State Street SPDR MSCI USA StrategicFactors ETF
111 hedge funds and large institutions have $646M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 14 closing their positions.
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
0.08% more ownership
Funds ownership: 79.3% → 79.38% (+0.08%)
4% less funds holding
Funds holding: 116 → 111 (-5)
14% less capital invested
Capital invested by funds: $753M → $646M (-$107M)
18% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 45
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.24M |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$3.57M |
| 3 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$3.42M |
| 4 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
+$2.6M |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$8.52M |
| 2 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
-$4.3M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$2.99M |
| 4 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
-$2.53M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2M |
QUS Hedge Fund Activity: Q2 2022 in Review
111 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q2 2022, worth a combined $646M — down 14% from $753M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of QUS and 9 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 37 added.
The largest buyer was Envestnet Asset Management, adding an estimated $4.24M. The largest seller was Win Advisors, exiting entirely with an estimated $8.52M sold.
- 111 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q2 2022, down from 116 in Q1 2022.
- Funds reported $646M of State Street SPDR MSCI USA StrategicFactors ETF stock for Q2 2022, down 14% quarter-over-quarter.
- 9 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q2 2022 and 14 closed out, a net change of -5 holders.
- The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $4.24M added.
- The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q2 2022 was Win Advisors, an estimated $8.52M sold.
Based on aggregated 13F filings for Q2 2022.