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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 %
SFA
126
Sequoia Financial Advisors
Ohio
$226K 1,460 – –
MF
127
Montis Financial
Massachusetts
$218K 1,409 – –
CFD
128
Creative Financial Designs
Indiana
$218K 1,405 -75 -5%
BRWA
129
B. Riley Wealth Advisors
Florida
$217K 1,402 -36 -3%
Northern Trust
130
Northern Trust
Illinois
$216K 1,396 – –
VA
131
Valmark Advisers
Ohio
$207K 1,340 – –
FHA
132
First Horizon Advisors
Tennessee
$207K 1,336 – –
SXL
133
Summit X LLC
Missouri
$201K 1,300 +1,300 New
EWA
134
EverSource Wealth Advisors
Alabama
$195K 1,258 +1,258 New
IA
135
IFP Advisors
Florida
$190K 1,225 -57 -4%
TFM
136
TFC Financial Management
Massachusetts
$185K 1,193 – –
William Blair & Company
137
William Blair & Company
Illinois
$179K 1,157 – –
GRP
138
Global Retirement Partners
California
$162K 1,043 +1,043 New
Comerica Bank
139
Comerica Bank
Texas
$156K 1,009 – –
TRCT
140
Tower Research Capital (TRC)
New York
$123K 796 -742 -48%
PS
141
Principal Securities
Iowa
$85.8K 554 – –
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$77.4K 500 +462 +1,216%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$70K 450 – –
BHWM
144
Beaird Harris Wealth Management
Texas
$64.7K 418 – –
HI
145
Harbour Investments
Wisconsin
$54.2K 350 +100 +40%
Citigroup
146
Citigroup
New York
$41.8K 270 +270 New
SPIA
147
Steward Partners Investment Advisory
New York
$33.8K 218 – –
PWM
148
Parkworth Wealth Management
California
$30K 194 +194 New
WTFG
149
Wood Tarver Financial Group
Idaho
$25K 164 +164 New
ANBT
150
American National Bank & Trust
Texas
$24.8K 160 – –
4 5
6
7 8