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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

103 hedge funds and large institutions have $675M invested in SPDR MSCI USA StrategicFactors ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.81%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
14
Increased
34
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$111M
2
LPL Financial
2
LPL Financial
California
$58.4M
3
FTUS
3
Flow Traders U.S.
New York
$3.95M
4
SWA
4
SFMG Wealth Advisors
Texas
$47M
5
SB
5
Strategic Blueprint
Georgia
$2.21M

Top Sellers

1
LFAS
1
Level Four Advisory Services
Texas
$18.9M
2
AFM
2
Andesa Financial Management
Pennsylvania
$6.18M
3
SMM
3
Stadion Money Management
Georgia
$30.8M
4
TWM
4
Tolleson Wealth Management
Texas
$126M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
1
Tolleson Wealth Management
Texas
$126M 1,059,687 -18,495 -2%
CG
2
Colony Group
Massachusetts
$111M 927,050 +100,999 +12%
LPL Financial
3
LPL Financial
California
$58.4M 489,852 +34,605 +8%
Ameriprise
4
Ameriprise
Minnesota
$52.4M 439,415 +1,198 +0.3%
SWA
5
SFMG Wealth Advisors
Texas
$47M 393,805 +13,225 +3%
SMM
6
Stadion Money Management
Georgia
$30.8M 258,538 -33,900 -12%
SMA
7
Sage Mountain Advisors
Georgia
$23.9M 200,050 -610 -0.3%
AFG
8
Affinia Financial Group
Massachusetts
$19.6M 156,488 +4,141 +3%
GPWA
9
Great Point Wealth Advisors
Massachusetts
$19.1M 160,096 -2,241 -1%
LFAS
10
Level Four Advisory Services
Texas
$18.9M 158,821 -154,133 -49%
Osaic Holdings
11
Osaic Holdings
Arizona
$14.6M 122,577 -905 -0.7%
FHB
12
First Hawaiian Bank
Hawaii
$14.1M 118,013 +2,809 +2%
FSG
13
Financial Strategies Group
Michigan
$9.54M 80,010 +1,738 +2%
CA
14
Continuum Advisory
Idaho
$9.13M 76,542 +3,696 +5%
RFM
15
Royal Fund Management
Florida
$7.79M 65,275 +5,839 +10%
SPA
16
Sentinel Pension Advisors
Massachusetts
$6.95M 58,235 +2,896 +5%
AMM
17
American Money Management
California
$6.72M 56,343 -1,325 -2%
CCM
18
Covington Capital Management
California
$6.59M 55,213 +3,834 +7%
Morgan Stanley
19
Morgan Stanley
New York
$6.25M 52,421 -814 -2%
AFM
20
Andesa Financial Management
Pennsylvania
$6.18M 51,833 -47,079 -48%
GWAG
21
Garrett Wealth Advisory Group
Texas
$5.33M 44,661 +2,609 +6%
MAM
22
Marotta Asset Management
Virginia
$5.3M 44,424 -236 -0.5%
OWA
23
Outlook Wealth Advisors
Texas
$4.95M 41,480 -532 -1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.3M 36,056 +1,091 +3%
FTUS
25
Flow Traders U.S.
New York
$3.95M 33,124 +33,124 New
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