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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

127 hedge funds and large institutions have $773M invested in SPDR MSCI USA StrategicFactors ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 9 closing their positions.

Holders
127
Holders Change
–
Holders Change %
0%
% of All Funds
2%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
12
Increased
44
Reduced
50
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$159M
2
MAM
2
Marotta Asset Management
Virginia
$7.71M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$3.98M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.63M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.27M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$53.7M
2
LFAS
2
Level Four Advisory Services
Texas
$2.12M
3
SAM
3
Silverhawk Asset Management
Arizona
$623K
4
Ameriprise
4
Ameriprise
Minnesota
$22.2M
5
GAG
5
Goodman Advisory Group
Massachusetts
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
1
Colony Group
Massachusetts
$159M 1,295,172 +66,964 +5%
TWM
2
Tolleson Wealth Management
Texas
$104M 849,825 -4,227 -0.5%
SWA
3
SFMG Wealth Advisors
Texas
$57.4M 466,706 +1,773 +0.4%
LPL Financial
4
LPL Financial
California
$53.7M 436,486 -86,011 -16%
ES
5
Eagle Strategies
New York
$35.9M 291,695 -10,783 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$32.7M 265,865 +176 +0.1%
SMM
7
Stadion Money Management
Georgia
$29.5M 240,138 -900 -0.4%
SMA
8
Sage Mountain Advisors
Georgia
$23.8M 193,507 -165 -0.1%
Ameriprise
9
Ameriprise
Minnesota
$22.2M 180,575 -41,247 -19%
GWAG
10
Garrett Wealth Advisory Group
Texas
$16.5M 134,362 +1,781 +1%
GPWA
11
Great Point Wealth Advisors
Massachusetts
$15.5M 126,252 -1,701 -1%
FHB
12
First Hawaiian Bank
Hawaii
$14.5M 117,612 +338 +0.3%
CW
13
CreativeOne Wealth
Kansas
$13.6M 110,993 -5,255 -5%
Bank of America
14
Bank of America
North Carolina
$11.7M 95,331 +2,161 +2%
GAG
15
Goodman Advisory Group
Massachusetts
$11.5M 93,546 -30,656 -25%
SB
16
Strategic Blueprint
Georgia
$9.58M 77,917 -26,214 -25%
Morgan Stanley
17
Morgan Stanley
New York
$9.37M 76,163 -17,250 -18%
CA
18
Continuum Advisory
Idaho
$8.99M 73,150 -5,520 -7%
HPC
19
Hobart Private Capital
North Carolina
$8.76M 71,269 -2,280 -3%
Cerity Partners
20
Cerity Partners
New York
$8.03M 65,322 +1,336 +2%
MAM
21
Marotta Asset Management
Virginia
$7.71M 62,733 +62,733 New
AMM
22
American Money Management
California
$7.02M 57,076 +896 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.39M 51,973 +8,803 +20%
Osaic Holdings
24
Osaic Holdings
Arizona
$6.23M 50,690 +3,356 +7%
RFM
25
Royal Fund Management
Florida
$6.17M 50,196 -3,819 -7%
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