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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

96 hedge funds and large institutions have $682M invested in SPDR MSCI USA StrategicFactors ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
1.68%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
8
Increased
35
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$52.4M
2
CG
2
Colony Group
Massachusetts
$98.7M
3
TWM
3
Tolleson Wealth Management
Texas
$129M
4
CAN
4
Cetera Advisor Networks
California
$3.06M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.36M

Top Sellers

1
GPWA
1
Great Point Wealth Advisors
Massachusetts
$19.4M
2
FI
2
Financial Insights
Washington
$0
3
LPL Financial
3
LPL Financial
California
$54.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.32M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$370K
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
1
Tolleson Wealth Management
Texas
$129M 1,078,182 +61,802 +6%
CG
2
Colony Group
Massachusetts
$98.7M 826,051 +62,053 +8%
LPL Financial
3
LPL Financial
California
$54.4M 455,247 -62,009 -12%
Ameriprise
4
Ameriprise
Minnesota
$52.4M 438,217 +65,315 +18%
SWA
5
SFMG Wealth Advisors
Texas
$45.5M 380,580 -6,522 -2%
LFAS
6
Level Four Advisory Services
Texas
$37.4M 312,954 -4,270 -1%
SMM
7
Stadion Money Management
Georgia
$34.9M 292,438 -10,377 -3%
SMA
8
Sage Mountain Advisors
Georgia
$24M 200,660 -3,861 -2%
GPWA
9
Great Point Wealth Advisors
Massachusetts
$19.4M 162,337 -108,876 -40%
AFG
10
Affinia Financial Group
Massachusetts
$18.7M 152,347 +1,013 +0.7%
Osaic Holdings
11
Osaic Holdings
Arizona
$14.8M 123,482 +9,972 +9%
FHB
12
First Hawaiian Bank
Hawaii
$13.8M 115,204 +670 +0.6%
AFM
13
Andesa Financial Management
Pennsylvania
$11.8M 98,912 +6,612 +7%
FSG
14
Financial Strategies Group
Michigan
$9.35M 78,272 +3,733 +5%
CA
15
Continuum Advisory
Idaho
$8.7M 72,846 -192 -0.3%
RFM
16
Royal Fund Management
Florida
$7.1M 59,436 +5,984 +11%
AMM
17
American Money Management
California
$6.89M 57,668 -8,373 -13%
SPA
18
Sentinel Pension Advisors
Massachusetts
$6.61M 55,339 +4,328 +8%
Morgan Stanley
19
Morgan Stanley
New York
$6.36M 53,235 +17,143 +47%
CCM
20
Covington Capital Management
California
$6.14M 51,379 +4,784 +10%
MAM
21
Marotta Asset Management
Virginia
$5.36M 44,660 +1,136 +3%
GWAG
22
Garrett Wealth Advisory Group
Texas
$5.02M 42,052 +388 +0.9%
OWA
23
Outlook Wealth Advisors
Texas
$5.02M 42,012 -1,001 -2%
Bank of America
24
Bank of America
North Carolina
$4.76M 39,827 -10,138 -20%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.18M 34,965 -6,590 -16%
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