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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

161 hedge funds and large institutions have $1.19B invested in SPDR MSCI USA StrategicFactors ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 14 closing their positions.

Holders
161
Holders Change
-1
Holders Change %
-0.62%
% of All Funds
2.19%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
17
Increased
44
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$63.5M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$301M
3
ECA
3
Elevation Capital Advisory
Oregon
$4.49M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$8.18M
5
LPL Financial
5
LPL Financial
California
$45.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$53.1M
2
Raymond James Financial
2
Raymond James Financial
Florida
$16.7M
3
AAS
3
Ameritas Advisory Services
Nebraska
$438K
4
TWM
4
Tolleson Wealth Management
Texas
$91.6M
5
FHB
5
First Hawaiian Bank
Hawaii
$10.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$301M 1,918,598 +36,618 +2%
TWM
2
Tolleson Wealth Management
Texas
$91.6M 584,558 -23,547 -4%
SWA
3
SFMG Wealth Advisors
Texas
$81.1M 517,290 +2,687 +0.5%
PAG
4
Private Advisor Group
New Jersey
$63.5M 405,312 +75,842 +23%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$53.1M 338,582 -45,306 -12%
LPL Financial
6
LPL Financial
California
$45.6M 291,026 +21,278 +8%
Morgan Stanley
7
Morgan Stanley
New York
$38.9M 248,169 +3,205 +1%
MYIA
8
Mount Yale Investment Advisors
Colorado
$37.7M 240,689 -63 -0%
PIA
9
Perennial Investment Advisors
California
$34M 217,151 +13,370 +7%
Bank of America
10
Bank of America
North Carolina
$31.8M 202,753 -1,578 -0.8%
SMA
11
Sage Mountain Advisors
Georgia
$30M 191,233 -218 -0.1%
GWAG
12
Garrett Wealth Advisory Group
Texas
$28.1M 179,136 +7,998 +5%
Ameriprise
13
Ameriprise
Minnesota
$26.4M 168,626 -2,613 -2%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$20.7M 132,070 +4,007 +3%
Raymond James Financial
15
Raymond James Financial
Florida
$16.7M 106,320 -41,436 -28%
SB
16
Strategic Blueprint
Georgia
$16M 102,212 +12,757 +14%
GPWA
17
Great Point Wealth Advisors
Massachusetts
$15.2M 96,974 -844 -0.9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$13.1M 83,461 -8,069 -9%
CA
19
Continuum Advisory
Idaho
$12.1M 77,176 +1,287 +2%
FHB
20
First Hawaiian Bank
Hawaii
$10.9M 69,384 -19,120 -22%
AMM
21
American Money Management
California
$10.2M 65,255 +2,239 +4%
GAG
22
Goodman Advisory Group
Massachusetts
$10M 64,136 +280 +0.4%
PRRFG
23
Paul R. Ried Financial Group
Washington
$9.76M 62,300 +3,206 +5%
ES
24
Eagle Strategies
New York
$9.67M 61,736 -434 -0.7%
MAM
25
Marotta Asset Management
Virginia
$9.19M 58,316 +3,612 +7%
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