State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
34 hedge funds and large institutions have $171M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 0 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
37% more capital invested
Capital invested by funds: $125M → $171M (+$46.2M)
36% more funds holding
Funds holding: 25 → 34 (+9)
1.22% more ownership
Funds ownership: 63.19% → 64.41% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$22.6M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$5.6M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$3.95M |
| 4 |
AEPG
American Economic Planning Group
Warren,
New Jersey
|
+$3.86M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$3.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$520K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$366K |
| 3 |
LPL Financial
San Diego,
California
|
-$124K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$114K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$328 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $77K | – | – | – |
|
|
GBBWRPM
27
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $65K | – | – | – |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $25.9K | – | – | – |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $19K | +$9.85K | +150 | +100% |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | – | – | – |
|
|
SFM
31
Signet Financial Management
Parsippany,
New Jersey
| $2K | +$2.04K | +31 | New |
|
|
CPA
32
Clear Perspective Advisors
Aurora,
Illinois
| $1K | +$657 | +10 | New |
|
|
WCM
33
Whitener Capital Management
Rocky Mount,
North Carolina
| $1K | +$1.38K | +21 | New |
|
QEFA Hedge Fund Activity: Q1 2018 in Review
34 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q1 2018, worth a combined $171M — up 37% from $125M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new QEFA positions and 0 closed out — a net gain of 9 holders — while 14 added to existing stakes and 5 trimmed.
The largest buyer was Ameriprise, adding an estimated $22.6M. The largest seller was Bank of America, cutting an estimated $520K.
- 34 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q1 2018, up from 25 in Q4 2017.
- Funds reported $171M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q1 2018, up 37% quarter-over-quarter.
- 9 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q1 2018 and 0 closed out, a net change of +9 holders.
- The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q1 2018 was Ameriprise, an estimated $22.6M added.
- The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q1 2018 was Bank of America, an estimated $520K sold.
Based on aggregated 13F filings for Q1 2018.