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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

158 hedge funds and large institutions have $1.06B invested in 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.

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.29%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
22
Increased
45
Reduced
56
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$46.3M
2
MYIA
2
Mount Yale Investment Advisors
Colorado
$29.8M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$249M
4
Morgan Stanley
4
Morgan Stanley
New York
$35.5M
5
PIA
5
Perennial Investment Advisors
California
$23.5M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$40.2M
2
ES
2
Eagle Strategies
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$19.7M
4
HPC
4
Hobart Private Capital
North Carolina
$463K
5
TWM
5
Tolleson Wealth Management
Texas
$111M
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$249M 1,713,065 +136,683 +9%
TWM
2
Tolleson Wealth Management
Texas
$111M 761,222 -23,729 -3%
SWA
3
SFMG Wealth Advisors
Texas
$73.1M 501,860 +5,326 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$56.9M 390,641 -1,703 -0.4%
PAG
5
Private Advisor Group
New Jersey
$46.3M 317,958 +293,502 +1,200%
LPL Financial
6
LPL Financial
California
$40.2M 275,803 -205,761 -43%
Morgan Stanley
7
Morgan Stanley
New York
$35.5M 243,871 +64,153 +36%
MYIA
8
Mount Yale Investment Advisors
Colorado
$29.8M 204,465 +204,465 New
SMA
9
Sage Mountain Advisors
Georgia
$27.9M 191,551 -55 -0%
SMM
10
Stadion Money Management
Georgia
$27.6M 189,657 -10,998 -5%
Bank of America
11
Bank of America
North Carolina
$24.4M 167,753 +37,923 +29%
PIA
12
Perennial Investment Advisors
California
$23.5M 161,150 +54,874 +52%
GWAG
13
Garrett Wealth Advisory Group
Texas
$22.3M 152,956 +586 +0.4%
Ameriprise
14
Ameriprise
Minnesota
$19.7M 135,090 -44,080 -25%
Cerity Partners
15
Cerity Partners
New York
$15.9M 109,346 -860 -0.8%
GPWA
16
Great Point Wealth Advisors
Massachusetts
$15.9M 109,119 -6,303 -5%
FHB
17
First Hawaiian Bank
Hawaii
$15.6M 106,927 -4,410 -4%
CW
18
CreativeOne Wealth
Kansas
$14.3M 98,203 -2,769 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11.1M 76,272 +983 +1%
CA
20
Continuum Advisory
Idaho
$11M 76,502 -810 -1%
SB
21
Strategic Blueprint
Georgia
$10.8M 74,086 +3,257 +5%
RJA
22
Raymond James & Associates
Florida
$10.5M 72,121 -3,691 -5%
GAG
23
Goodman Advisory Group
Massachusetts
$10.3M 70,384 -2,147 -3%
MAM
24
Marotta Asset Management
Virginia
$8.71M 59,783 -615 -1%
AMM
25
American Money Management
California
$8.44M 57,926 -3,180 -5%
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