 – –
US Bancorp
118
US Bancorp
Minnesota
$23.2K 200 – –
RG
119
Retirement Group
California
$18K 160 -17 -10%
AF
120
Advisornet Financial
Minnesota
$14.5K 125 -1,417 -92%
AWM
121
Accel Wealth Management
Iowa
$13.9K 120 – –
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$10.1K 87 -87 -50%
CIAS
123
Capital Investment Advisory Services
North Carolina
$5.22K 45 – –
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$4.41K 38 +38 New
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$4.18K 36,075 -1,723 -5%
2 3 4
5
6