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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

97 hedge funds and large institutions have $540M invested in SPDR MSCI USA StrategicFactors ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
1.99%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
21
Increased
41
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$79.1M
2
AFG
2
Affinia Financial Group
Massachusetts
$11.8M
3
AWM
3
AE Wealth Management
Kansas
$11.1M
4
SS
4
Simplicity Solutions
Minnesota
$11M
5
EH
5
Equitable Holdings
New York
$10.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$59.5M
2
TWM
2
Tolleson Wealth Management
Texas
$74.4M
3
MFG
3
Merit Financial Group
Georgia
$459K
4
LFAS
4
Level Four Advisory Services
Texas
$27.6M
5
AFM
5
Andesa Financial Management
Pennsylvania
$2.48M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$79.1M 895,655 +673,423 +303%
TWM
2
Tolleson Wealth Management
Texas
$74.4M 842,925 -83,890 -9%
Ameriprise
3
Ameriprise
Minnesota
$59.5M 673,153 -304,823 -31%
LFAS
4
Level Four Advisory Services
Texas
$27.6M 312,855 -40,090 -11%
SMM
5
Stadion Money Management
Georgia
$26.5M 300,141 -7,150 -2%
SWA
6
SFMG Wealth Advisors
Texas
$25.4M 288,070 +7,536 +3%
SI
7
SimpliFi Inc
California
$18M 203,674 +5,242 +3%
Bank of America
8
Bank of America
North Carolina
$17.3M 196,180 -9,270 -5%
AFG
9
Affinia Financial Group
Massachusetts
$11.8M 133,563 +133,563 New
RJA
10
Raymond James & Associates
Florida
$11.5M 130,450 +10,072 +8%
AWM
11
AE Wealth Management
Kansas
$11.1M 126,193 +126,193 New
SS
12
Simplicity Solutions
Minnesota
$11M 124,100 +124,100 New
EH
13
Equitable Holdings
New York
$10.8M 956 +956 New
GPWA
14
Great Point Wealth Advisors
Massachusetts
$10.7M 120,981 +30,609 +34%
FHB
15
First Hawaiian Bank
Hawaii
$10.1M 114,569 +12,579 +12%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$10.1M 113,924 +32,641 +40%
Osaic Holdings
17
Osaic Holdings
Arizona
$8.89M 100,657 +19,154 +24%
SCA
18
Snowden Capital Advisors
New York
$8.45M 95,703 -952 -1%
CA
19
Continuum Advisory
Idaho
$6.27M 70,869 +1,500 +2%
FSG
20
Financial Strategies Group
Michigan
$6.12M 69,248 +4,221 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6.08M 68,886 +3,902 +6%
MAM
22
Marotta Asset Management
Virginia
$5.48M 62,106 +4,702 +8%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$5.37M 60,809 +50,994 +520%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$5M 56,584 +17,551 +45%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$4.93M 55,868 -2,665 -5%
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