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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

117 hedge funds and large institutions have $753M invested in SPDR MSCI USA StrategicFactors ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 12 closing their positions.

Holders
117
Holders Change
-2
Holders Change %
-1.68%
% of All Funds
1.85%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
12
Increased
34
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.7M
2
WA
2
Win Advisors
Florida
$8.52M
3
IA
3
IFP Advisors
Florida
$2.6M
4
GWAG
4
Garrett Wealth Advisory Group
Texas
$10.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2M

Top Sellers

1
AFG
1
Affinia Financial Group
Massachusetts
$561K
2
Ameriprise
2
Ameriprise
Minnesota
$34.3M
3
FSG
3
Financial Strategies Group
Michigan
$0
4
JCA
4
January Capital Advisors
California
$4.56M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
1
Colony Group
Massachusetts
$137M 1,101,470 -19,318 -2%
TWM
2
Tolleson Wealth Management
Texas
$128M 1,030,290 +1,195 +0.1%
LPL Financial
3
LPL Financial
California
$64.7M 519,441 -5,502 -1%
SWA
4
SFMG Wealth Advisors
Texas
$53.7M 430,835 +13,128 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.7M 278,522 +267,230 +2,367%
Ameriprise
6
Ameriprise
Minnesota
$34.3M 275,440 -118,175 -30%
SMM
7
Stadion Money Management
Georgia
$32.9M 263,743 -100 -0%
SMA
8
Sage Mountain Advisors
Georgia
$24.6M 197,077 -1,321 -0.7%
GPWA
9
Great Point Wealth Advisors
Massachusetts
$17.9M 143,837 -12,545 -8%
LFAS
10
Level Four Advisory Services
Texas
$17.1M 137,369 -15,162 -10%
FHB
11
First Hawaiian Bank
Hawaii
$14.8M 118,437 +2,156 +2%
GAG
12
Goodman Advisory Group
Massachusetts
$12.3M 98,585 -6,154 -6%
GWAG
13
Garrett Wealth Advisory Group
Texas
$10.9M 87,674 +16,126 +23%
Osaic Holdings
14
Osaic Holdings
Arizona
$9.8M 78,673 -34,722 -31%
RFM
15
Royal Fund Management
Florida
$8.78M 70,500 +3,036 +5%
WA
16
Win Advisors
Florida
$8.52M 68,414 +68,414 New
CA
17
Continuum Advisory
Idaho
$8.28M 71,309 -4,260 -6%
CCM
18
Covington Capital Management
California
$7.35M 59,002 +2,090 +4%
SPA
19
Sentinel Pension Advisors
Massachusetts
$7.26M 58,259 +95 +0.2%
FEG
20
Financial Enhancement Group
Indiana
$6.58M 52,780 -4,176 -7%
AMM
21
American Money Management
California
$6.45M 51,737 -1,585 -3%
MAM
22
Marotta Asset Management
Virginia
$5.49M 44,081 +782 +2%
OWA
23
Outlook Wealth Advisors
Texas
$5.01M 40,229 -564 -1%
Morgan Stanley
24
Morgan Stanley
New York
$4.99M 40,034 -9,371 -19%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.74M 38,078 +1,459 +4%
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