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SPDR MSCI EAFE StrategicFactors ETF
QEFA

Overview Fund Activity

40 hedge funds and large institutions have $188M invested in SPDR MSCI EAFE StrategicFactors ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.09%
New
7
Increased
18
Reduced
7
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$10.9M
2
Bank of America
Bank of America
North Carolina
+$7.32M
3
FEG
Financial Enhancement Group
Indiana
+$4.54M
4
OWA
Outlook Wealth Advisors
Texas
+$3.21M
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$2.7M

Top Sellers

1
MNG
Manning & Napier Group
New York
-$4.52M
2
AI
Atria Investments
North Carolina
-$4.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.16M
4
GFPC
Global Financial Private Capital
Florida
-$1.04M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$667K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$236K +$3.48K +56 +1%
SCM
27
Stonehearth Capital Management
Massachusetts
$233K +$7.43K +119 +3%
AWA
28
Arete Wealth Advisors
Illinois
$228K +$228K +3,665 New
GSWM
29
Golden State Wealth Management
California
$148K +$148K +2,373 New
Morgan Stanley
30
Morgan Stanley
New York
$133K +$124K +1,986 +1,342%
AWM
31
Arbor Wealth Management
Florida
$124K +$123K +3,401 +10,003%
S
32
SignatureFD
Georgia
$95K – – –
AF
33
Advisornet Financial
Minnesota
$95K +$95K +1,525 New
GWM
34
Geneos Wealth Management
Colorado
$72K – – –
UBS Group
35
UBS Group
Switzerland
$32K – – –
APA
36
American Portfolios Advisors
New York
$24.9K – – –
NFG
37
Next Financial Group
Texas
$20K – – –
NFH
38
NEXT Financial Holdings
Texas
$20K +$20K +320 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$11K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +10 New
AI
41
Atria Investments
North Carolina
– -$4.19M -74,059 Closed
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
– -$1.16M -20,582 Closed
GFPC
43
Global Financial Private Capital
Florida
– -$1.04M -18,312 Closed
MIAN
44
Mariner Independent Advisor Network
Kansas
– -$667K -11,399 Closed
Citadel Advisors
45
Citadel Advisors
Florida
– -$564K -9,984 Closed
Jane Street
46
Jane Street
New York
– -$264K -4,671 Closed
BCA
47
Berman Capital Advisors
Georgia
– -$114K -2,023 Closed
Wells Fargo
48
Wells Fargo
California
– -$7K -116 Closed
LTFS
49
Ladenburg Thalmann Financial Services
Florida
– -$6K -102 Closed
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