State Street SPDR MSCI USA StrategicFactors ETF
153 hedge funds and large institutions have $1.13B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 61 reducing their positions, and 17 closing their positions.
6% more capital invested
Capital invested by funds: $1.07B → $1.13B (+$61M)
6% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 17
1% less funds holding
Funds holding: 155 → 153 (-2)
2.42% less ownership
Funds ownership: 82.1% → 79.68% (-2.4%)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
34% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$10.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.13M |
| 3 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$5.93M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.77M |
| 5 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$4.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
-$31.9M |
| 2 |
Cerity Partners
New York
|
-$13.6M |
| 3 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
-$7.09M |
| 4 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
-$3.91M |
| 5 |
Morgan Stanley
New York
|
-$2.08M |
QUS Hedge Fund Activity: Q3 2024 in Review
153 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q3 2024, worth a combined $1.13B — up 5.7% from $1.07B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of QUS and 16 opened new positions — a net loss of 1 holder — while 61 trimmed existing stakes and 40 added.
The largest buyer was Raymond James & Associates, adding an estimated $10.9M. The largest seller was Mount Yale Investment Advisors, exiting entirely with an estimated $31.9M sold.
- 153 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q3 2024, down from 155 in Q2 2024.
- Funds reported $1.13B of State Street SPDR MSCI USA StrategicFactors ETF stock for Q3 2024, up 5.7% quarter-over-quarter.
- 16 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q3 2024 and 17 closed out, a net change of -1 holder.
- The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q3 2024 was Raymond James & Associates, an estimated $10.9M added.
- The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q3 2024 was Mount Yale Investment Advisors, an estimated $31.9M sold.
Based on aggregated 13F filings for Q3 2024.