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State Street SPDR MSCI USA StrategicFactors ETF

172 hedge funds and large institutions have $1.33B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

46% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 48

12% more capital invested

Capital invested by funds: $1.19B → $1.33B (+$138M)

6% more funds holding

Funds holding: 163172 (+9)

1.43% more ownership

Funds ownership: 82.44%83.87% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
172
Holders Change
+9
Holders Change %
+5.52%
% of All Funds
2.26%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
19
Increased
70
Reduced
48
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$324M +$10.6M +67,972 +4%
TWM
2
Tolleson Wealth Management
Texas
$92.7M -$2.5M -16,082 -3%
SWA
3
SFMG Wealth Advisors
Texas
$84.7M +$330K +2,122 +0.4%
PAG
4
Private Advisor Group
New Jersey
$67M +$887K +5,695 +1%
Bank of America
5
Bank of America
North Carolina
$64.4M +$29.9M +192,062 +95%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$61.4M +$5.86M +37,625 +11%
LPL Financial
7
LPL Financial
California
$46.2M -$1.21M -7,746 -3%
Morgan Stanley
8
Morgan Stanley
New York
$41.4M +$910K +5,841 +2%
PIA
9
Perennial Investment Advisors
California
$39.8M +$4.21M +27,022 +12%
MYIA
10
Mount Yale Investment Advisors
Colorado
$38.9M -$378K -2,427 -1%
SMA
11
Sage Mountain Advisors
Georgia
$30.5M -$648K -4,159 -2%
Ameriprise
12
Ameriprise
Minnesota
$29.4M +$1.82M +11,667 +7%
PFA
13
Presper Financial Architects
Ohio
$29.1M +$27.8M +178,719 New
GWAG
14
Garrett Wealth Advisory Group
Texas
$27.9M -$1.27M -8,158 -5%
Raymond James Financial
15
Raymond James Financial
Florida
$22.9M +$5.29M +33,967 +32%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$18.7M -$2.83M -18,167 -14%
SB
17
Strategic Blueprint
Georgia
$15.7M -$910K -5,841 -6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$15.1M +$1.41M +9,063 +11%
CA
19
Continuum Advisory
Idaho
$12.7M +$131K +842 +1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$11.4M +$2.74M +17,626 +34%
AMM
21
American Money Management
California
$10.8M +$108K +696 +1%
PRRFG
22
Paul R. Ried Financial Group
Washington
$10.7M +$536K +3,445 +6%
ES
23
Eagle Strategies
New York
$10.2M +$145K +933 +2%
WA
24
Win Advisors
Florida
$9.04M +$8.63M +55,442 New
SHJ
25
Sharkey, Howes & Javer
Colorado
$9.04M +$1.36M +8,701 +19%

QUS Hedge Fund Activity: Q2 2025 in Review

172 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) for Q2 2025, worth a combined $1.33B — up 12% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new QUS positions and 8 closed out — a net gain of 11 holders — while 70 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $29.9M. The largest seller was Bouvel Investment Partners, exiting entirely with an estimated $5.83M sold.

  • 172 institutional investors held State Street SPDR MSCI USA StrategicFactors ETF (QUS) as of Q2 2025, up from 163 in Q1 2025.
  • Funds reported $1.33B of State Street SPDR MSCI USA StrategicFactors ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 19 funds opened new State Street SPDR MSCI USA StrategicFactors ETF positions in Q2 2025 and 8 closed out, a net change of +11 holders.
  • The largest State Street SPDR MSCI USA StrategicFactors ETF buyer in Q2 2025 was Bank of America, an estimated $29.9M added.
  • The largest State Street SPDR MSCI USA StrategicFactors ETF seller in Q2 2025 was Bouvel Investment Partners, an estimated $5.83M sold.

Based on aggregated 13F filings for Q2 2025.