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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

162 hedge funds and large institutions have $1.17B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+9
Holders Change %
+5.88%
% of All Funds
2.16%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
25
Increased
51
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MYIA
1
Mount Yale Investment Advisors
Colorado
$37.3M
2
Raymond James Financial
2
Raymond James Financial
Florida
$22.9M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$291M
4
PRRFG
4
Paul R. Ried Financial Group
Washington
$9.15M
5
HFS
5
Hughes Financial Services
Virginia
$7.28M

Top Sellers

1
TWM
1
Tolleson Wealth Management
Texas
$94.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.4M
3
GM
3
GeoWealth Management
Illinois
$1.16M
4
ECA
4
Elevation Capital Advisory
Oregon
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.43M
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$291M 1,881,980 +94,556 +5%
TWM
2
Tolleson Wealth Management
Texas
$94.2M 608,105 -70,164 -10%
SWA
3
SFMG Wealth Advisors
Texas
$79.7M 514,603 +6,162 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$59.4M 383,888 -32,978 -8%
PAG
5
Private Advisor Group
New Jersey
$51M 329,470 -6,775 -2%
LPL Financial
6
LPL Financial
California
$41.8M 269,748 -3,763 -1%
Morgan Stanley
7
Morgan Stanley
New York
$37.9M 244,964 +2,659 +1%
MYIA
8
Mount Yale Investment Advisors
Colorado
$37.3M 240,752 +240,752 New
Bank of America
9
Bank of America
North Carolina
$31.6M 204,331 +16,647 +9%
PIA
10
Perennial Investment Advisors
California
$31.6M 203,781 +20,729 +11%
SMA
11
Sage Mountain Advisors
Georgia
$29.6M 191,451 – –
Ameriprise
12
Ameriprise
Minnesota
$26.5M 171,239 +42,532 +33%
GWAG
13
Garrett Wealth Advisory Group
Texas
$26.5M 171,138 +15,378 +10%
Raymond James Financial
14
Raymond James Financial
Florida
$22.9M 147,756 +147,756 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$19.8M 128,063 +3,660 +3%
GPWA
16
Great Point Wealth Advisors
Massachusetts
$15.1M 97,818 -2,940 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14.2M 91,530 -9,363 -9%
SB
18
Strategic Blueprint
Georgia
$13.9M 89,455 +11,070 +14%
FHB
19
First Hawaiian Bank
Hawaii
$13.7M 88,504 -12,098 -12%
CA
20
Continuum Advisory
Idaho
$11.8M 75,889 +974 +1%
GAG
21
Goodman Advisory Group
Massachusetts
$9.89M 63,856 -2,113 -3%
AMM
22
American Money Management
California
$9.76M 63,016 +1,263 +2%
ES
23
Eagle Strategies
New York
$9.63M 62,170 -3,449 -5%
PRRFG
24
Paul R. Ried Financial Group
Washington
$9.15M 59,094 +59,094 New
MAM
25
Marotta Asset Management
Virginia
$8.46M 54,704 -3,612 -6%
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