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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

128 hedge funds and large institutions have $800M invested in SPDR MSCI USA StrategicFactors ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.04%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
12
Increased
42
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$174M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.3M
3
PIA
3
Perennial Investment Advisors
California
$6.35M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$8.03M
5
TF
5
Theory Financial
Colorado
$3.51M

Top Sellers

1
HPC
1
Hobart Private Capital
North Carolina
$5.41M
2
TWM
2
Tolleson Wealth Management
Texas
$100M
3
GAG
3
Goodman Advisory Group
Massachusetts
$9.27M
4
NWM
4
NEIRG Wealth Management
Massachusetts
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$542K
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$254K 2,106 -6,223 -75%
CPW
102
Catalyst Private Wealth
California
$252K 2,089 – –
PTC
103
Private Trust Company
Ohio
$246K 2,039 – –
IWC
104
Integrated Wealth Concepts
Massachusetts
$238K 1,973 – –
RWA
105
Redhawk Wealth Advisors
Minnesota
$238K 1,970 -291 -13%
FFN
106
Focus Financial Network
Minnesota
$236K 1,956 -125 -6%
RJA
107
Raymond James & Associates
Florida
$203K 1,684 – –
NEPWA
108
New England Private Wealth Advisors
Massachusetts
$203K 1,666 +4 +0.2%
FHA
109
First Horizon Advisors
Tennessee
$170K 1,410 +167 +13%
CFD
110
Creative Financial Designs
Indiana
$152K 1,261 +377 +43%
AWM
111
Aspire Wealth Management
Massachusetts
$83.6K 693 – –
William Blair & Company
112
William Blair & Company
Illinois
$74.2K 615 +615 New
CSPIA
113
Cary Street Partners Investment Advisory
Virginia
$65.8K 545 – –
RCM
114
Raleigh Capital Management
North Carolina
$46.7K 387 – –
HI
115
Harbour Investments
Wisconsin
$42.2K 350 – –
AWA
116
Authentikos Wealth Advisory
California
$39.3K 326 +326 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$31.9K 264 -582 -69%
SPIA
118
Steward Partners Investment Advisory
New York
$26.3K 218 – –
US Bancorp
119
US Bancorp
Minnesota
$24.1K 200 – –
CCP
120
Clarkston Capital Partners
Michigan
$22.3K 185 +185 New
BWP
121
Baldwin Wealth Partners
Massachusetts
$21.2K 176 – –
IA
122
IFP Advisors
Florida
$20.8K 172 -671 -80%
RG
123
Retirement Group
California
$15.7K 130 – –
AF
124
Advisornet Financial
Minnesota
$15.1K 125 – –
SIS
125
Sound Income Strategies
Florida
$6.64K 55 – –
2 3 4
5
6