QUS icon

SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

153 hedge funds and large institutions have $1.13B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 61 reducing their positions, and 17 closing their positions.

Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
17
Increased
39
Reduced
61
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$22.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65.7M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$6.15M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.94M
5
ECA
5
Elevation Capital Advisory
Oregon
$4.25M

Top Sellers

1
MYIA
1
Mount Yale Investment Advisors
Colorado
$0
2
Cerity Partners
2
Cerity Partners
New York
$4.09M
3
TWM
3
Tolleson Wealth Management
Texas
$107M
4
RFM
4
Royal Fund Management
Florida
$1.12M
5
Morgan Stanley
5
Morgan Stanley
New York
$38.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$387K 2,455 +92 +4%
Osaic Holdings
102
Osaic Holdings
Arizona
$362K 2,295 -3,666 -61%
IWC
103
Integrated Wealth Concepts
Massachusetts
$356K 2,258 +403 +22%
JWCA
104
J.W. Cole Advisors
Florida
$354K 2,245 -15 -0.7%
AF
105
Apollon Financial
South Carolina
$343K 2,180 +2,180 New
PCG
106
Prosperity Consulting Group
Maryland
$337K 2,137 +2,137 New
VFPW
107
Vantage Financial Partners (Wisconsin)
Wisconsin
$333K 2,114 -1,079 -34%
CAM
108
Cresset Asset Management
Illinois
$322K 2,043 +2,043 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$317K 2,013 +734 +57%
GL
110
Graypoint LLC
New York
$313K 1,984 – –
WFAG
111
Worth Financial Advisory Group
North Carolina
$310K 1,968 -232 -11%
HPC
112
Hobart Private Capital
North Carolina
$303K 1,924 -93 -5%
Lido Advisors
113
Lido Advisors
California
$299K 1,899 – –
LIA
114
Lynx Investment Advisory
District of Columbia
$297K 1,883 – –
FFN
115
Focus Financial Network
Minnesota
$290K 1,839 – –
Mariner
116
Mariner
Kansas
$288K 1,826 -95 -5%
CPW
117
Catalyst Private Wealth
California
$284K 1,802 – –
B
118
Bailard
California
$278K 1,766 – –
NEPWA
119
New England Private Wealth Advisors
Massachusetts
$266K 1,691 – –
VAF
120
Values Added Financial
District of Columbia
$250K 1,589 -32 -2%
TRCT
121
Tower Research Capital (TRC)
New York
$242K 1,538 -1,884 -55%
CFD
122
Creative Financial Designs
Indiana
$233K 1,480 -276 -16%
SFA
123
Sequoia Financial Advisors
Ohio
$230K 1,460 – –
BRWA
124
B. Riley Wealth Advisors
Florida
$226K 1,438 -18 -1%
MF
125
Montis Financial
Massachusetts
$222K 1,409 – –
3 4
5
6 7