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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

153 hedge funds and large institutions have $1.13B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 61 reducing their positions, and 17 closing their positions.

Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
17
Increased
39
Reduced
61
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$22.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65.7M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$6.15M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.94M
5
ECA
5
Elevation Capital Advisory
Oregon
$4.25M

Top Sellers

1
MYIA
1
Mount Yale Investment Advisors
Colorado
$0
2
Cerity Partners
2
Cerity Partners
New York
$4.09M
3
TWM
3
Tolleson Wealth Management
Texas
$107M
4
RFM
4
Royal Fund Management
Florida
$1.12M
5
Morgan Stanley
5
Morgan Stanley
New York
$38.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$282M 1,787,424 -622 -0%
TWM
2
Tolleson Wealth Management
Texas
$107M 678,269 -46,634 -6%
SWA
3
SFMG Wealth Advisors
Texas
$80.1M 508,441 +10,402 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$65.7M 416,866 +60,063 +17%
PAG
5
Private Advisor Group
New Jersey
$53M 336,245 +19,120 +6%
LPL Financial
6
LPL Financial
California
$43.1M 273,511 -884 -0.3%
Morgan Stanley
7
Morgan Stanley
New York
$38.2M 242,305 -13,674 -5%
SMA
8
Sage Mountain Advisors
Georgia
$30.2M 191,451 -100 -0.1%
Bank of America
9
Bank of America
North Carolina
$29.6M 187,684 +1,951 +1%
PIA
10
Perennial Investment Advisors
California
$28.8M 183,052 +9,762 +6%
GWAG
11
Garrett Wealth Advisory Group
Texas
$24.5M 155,760 +4,610 +3%
RJA
12
Raymond James & Associates
Florida
$22.6M 143,217 +71,474 +100%
Ameriprise
13
Ameriprise
Minnesota
$20.3M 128,707 -4,465 -3%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$19.6M 124,403 +2,151 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15.9M 100,893 +7,632 +8%
GPWA
16
Great Point Wealth Advisors
Massachusetts
$15.9M 100,758 -2,247 -2%
FHB
17
First Hawaiian Bank
Hawaii
$15.8M 100,602 -3,611 -3%
SB
18
Strategic Blueprint
Georgia
$12.3M 78,385 +2,991 +4%
CA
19
Continuum Advisory
Idaho
$12M 74,915 -840 -1%
GAG
20
Goodman Advisory Group
Massachusetts
$10.4M 65,969 -933 -1%
ES
21
Eagle Strategies
New York
$10.3M 65,619 +1,873 +3%
CW
22
CreativeOne Wealth
Kansas
$9.92M 62,971 -1,336 -2%
AMM
23
American Money Management
California
$9.73M 61,753 +3,362 +6%
MAM
24
Marotta Asset Management
Virginia
$9.19M 58,316 +94 +0.2%
SHJ
25
Sharkey, Howes & Javer
Colorado
$6.15M 39,016 +39,016 New
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