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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

107 hedge funds and large institutions have $641M invested in SPDR MSCI USA StrategicFactors ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 15 closing their positions.

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
1.85%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
13
Increased
39
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VFM
1
Valley Financial Management
New York
$8.72M
2
CW
2
CreativeOne Wealth
Kansas
$8.19M
3
MFG
3
Merit Financial Group
Georgia
$5.64M
4
SAM
4
Silverhawk Asset Management
Arizona
$5.03M
5
AFM
5
Andesa Financial Management
Pennsylvania
$4.56M

Top Sellers

1
LRWA
1
Long Run Wealth Advisors
New York
$0
2
CAN
2
Cetera Advisor Networks
California
$0
3
Ameriprise
3
Ameriprise
Minnesota
$24.5M
4
LFAS
4
Level Four Advisory Services
Texas
$12.4M
5
ES
5
Eagle Strategies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CG
1
Colony Group
Massachusetts
$113M 1,114,142 +7,501 +0.7%
TWM
2
Tolleson Wealth Management
Texas
$109M 1,069,126 +9,222 +0.9%
LPL Financial
3
LPL Financial
California
$52.5M 517,188 +8,519 +2%
SWA
4
SFMG Wealth Advisors
Texas
$45M 444,206 +17,843 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$33.7M 331,350 +16,072 +5%
SMM
6
Stadion Money Management
Georgia
$25.3M 249,543 -6,200 -2%
Ameriprise
7
Ameriprise
Minnesota
$24.5M 241,270 -25,054 -9%
SMA
8
Sage Mountain Advisors
Georgia
$20M 197,126 +49 +0%
GPWA
9
Great Point Wealth Advisors
Massachusetts
$14.8M 145,342 +2,467 +2%
GWAG
10
Garrett Wealth Advisory Group
Texas
$12.7M 125,196 +14,985 +14%
LFAS
11
Level Four Advisory Services
Texas
$12.4M 122,201 -7,646 -6%
FHB
12
First Hawaiian Bank
Hawaii
$12.1M 118,739 -334 -0.3%
VFM
13
Valley Financial Management
New York
$8.72M 85,897 +85,897 New
CW
14
CreativeOne Wealth
Kansas
$8.19M 80,596 +80,596 New
CA
15
Continuum Advisory
Idaho
$7.64M 75,209 +2,912 +4%
SB
16
Strategic Blueprint
Georgia
$7.64M 75,187 +18,746 +33%
Osaic Holdings
17
Osaic Holdings
Arizona
$7M 68,882 -927 -1%
RFM
18
Royal Fund Management
Florida
$6.95M 68,420 -1,954 -3%
Morgan Stanley
19
Morgan Stanley
New York
$6.84M 67,347 +18,028 +37%
CCM
20
Covington Capital Management
California
$6.23M 61,288 +2,713 +5%
MAM
21
Marotta Asset Management
Virginia
$5.65M 55,620 +4,226 +8%
MFG
22
Merit Financial Group
Georgia
$5.64M 55,479 +50,349 +981%
GAG
23
Goodman Advisory Group
Massachusetts
$5.61M 55,187 -6,150 -10%
AMM
24
American Money Management
California
$5.27M 51,866 +1,560 +3%
SAM
25
Silverhawk Asset Management
Arizona
$5.03M 49,552 +49,552 New
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