State Street SPDR MSCI USA StrategicFactors ETF
163 hedge funds and large institutions have $1.17B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 13 closing their positions.
100% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 13
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
7% more funds holding
Funds holding: 153 → 163 (+10)
3.89% more ownership
Funds ownership: 79.68% → 83.57% (+3.9%)
4% more capital invested
Capital invested by funds: $1.13B → $1.17B (+$41.1M)
2% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$38.4M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$15.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.78M |
| 4 |
QCM
Quantinno Capital Management
New York
|
+$6.59M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$6.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
-$11.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.26M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$4.78M |
| 4 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$4.25M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.65M |
QUS Hedge Fund Activity: Q4 2024 in Review
163 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q4 2024, worth a combined $1.17B — up 3.6% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new QUS positions and 13 closed out — a net gain of 13 holders — while 51 added to existing stakes and 52 trimmed.
The largest buyer was Mount Yale Investment Advisors, opening a new position worth an estimated $38.4M. The largest seller was Tolleson Wealth Management, cutting an estimated $11.2M.
- 163 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q4 2024, up from 153 in Q3 2024.
- Funds reported $1.17B of State Street SPDR MSCI USA StrategicFactors ETF stock for Q4 2024, up 3.6% quarter-over-quarter.
- 26 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q4 2024 and 13 closed out, a net change of +13 holders.
- The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q4 2024 was Mount Yale Investment Advisors, an estimated $38.4M added.
- The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q4 2024 was Tolleson Wealth Management, an estimated $11.2M sold.
Based on aggregated 13F filings for Q4 2024.