State Street SPDR MSCI USA StrategicFactors ETF
158 hedge funds and large institutions have $1.06B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 56 reducing their positions, and 9 closing their positions.
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
17% more capital invested
Capital invested by funds: $907M → $1.06B (+$151M)
8% more funds holding
Funds holding: 146 → 158 (+12)
1.02% less ownership
Funds ownership: 82.47% → 81.46% (-1%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
20% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$40.6M |
| 2 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$28.3M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$18.9M |
| 4 |
Morgan Stanley
New York
|
+$8.88M |
| 5 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
+$7.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$28.5M |
| 2 |
ES
Eagle Strategies
New York
|
-$10.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.1M |
| 4 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
-$5.22M |
| 5 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
-$3.28M |
QUS Hedge Fund Activity: Q1 2024 in Review
158 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q1 2024, worth a combined $1.06B — up 17% from $907M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new QUS positions and 9 closed out — a net gain of 13 holders — while 45 added to existing stakes and 56 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $40.6M. The largest seller was LPL Financial, cutting an estimated $28.5M.
- 158 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q1 2024, up from 146 in Q4 2023.
- Funds reported $1.06B of State Street SPDR MSCI USA StrategicFactors ETF stock for Q1 2024, up 17% quarter-over-quarter.
- 22 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q1 2024 and 9 closed out, a net change of +13 holders.
- The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q1 2024 was Private Advisor Group, an estimated $40.6M added.
- The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q1 2024 was LPL Financial, an estimated $28.5M sold.
Based on aggregated 13F filings for Q1 2024.