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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

125 hedge funds and large institutions have $708M invested in SPDR MSCI USA StrategicFactors ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 55 reducing their positions, and 6 closing their positions.

Holders
125
Holders Change
+18
Holders Change %
+16.82%
% of All Funds
2.02%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
27
Increased
26
Reduced
55
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ES
1
Eagle Strategies
New York
$14.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$7.32M
3
Cerity Partners
3
Cerity Partners
New York
$6.98M
4
CG
4
Colony Group
Massachusetts
$129M
5
Bank of America
5
Bank of America
North Carolina
$8.3M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$277K
2
TWM
2
Tolleson Wealth Management
Texas
$114M
3
VFM
3
Valley Financial Management
New York
$6.38M
4
Ameriprise
4
Ameriprise
Minnesota
$23.8M
5
FEG
5
Financial Enhancement Group
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CG
1
Colony Group
Massachusetts
$129M 1,165,425 +51,283 +5%
TWM
2
Tolleson Wealth Management
Texas
$114M 1,030,453 -38,673 -4%
LPL Financial
3
LPL Financial
California
$56.5M 512,097 -5,091 -1%
SWA
4
SFMG Wealth Advisors
Texas
$50.1M 454,135 +9,929 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.4M 311,811 -19,539 -6%
SMM
6
Stadion Money Management
Georgia
$26.9M 243,914 -5,629 -2%
Ameriprise
7
Ameriprise
Minnesota
$23.8M 216,036 -25,234 -10%
SMA
8
Sage Mountain Advisors
Georgia
$21.5M 194,534 -2,592 -1%
ES
9
Eagle Strategies
New York
$14.4M 130,897 +130,897 New
GWAG
10
Garrett Wealth Advisory Group
Texas
$14.4M 130,585 +5,389 +4%
GPWA
11
Great Point Wealth Advisors
Massachusetts
$14.1M 128,230 -17,112 -12%
FHB
12
First Hawaiian Bank
Hawaii
$13M 118,264 -475 -0.4%
LFAS
13
Level Four Advisory Services
Texas
$12.9M 116,968 -5,233 -4%
SB
14
Strategic Blueprint
Georgia
$9.83M 89,133 +13,946 +19%
Morgan Stanley
15
Morgan Stanley
New York
$9.32M 84,477 +17,130 +25%
CW
16
CreativeOne Wealth
Kansas
$8.52M 77,263 -3,333 -4%
CA
17
Continuum Advisory
Idaho
$8.36M 75,818 +609 +0.8%
Bank of America
18
Bank of America
North Carolina
$8.3M 75,277 +44,021 +141%
HighTower Advisors
19
HighTower Advisors
Illinois
$7.32M 66,357 +66,357 New
Cerity Partners
20
Cerity Partners
New York
$6.98M 63,284 +63,284 New
RFM
21
Royal Fund Management
Florida
$6.53M 59,210 -9,210 -13%
GAG
22
Goodman Advisory Group
Massachusetts
$6.53M 59,163 +3,976 +7%
MAM
23
Marotta Asset Management
Virginia
$6.41M 58,098 +2,478 +4%
VFM
24
Valley Financial Management
New York
$6.38M 57,801 -28,096 -33%
AMM
25
American Money Management
California
$5.9M 53,500 +1,634 +3%
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