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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

55 hedge funds and large institutions have $200M invested in SPDR MSCI USA StrategicFactors ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
1.2%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
12
Increased
26
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$38.7M
2
JWM
2
Jackson Wealth Management
Florida
$16.3M
3
BFG
3
Barber Financial Group
Kansas
$11.4M
4
FHB
4
First Hawaiian Bank
Hawaii
$7.53M
5
SI
5
SimpliFi Inc
California
$18M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$17K
3
OCM
3
Oakwood Capital Management
California
$337K
4
CA
4
Continuum Advisory
Idaho
$6.1M
5
RJA
5
Raymond James & Associates
Florida
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$38.7M 449,091 +449,091 New
SI
2
SimpliFi Inc
California
$18M 209,415 +52,454 +33%
JWM
3
Jackson Wealth Management
Florida
$16.3M 185,569 +185,569 New
SMM
4
Stadion Money Management
Georgia
$13.4M 155,688 +2,200 +1%
BFG
5
Barber Financial Group
Kansas
$11.4M 132,493 +132,493 New
RJA
6
Raymond James & Associates
Florida
$10.1M 117,273 -3,297 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.44M 109,557 +10,099 +10%
FI
8
Financial Insights
Washington
$9.06M 105,638 +1,287 +1%
FHB
9
First Hawaiian Bank
Hawaii
$7.53M 87,412 +87,412 New
SCA
10
Snowden Capital Advisors
New York
$6.78M 78,743 +8,613 +12%
CA
11
Continuum Advisory
Idaho
$6.1M 70,325 -3,419 -5%
OWA
12
Outlook Wealth Advisors
Texas
$5.65M 65,580 +2,842 +5%
AMM
13
American Money Management
California
$4.52M 52,494 +275 +0.5%
PGA
14
Premia Global Advisors
Florida
$3.7M 42,913 +42,913 New
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
– – – –
Jane Street
16
Jane Street
New York
$3.57M 41,422 +35,085 +554%
SEIA
17
Signature Estate & Investment Advisors
California
$3.23M 37,454 +3,201 +9%
RFM
18
Royal Fund Management
Florida
$3.18M 36,969 +2,129 +6%
LPL Financial
19
LPL Financial
California
$3.15M 36,622 +10,679 +41%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.03M 35,199 +8,964 +34%
SAM
21
Stringer Asset Management
Tennessee
$2.05M 23,764 -1,998 -8%
SSWM
22
Sheets Smith Wealth Management
North Carolina
$1.84M 21,325 -951 -4%
GM
23
GeoWealth Management
Illinois
$1.48M 17,205 +17,205 New
MA
24
Mutual Advisors
Nebraska
$1.34M 15,519 +420 +3%
UCFA
25
United Capital Financial Advisors
Texas
$1.14M 13,282 +2,234 +20%
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