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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

154 hedge funds and large institutions have $1.06B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 18 closing their positions.

Holders
154
Holders Change
-4
Holders Change %
-2.53%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
18
Increased
49
Reduced
57
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$18M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$264M
3
ES
3
Eagle Strategies
New York
$9.4M
4
AG
4
AlTi Global
New York
$3.67M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.57M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
TWM
2
Tolleson Wealth Management
Texas
$107M
3
CW
3
CreativeOne Wealth
Kansas
$9.48M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$52.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$879K
Name Market Value Shares Shares
Change 		Shares
Change %
CIAS
151
Capital Investment Advisory Services
North Carolina
$14.5K 98 – –
GRP
152
Global Retirement Partners
California
$13.9K 94 – –
AssetMark Inc
153
AssetMark Inc
California
$8.99K 61 +61 New
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$5.6K 38 – –
FFA
155
Farther Finance Advisors
California
$192 1 +1 New
Wells Fargo
156
Wells Fargo
California
– – -1 Closed
SMM
157
Stadion Money Management
Georgia
– – -189,657 Closed
SOS
158
Silver Oak Securities
Tennessee
– – -17,057 Closed
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
– – -16,228 Closed
MML Investors Services
160
MML Investors Services
Massachusetts
– – -6,505 Closed
Goldman Sachs
161
Goldman Sachs
New York
– – -6,214 Closed
RL
162
Retireful LLC
Michigan
– – -4,365 Closed
Fayez Sarofim & Co
163
Fayez Sarofim & Co
Texas
– – -3,946 Closed
BFAG
164
Blackston Financial Advisory Group
Florida
– – -3,861 Closed
BCI
165
Brinker Capital Investments
Pennsylvania
– – -2,301 Closed
OPS
166
Orion Portfolio Solutions
Nebraska
– – -2,301 Closed
CAM
167
Cresset Asset Management
Illinois
– – -2,041 Closed
RWA
168
Redhawk Wealth Advisors
Minnesota
– – -1,885 Closed
YIA
169
YHB Investment Advisors
Connecticut
– – -1,513 Closed
LRWA
170
Long Run Wealth Advisors
New York
– – -1,500 Closed
AWS
171
Atria Wealth Solutions
New York
– – -1,413 Closed
SAF
172
Smith Anglin Financial
Texas
– – -1,412 Closed
MAM
173
MMA Asset Management
Pennsylvania
– – -168 Closed
GI
174
Gradient Investments
Minnesota
– – – –
3 4 5 6
7