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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

169 hedge funds and large institutions have $1.33B invested in SPDR MSCI USA StrategicFactors ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+8
Holders Change %
+4.97%
% of All Funds
2.27%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
18
Increased
68
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$31.3M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$11.1M
3
WA
Win Advisors
Florida
+$9.04M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.14M
5
UBS Group
UBS Group
Switzerland
+$5.75M

Top Sellers

1
BIP
Bouvel Investment Partners
Pennsylvania
-$5.83M
2
ECA
Elevation Capital Advisory
Oregon
-$4.49M
3
GWM
Geneos Wealth Management
Colorado
-$3.28M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.99M
5
GAG
Goodman Advisory Group
Massachusetts
-$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
101
NWAM LLC
Washington
$495K +$495K +3,021 New
IAN
102
Integrated Advisors Network
Texas
$482K -$39.8K -244 -8%
PAWA
103
Palo Alto Wealth Advisors
California
$451K +$2.45K +15 +0.5%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$447K +$39.1K +240 +10%
TNA
105
True North Advisors
Texas
$423K – – –
JSW
106
Journey Strategic Wealth
New Jersey
$413K +$2.28K +14 +0.6%
CIAS
107
CFS Investment Advisory Services
New Jersey
$410K – – –
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$409K – – –
PCG
109
Prosperity Consulting Group
Maryland
$382K +$26.8K +164 +8%
TFM
110
TFC Financial Management
Massachusetts
$378K +$183K +1,125 +94%
Envestnet Portfolio Solutions
111
Envestnet Portfolio Solutions
Illinois
$347K -$138K -849 -29%
Mariner
112
Mariner
Kansas
$330K +$32.6K +200 +11%
CWM
113
Collaborative Wealth Management
Florida
$330K +$35.1K +215 +12%
GL
114
Graypoint LLC
New York
$324K – – –
WFAG
115
Worth Financial Advisory Group
North Carolina
$321K +$163 +1 +0.1%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$312K +$312K +1,911 New
LIA
117
Lynx Investment Advisory
District of Columbia
$312K +$1.79K +11 +0.6%
PW
118
PUREfi Wealth
Massachusetts
$311K -$151K -928 -33%
Lido Advisors
119
Lido Advisors
California
$310K – – –
IWC
120
Integrated Wealth Concepts
Massachusetts
$307K -$28.1K -172 -8%
FFN
121
Focus Financial Network
Minnesota
$298K -$2.61K -16 -0.9%
NEPWA
122
New England Private Wealth Advisors
Massachusetts
$296K +$7.22K +44 +2%
CPW
123
Catalyst Private Wealth
California
$294K – – –
JWCA
124
J.W. Cole Advisors
Florida
$291K +$291K +1,785 New
B
125
Bailard
California
$288K – – –
3 4
5
6 7