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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

111 hedge funds and large institutions have $646M invested in SPDR MSCI USA StrategicFactors ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
1.88%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.2%
New
8
Increased
37
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.1M
2
SB
2
Strategic Blueprint
Georgia
$6.1M
3
TWM
3
Tolleson Wealth Management
Texas
$115M
4
GWAG
4
Garrett Wealth Advisory Group
Texas
$11.9M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$2.03M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$333K
2
1IA
2
1620 Investment Advisors
Massachusetts
$239K
3
WA
3
Win Advisors
Florida
$0
4
GAG
4
Goodman Advisory Group
Massachusetts
$6.63M
5
FEG
5
Financial Enhancement Group
Indiana
$2.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
1
Colony Group
Massachusetts
$120M 1,106,641 +5,171 +0.5%
TWM
2
Tolleson Wealth Management
Texas
$115M 1,059,904 +29,614 +3%
LPL Financial
3
LPL Financial
California
$55M 508,669 -10,772 -2%
SWA
4
SFMG Wealth Advisors
Texas
$46.1M 426,363 -4,472 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.1M 315,278 +36,756 +13%
Ameriprise
6
Ameriprise
Minnesota
$28.8M 266,324 -9,116 -3%
SMM
7
Stadion Money Management
Georgia
$27.6M 255,743 -8,000 -3%
SMA
8
Sage Mountain Advisors
Georgia
$21.3M 197,077 – –
GPWA
9
Great Point Wealth Advisors
Massachusetts
$15.4M 142,875 -962 -0.7%
LFAS
10
Level Four Advisory Services
Texas
$14M 129,847 -7,522 -5%
FHB
11
First Hawaiian Bank
Hawaii
$12.9M 119,073 +636 +0.5%
GWAG
12
Garrett Wealth Advisory Group
Texas
$11.9M 110,211 +22,537 +26%
CA
13
Continuum Advisory
Idaho
$7.81M 72,297 +988 +1%
RFM
14
Royal Fund Management
Florida
$7.6M 70,374 -126 -0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$7.54M 69,809 -8,864 -11%
GAG
16
Goodman Advisory Group
Massachusetts
$6.63M 61,337 -37,248 -38%
CCM
17
Covington Capital Management
California
$6.33M 58,575 -427 -0.7%
SB
18
Strategic Blueprint
Georgia
$6.1M 56,441 +30,905 +121%
MAM
19
Marotta Asset Management
Virginia
$5.6M 51,394 +7,313 +17%
AMM
20
American Money Management
California
$5.44M 50,306 -1,431 -3%
Morgan Stanley
21
Morgan Stanley
New York
$5.33M 49,319 +9,285 +23%
JCA
22
January Capital Advisors
California
$4.56M 42,172 -41 -0.1%
OWA
23
Outlook Wealth Advisors
Texas
$4.14M 38,279 -1,950 -5%
SPA
24
Sentinel Pension Advisors
Massachusetts
$3.93M 36,384 -21,875 -38%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.77M 34,927 -3,151 -8%
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