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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

94 hedge funds and large institutions have $528M invested in SPDR MSCI USA StrategicFactors ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
94
Holders Change
-3
Holders Change %
-3.09%
% of All Funds
1.9%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
9
Increased
31
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$57.8M
2
FI
2
Financial Insights
Washington
$10M
3
AFM
3
Andesa Financial Management
Pennsylvania
$6.95M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.72M
5
LPL Financial
5
LPL Financial
California
$86.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$28.8M
2
SI
2
SimpliFi Inc
California
$0
3
Bank of America
3
Bank of America
North Carolina
$3.72M
4
AWM
4
AE Wealth Management
Kansas
$230K
5
SS
5
Simplicity Solutions
Minnesota
$224K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$86.5M 913,928 +18,273 +2%
TWM
2
Tolleson Wealth Management
Texas
$81.4M 860,415 +17,490 +2%
CG
3
Colony Group
Massachusetts
$57.8M 610,938 +610,938 New
LFAS
4
Level Four Advisory Services
Texas
$30.2M 319,179 +6,324 +2%
SMM
5
Stadion Money Management
Georgia
$29.1M 307,154 +7,013 +2%
Ameriprise
6
Ameriprise
Minnesota
$28.8M 303,921 -369,232 -55%
SWA
7
SFMG Wealth Advisors
Texas
$27M 285,044 -3,026 -1%
AFG
8
Affinia Financial Group
Massachusetts
$13.3M 140,316 +6,753 +5%
FHB
9
First Hawaiian Bank
Hawaii
$11M 115,865 +1,296 +1%
GPWA
10
Great Point Wealth Advisors
Massachusetts
$10.7M 120,981 – –
Osaic Holdings
11
Osaic Holdings
Arizona
$10.3M 109,229 +8,572 +9%
FI
12
Financial Insights
Washington
$10M 106,034 +67,096 +172%
RJA
13
Raymond James & Associates
Florida
$8.86M 93,658 -36,792 -28%
AFM
14
Andesa Financial Management
Pennsylvania
$6.95M 73,396 +45,252 +161%
CA
15
Continuum Advisory
Idaho
$6.76M 71,197 +328 +0.5%
FSG
16
Financial Strategies Group
Michigan
$6.54M 69,133 -115 -0.2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.36M 67,183 -46,741 -41%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.05M 63,922 -4,964 -7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.41M 57,146 +562 +1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.41M 57,122 -3,687 -6%
AMM
21
American Money Management
California
$5.29M 55,869 +2,270 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.72M 49,822 +33,670 +208%
SPA
23
Sentinel Pension Advisors
Massachusetts
$4.47M 47,270 +4,593 +11%
RFM
24
Royal Fund Management
Florida
$4.45M 47,076 +4,479 +11%
OWA
25
Outlook Wealth Advisors
Texas
$4.25M 44,901 -3,102 -6%
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