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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

119 hedge funds and large institutions have $808M invested in SPDR MSCI USA StrategicFactors ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
+16
Holders Change %
+15.53%
% of All Funds
1.84%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.2%
New
27
Increased
31
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$146M
2
JCA
2
January Capital Advisors
California
$17.4M
3
GAG
3
Goodman Advisory Group
Massachusetts
$13.7M
4
FEG
4
Financial Enhancement Group
Indiana
$7.44M
5
LPL Financial
5
LPL Financial
California
$68.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$51.4M
2
TWM
2
Tolleson Wealth Management
Texas
$134M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
AFM
4
Andesa Financial Management
Pennsylvania
$3.46M
5
CAAS
5
Capital Asset Advisory Services
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CG
1
Colony Group
Massachusetts
$146M 1,120,788 +193,738 +21%
TWM
2
Tolleson Wealth Management
Texas
$134M 1,029,095 -30,592 -3%
LPL Financial
3
LPL Financial
California
$68.6M 524,943 +35,091 +7%
SWA
4
SFMG Wealth Advisors
Texas
$54.6M 417,707 +23,902 +6%
Ameriprise
5
Ameriprise
Minnesota
$51.4M 393,615 -45,800 -10%
SMM
6
Stadion Money Management
Georgia
$34.5M 263,843 +5,305 +2%
SMA
7
Sage Mountain Advisors
Georgia
$25.9M 198,398 -1,652 -0.8%
GPWA
8
Great Point Wealth Advisors
Massachusetts
$20.4M 156,382 -3,714 -2%
LFAS
9
Level Four Advisory Services
Texas
$19.9M 152,531 -6,290 -4%
AFG
10
Affinia Financial Group
Massachusetts
$19.2M 153,016 -3,472 -2%
JCA
11
January Capital Advisors
California
$17.4M 133,109 +133,109 New
FHB
12
First Hawaiian Bank
Hawaii
$15.2M 116,281 -1,732 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$14.8M 113,395 -9,182 -7%
GAG
14
Goodman Advisory Group
Massachusetts
$13.7M 104,739 +104,739 New
FSG
15
Financial Strategies Group
Michigan
$10.6M 81,451 +1,441 +2%
CA
16
Continuum Advisory
Idaho
$9.87M 75,569 -973 -1%
GWAG
17
Garrett Wealth Advisory Group
Texas
$9.35M 71,548 +26,887 +60%
RFM
18
Royal Fund Management
Florida
$8.81M 67,464 +2,189 +3%
SPA
19
Sentinel Pension Advisors
Massachusetts
$7.6M 58,164 -71 -0.1%
FEG
20
Financial Enhancement Group
Indiana
$7.44M 56,956 +56,956 New
CCM
21
Covington Capital Management
California
$7.43M 56,912 +1,699 +3%
AMM
22
American Money Management
California
$6.96M 53,322 -3,021 -5%
Morgan Stanley
23
Morgan Stanley
New York
$6.45M 49,405 -3,016 -6%
MAM
24
Marotta Asset Management
Virginia
$5.66M 43,299 -1,125 -3%
OWA
25
Outlook Wealth Advisors
Texas
$5.33M 40,793 -687 -2%
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