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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 %
HPC
126
Hobart Private Capital
North Carolina
$285K – – –
BFA
127
Brown Financial Advisory
Alabama
$281K – – –
CHAM
128
Clear Harbor Asset Management
Connecticut
$263K +$263K +1,612 New
CIC
129
Carnegie Investment Counsel
Ohio
$261K +$261K +1,601 New
VAF
130
Values Added Financial
District of Columbia
$258K – – –
IA
131
IFG Advisory
Georgia
$254K – – –
FHA
132
First Horizon Advisors
Tennessee
$234K +$16.1K +99 +7%
VA
133
Valmark Advisers
Ohio
$233K – – –
MF
134
Montis Financial
Massachusetts
$230K – – –
BRWA
135
B. Riley Wealth Advisors
Florida
$226K +$226K +1,386 New
YIA
136
YHB Investment Advisors
Connecticut
$213K +$213K +1,308 New
JWBC
137
John W. Brooker & Co
California
$213K -$1.46M -8,893 -87%
SXL
138
Summit X LLC
Missouri
$212K – – –
GIA
139
Gladstone Institutional Advisory
Florida
$209K -$151K -924 -42%
SFA
140
Sequoia Financial Advisors
Ohio
$207K -$30.7K -188 -13%
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$205K +$123K +757 +151%
William Blair & Company
142
William Blair & Company
Illinois
$204K +$15.3K +94 +8%
IA
143
IFP Advisors
Florida
$198K +$18.9K +116 +11%
GRP
144
Global Retirement Partners
California
$170K +$170K +1,043 New
Comerica Bank
145
Comerica Bank
Texas
$165K – – –
CFD
146
Creative Financial Designs
Indiana
$152K -$29.8K -183 -16%
GWM
147
Geneos Wealth Management
Colorado
$142K -$3.28M -20,104 -96%
AWM
148
AE Wealth Management
Kansas
$92.1K +$25.6K +157 +38%
PS
149
Principal Securities
Iowa
$89.7K -$652 -4 -0.7%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$73K – – –
4 5
6
7 8