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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

128 hedge funds and large institutions have $800M invested in SPDR MSCI USA StrategicFactors ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.04%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
12
Increased
42
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$174M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.3M
3
PIA
3
Perennial Investment Advisors
California
$6.35M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$8.03M
5
TF
5
Theory Financial
Colorado
$3.51M

Top Sellers

1
HPC
1
Hobart Private Capital
North Carolina
$5.41M
2
TWM
2
Tolleson Wealth Management
Texas
$100M
3
GAG
3
Goodman Advisory Group
Massachusetts
$9.27M
4
NWM
4
NEIRG Wealth Management
Massachusetts
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$542K
Name Market Value Shares Shares
Change 		Shares
Change %
CG
1
Colony Group
Massachusetts
$174M 1,444,586 +149,414 +12%
TWM
2
Tolleson Wealth Management
Texas
$100M 828,315 -21,510 -3%
SWA
3
SFMG Wealth Advisors
Texas
$59.2M 490,363 +23,657 +5%
LPL Financial
4
LPL Financial
California
$55.7M 461,888 +25,402 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$42.3M 350,719 +84,854 +32%
ES
6
Eagle Strategies
New York
$34.6M 286,561 -5,134 -2%
SMM
7
Stadion Money Management
Georgia
$28M 232,340 -7,798 -3%
Ameriprise
8
Ameriprise
Minnesota
$25M 207,455 +26,880 +15%
SMA
9
Sage Mountain Advisors
Georgia
$23.2M 192,131 -1,376 -0.7%
GWAG
10
Garrett Wealth Advisory Group
Texas
$16.6M 137,219 +2,857 +2%
GPWA
11
Great Point Wealth Advisors
Massachusetts
$14.9M 123,391 -2,861 -2%
FHB
12
First Hawaiian Bank
Hawaii
$14.1M 116,527 -1,085 -0.9%
CW
13
CreativeOne Wealth
Kansas
$12.8M 106,256 -4,737 -4%
Bank of America
14
Bank of America
North Carolina
$12.5M 103,172 +7,841 +8%
CA
15
Continuum Advisory
Idaho
$9.32M 77,265 +4,115 +6%
Morgan Stanley
16
Morgan Stanley
New York
$9.31M 77,141 +978 +1%
GAG
17
Goodman Advisory Group
Massachusetts
$9.27M 76,784 -16,762 -18%
Cerity Partners
18
Cerity Partners
New York
$8.14M 67,461 +2,139 +3%
SB
19
Strategic Blueprint
Georgia
$8.13M 67,341 -10,576 -14%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$8.03M 66,531 +34,201 +106%
MAM
21
Marotta Asset Management
Virginia
$7.42M 61,493 -1,240 -2%
AMM
22
American Money Management
California
$7.21M 59,741 +2,665 +5%
PIA
23
Perennial Investment Advisors
California
$6.35M 52,585 +40,775 +345%
Osaic Holdings
24
Osaic Holdings
Arizona
$6.26M 51,869 +1,179 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6.12M 50,693 -1,280 -2%
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