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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

162 hedge funds and large institutions have $1.17B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+9
Holders Change %
+5.88%
% of All Funds
2.16%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
25
Increased
51
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MYIA
1
Mount Yale Investment Advisors
Colorado
$37.3M
2
Raymond James Financial
2
Raymond James Financial
Florida
$22.9M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$291M
4
PRRFG
4
Paul R. Ried Financial Group
Washington
$9.15M
5
HFS
5
Hughes Financial Services
Virginia
$7.28M

Top Sellers

1
TWM
1
Tolleson Wealth Management
Texas
$94.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.4M
3
GM
3
GeoWealth Management
Illinois
$1.16M
4
ECA
4
Elevation Capital Advisory
Oregon
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.43M
Name Market Value Shares Shares
Change 		Shares
Change %
JSW
101
Journey Strategic Wealth
New Jersey
$391K 2,522 – –
CIAS
102
CFS Investment Advisory Services
New Jersey
$389K 2,511 – –
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$388K 2,508 -26 -1%
MFG
104
Merit Financial Group
Georgia
$382K 2,465 +7 +0.3%
Osaic Holdings
105
Osaic Holdings
Arizona
$359K 2,316 +21 +0.9%
BWM
106
BankPlus Wealth Management
Mississippi
$356K 2,299 +2,299 New
JWCA
107
J.W. Cole Advisors
Florida
$344K 2,221 -24 -1%
IWC
108
Integrated Wealth Concepts
Massachusetts
$343K 2,214 -44 -2%
PCG
109
Prosperity Consulting Group
Maryland
$337K 2,178 +41 +2%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$332K 2,145 +132 +7%
Corient Private Wealth
111
Corient Private Wealth
Florida
$316K 2,038 +2,038 New
GL
112
Graypoint LLC
New York
$307K 1,984 – –
WFAG
113
Worth Financial Advisory Group
North Carolina
$305K 1,968 – –
Lido Advisors
114
Lido Advisors
California
$294K 1,899 – –
LIA
115
Lynx Investment Advisory
District of Columbia
$294K 1,899 +16 +0.8%
FFN
116
Focus Financial Network
Minnesota
$285K 1,843 +4 +0.2%
Mariner
117
Mariner
Kansas
$283K 1,826 – –
CPW
118
Catalyst Private Wealth
California
$279K 1,802 – –
HPC
119
Hobart Private Capital
North Carolina
$275K 1,774 -150 -8%
B
120
Bailard
California
$273K 1,766 – –
NEPWA
121
New England Private Wealth Advisors
Massachusetts
$264K 1,706 +15 +0.9%
WIA
122
World Investment Advisors
California
$258K 1,666 +1,666 New
VAF
123
Values Added Financial
District of Columbia
$245K 1,581 -8 -0.5%
VFPW
124
Vantage Financial Partners (Wisconsin)
Wisconsin
$243K 1,567 -547 -26%
IA
125
IFG Advisory
Georgia
$242K 1,560 +1,560 New
3 4
5
6 7