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State Street SPDR MSCI USA StrategicFactors ETF
QUS

158 hedge funds and large institutions have $1.06B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $907M → $1.06B (+$151M)

8% more funds holding

Funds holding: 146 → 158 (+12)

1.02% less ownership

Funds ownership: 82.47% → 81.46% (-1%)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

20% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 56

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.28%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
22
Increased
45
Reduced
56
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$40.6M
2
MYIA
Mount Yale Investment Advisors
Colorado
+$28.3M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$18.9M
4
Morgan Stanley
Morgan Stanley
New York
+$8.88M
5
PIA
Perennial Investment Advisors
California
+$7.6M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$28.5M
2
ES
Eagle Strategies
New York
-$10.2M
3
Ameriprise
Ameriprise
Minnesota
-$6.1M
4
HPC
Hobart Private Capital
North Carolina
-$5.22M
5
TWM
Tolleson Wealth Management
Texas
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
101
CFS Investment Advisory Services
New Jersey
$366K – – –
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$366K -$95.8K -692 -22%
CWM
103
Collaborative Wealth Management
Florida
$360K -$20.2K -146 -6%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$345K -$451K -3,256 -58%
WFAG
105
Worth Financial Advisory Group
North Carolina
$339K – – –
BCI
106
Brinker Capital Investments
Pennsylvania
$335K +$3.6K +26 +1%
OPS
107
Orion Portfolio Solutions
Nebraska
$335K +$3.6K +26 +1%
RIA
108
Realta Investment Advisors
Delaware
$330K -$8.45K -61 -3%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$321K +$3.05K +22 +1%
JSW
110
Journey Strategic Wealth
New Jersey
$300K +$286K +2,063 New
CAM
111
Cresset Asset Management
Illinois
$297K +$283K +2,041 New
SIAP
112
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$293K +$278K +2,010 New
GL
113
Graypoint LLC
New York
$289K -$71.3K -515 -21%
Mariner
114
Mariner
Kansas
$287K -$295K -2,131 -52%
Lido Advisors
115
Lido Advisors
California
$278K +$264K +1,910 New
RWA
116
Redhawk Wealth Advisors
Minnesota
$275K +$11.1K +80 +4%
IWC
117
Integrated Wealth Concepts
Massachusetts
$273K -$6.64K -48 -2%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$271K -$517K -3,732 -67%
CPW
119
Catalyst Private Wealth
California
$262K – – –
BRWA
120
B. Riley Wealth Advisors
Florida
$262K +$63.8K +461 +27%
B
121
Bailard
California
$257K +$244K +1,766 New
FFN
122
Focus Financial Network
Minnesota
$255K -$12.5K -90 -5%
NEPWA
123
New England Private Wealth Advisors
Massachusetts
$244K – – –
VAF
124
Values Added Financial
District of Columbia
$238K – – –
SFP
125
Strategic Financial Partners
Oregon
$237K – – –
3 4
5
6 7

QUS Hedge Fund Activity: Q1 2024 in Review

158 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q1 2024, worth a combined $1.06B — up 17% from $907M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new QUS positions and 9 closed out — a net gain of 13 holders — while 45 added to existing stakes and 56 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $40.6M. The largest seller was LPL Financial, cutting an estimated $28.5M.

  • 158 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q1 2024, up from 146 in Q4 2023.
  • Funds reported $1.06B of State Street SPDR MSCI USA StrategicFactors ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 22 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q1 2024 and 9 closed out, a net change of +13 holders.
  • The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q1 2024 was Private Advisor Group, an estimated $40.6M added.
  • The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q1 2024 was LPL Financial, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2024.