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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

154 hedge funds and large institutions have $1.06B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 18 closing their positions.

Holders
154
Holders Change
-4
Holders Change %
-2.53%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
18
Increased
49
Reduced
57
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$18M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$264M
3
ES
3
Eagle Strategies
New York
$9.4M
4
AG
4
AlTi Global
New York
$3.67M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.57M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
TWM
2
Tolleson Wealth Management
Texas
$107M
3
CW
3
CreativeOne Wealth
Kansas
$9.48M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$52.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$879K
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$264M 1,788,046 +74,981 +4%
TWM
2
Tolleson Wealth Management
Texas
$107M 724,903 -36,319 -5%
SWA
3
SFMG Wealth Advisors
Texas
$73.4M 498,039 -3,821 -0.8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$52.6M 356,803 -33,838 -9%
PAG
5
Private Advisor Group
New Jersey
$46.8M 317,125 -833 -0.3%
LPL Financial
6
LPL Financial
California
$40.5M 274,395 -1,408 -0.5%
Morgan Stanley
7
Morgan Stanley
New York
$37.7M 255,979 +12,108 +5%
MYIA
8
Mount Yale Investment Advisors
Colorado
$31.9M 216,434 +11,969 +6%
SMA
9
Sage Mountain Advisors
Georgia
$28.2M 191,551 – –
Bank of America
10
Bank of America
North Carolina
$27.4M 185,733 +17,980 +11%
PIA
11
Perennial Investment Advisors
California
$25.5M 173,290 +12,140 +8%
GWAG
12
Garrett Wealth Advisory Group
Texas
$22.3M 151,150 -1,806 -1%
Ameriprise
13
Ameriprise
Minnesota
$19.7M 133,172 -1,918 -1%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$18M 122,252 +119,741 +4,769%
Cerity Partners
15
Cerity Partners
New York
$17M 115,245 +5,899 +5%
FHB
16
First Hawaiian Bank
Hawaii
$15.4M 104,213 -2,714 -3%
GPWA
17
Great Point Wealth Advisors
Massachusetts
$15.2M 103,005 -6,114 -6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$13.8M 93,261 +16,989 +22%
CA
19
Continuum Advisory
Idaho
$11.2M 75,755 -747 -1%
SB
20
Strategic Blueprint
Georgia
$11.1M 75,394 +1,308 +2%
RJA
21
Raymond James & Associates
Florida
$10.6M 71,743 -378 -0.5%
GAG
22
Goodman Advisory Group
Massachusetts
$9.86M 66,902 -3,482 -5%
CW
23
CreativeOne Wealth
Kansas
$9.48M 64,307 -33,896 -35%
ES
24
Eagle Strategies
New York
$9.4M 63,746 +63,746 New
AMM
25
American Money Management
California
$8.61M 58,391 +465 +0.8%
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