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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

96 hedge funds and large institutions have $608M invested in SPDR MSCI USA StrategicFactors ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
1.7%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.27%
New
20
Increased
28
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMA
1
Sage Mountain Advisors
Georgia
$21.5M
2
TWM
2
Tolleson Wealth Management
Texas
$105M
3
Ameriprise
3
Ameriprise
Minnesota
$41.4M
4
CG
4
Colony Group
Massachusetts
$71.3M
5
GPWA
5
Great Point Wealth Advisors
Massachusetts
$19.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$84.3M
2
RJA
2
Raymond James & Associates
Florida
$339K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
LFAS
4
Level Four Advisory Services
Texas
$29.7M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.18M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
1
Tolleson Wealth Management
Texas
$105M 1,003,695 +143,280 +17%
LPL Financial
2
LPL Financial
California
$84.3M 806,565 -107,363 -12%
CG
3
Colony Group
Massachusetts
$71.3M 682,102 +71,164 +12%
Ameriprise
4
Ameriprise
Minnesota
$41.4M 395,974 +92,053 +30%
SMM
5
Stadion Money Management
Georgia
$31.6M 302,921 -4,233 -1%
SWA
6
SFMG Wealth Advisors
Texas
$30.3M 290,312 +5,268 +2%
LFAS
7
Level Four Advisory Services
Texas
$29.7M 284,581 -34,598 -11%
SMA
8
Sage Mountain Advisors
Georgia
$21.5M 206,016 +206,016 New
GPWA
9
Great Point Wealth Advisors
Massachusetts
$19.1M 182,365 +61,384 +51%
AFG
10
Affinia Financial Group
Massachusetts
$15M 143,210 +2,894 +2%
FHB
11
First Hawaiian Bank
Hawaii
$12.1M 115,651 -214 -0.2%
Osaic Holdings
12
Osaic Holdings
Arizona
$10.8M 103,781 -5,448 -5%
FI
13
Financial Insights
Washington
$10.5M 100,693 -5,341 -5%
FSG
14
Financial Strategies Group
Michigan
$7.6M 72,728 +3,595 +5%
CA
15
Continuum Advisory
Idaho
$7.5M 71,752 +555 +0.8%
AMM
16
American Money Management
California
$7.11M 68,050 +12,181 +22%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.43M 61,529 +4,383 +8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.88M 56,240 -882 -2%
SPA
19
Sentinel Pension Advisors
Massachusetts
$5.15M 49,288 +2,018 +4%
RFM
20
Royal Fund Management
Florida
$5.09M 48,693 +1,617 +3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.93M 47,211 -2,611 -5%
AFM
22
Andesa Financial Management
Pennsylvania
$4.59M 43,897 -29,499 -40%
OWA
23
Outlook Wealth Advisors
Texas
$4.59M 43,903 -998 -2%
MAM
24
Marotta Asset Management
Virginia
$4.5M 43,061 -1,652 -4%
GWAG
25
Garrett Wealth Advisory Group
Texas
$4.12M 39,474 +4,217 +12%
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