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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

154 hedge funds and large institutions have $1.06B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 18 closing their positions.

Holders
154
Holders Change
-4
Holders Change %
-2.53%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
18
Increased
49
Reduced
57
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$18M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$264M
3
ES
3
Eagle Strategies
New York
$9.4M
4
AG
4
AlTi Global
New York
$3.67M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.57M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
TWM
2
Tolleson Wealth Management
Texas
$107M
3
CW
3
CreativeOne Wealth
Kansas
$9.48M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$52.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$879K
Name Market Value Shares Shares
Change 		Shares
Change %
CIAS
101
CFS Investment Advisory Services
New Jersey
$370K 2,511 – –
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$348K 2,363 +161 +7%
JWCA
103
J.W. Cole Advisors
Florida
$333K 2,260 -298 -12%
WFAG
104
Worth Financial Advisory Group
North Carolina
$324K 2,200 -125 -5%
JSW
105
Journey Strategic Wealth
New Jersey
$304K 2,063 – –
HPC
106
Hobart Private Capital
North Carolina
$297K 2,017 -1,163 -37%
IA
107
IFG Advisory
Georgia
$296K 2,010 +2,010 New
SIAP
108
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$296K 2,010 – –
RIA
109
Realta Investment Advisors
Delaware
$294K 1,992 -273 -12%
GL
110
Graypoint LLC
New York
$293K 1,984 – –
Mariner
111
Mariner
Kansas
$283K 1,921 -50 -3%
Lido Advisors
112
Lido Advisors
California
$280K 1,899 -11 -0.6%
FFN
113
Focus Financial Network
Minnesota
$279K 1,839 +3 +0.2%
LIA
114
Lynx Investment Advisory
District of Columbia
$278K 1,883 +1,883 New
AAS
115
Avantax Advisory Services
Texas
$274K 1,856 +426 +30%
IWC
116
Integrated Wealth Concepts
Massachusetts
$274K 1,855 -22 -1%
CPW
117
Catalyst Private Wealth
California
$266K 1,802 – –
William Blair & Company
118
William Blair & Company
Illinois
$261K 1,772 +1,157 +188%
B
119
Bailard
California
$260K 1,766 – –
CFD
120
Creative Financial Designs
Indiana
$259K 1,756 +259 +17%
NEPWA
121
New England Private Wealth Advisors
Massachusetts
$249K 1,691 +11 +0.7%
VAF
122
Values Added Financial
District of Columbia
$239K 1,621 -13 -0.8%
SFP
123
Strategic Financial Partners
Oregon
$227K 1,539 -85 -5%
FIA
124
Foundations Investment Advisors
Arizona
$226K 1,530 +1,530 New
SFA
125
Sequoia Financial Advisors
Ohio
$215K 1,460 – –
3 4
5
6 7