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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

161 hedge funds and large institutions have $1.19B invested in SPDR MSCI USA StrategicFactors ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
-1
Holders Change %
-0.62%
% of All Funds
2.19%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
17
Increased
44
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
$63.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$301M
3
ECA
Elevation Capital Advisory
Oregon
$4.49M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$8.18M
5
LPL Financial
LPL Financial
California
$45.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$53.1M
2
Raymond James Financial
Raymond James Financial
Florida
$16.7M
3
AAS
Ameritas Advisory Services
Nebraska
$438K
4
TWM
Tolleson Wealth Management
Texas
$91.6M
5
FHB
First Hawaiian Bank
Hawaii
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RL
101
Retireful LLC
Michigan
$437K +$437K +157 New
PAWA
102
Palo Alto Wealth Advisors
California
$435K -$55.3K -350 -11%
TNA
103
True North Advisors
Texas
$406K +$406K +2,593 New
JSW
104
Journey Strategic Wealth
New Jersey
$395K -$157 -1 -0%
CIAS
105
CFS Investment Advisory Services
New Jersey
$393K – – –
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$393K – – –
Fidelity Investments
107
Fidelity Investments
Massachusetts
$392K +$55.8K +356 +17%
MFG
108
Merit Financial Group
Georgia
$379K -$6.9K -44 -2%
GIA
109
Gladstone Institutional Advisory
Florida
$345K -$133K -848 -28%
PCG
110
Prosperity Consulting Group
Maryland
$341K – – –
IWC
111
Integrated Wealth Concepts
Massachusetts
$322K -$24.6K -157 -7%
VCM
112
Virtue Capital Management
Tennessee
$315K +$315K +2,015 New
GL
113
Graypoint LLC
New York
$311K – – –
WFAG
114
Worth Financial Advisory Group
North Carolina
$308K – – –
Lido Advisors
115
Lido Advisors
California
$298K – – –
LIA
116
Lynx Investment Advisory
District of Columbia
$298K – – –
FFN
117
Focus Financial Network
Minnesota
$289K – – –
Mariner
118
Mariner
Kansas
$286K – – –
CWM
119
Collaborative Wealth Management
Florida
$284K -$125K -795 -31%
CPW
120
Catalyst Private Wealth
California
$282K – – –
B
121
Bailard
California
$277K – – –
NEPWA
122
New England Private Wealth Advisors
Massachusetts
$276K +$8.78K +56 +3%
EF
123
Empowered Funds
Pennsylvania
$275K +$275K +1,771 New
HPC
124
Hobart Private Capital
North Carolina
$274K -$4.23K -27 -2%
BFA
125
Brown Financial Advisory
Alabama
$270K +$270K +1,720 New
3 4
5
6 7