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State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA

57 hedge funds and large institutions have $262M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

16% more capital invested

Capital invested by funds: $226M → $262M (+$35.5M)

12% more funds holding

Funds holding: 51 → 57 (+6)

6.04% more ownership

Funds ownership: 68.55% → 74.58% (+6%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
12
Increased
21
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JFA
Johanson Financial Advisors
California
+$28.3M
2
Ameriprise
Ameriprise
Minnesota
+$6.33M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.58M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.49M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.96M

Top Sellers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
-$3M
2
Jane Street
Jane Street
New York
-$1.07M
3
OWA
Outlook Wealth Advisors
Texas
-$515K
4
Bank of America
Bank of America
North Carolina
-$476K
5
SCM
Stonehearth Capital Management
Massachusetts
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Continuum Advisory
Idaho
$671K -$9.34K -143 -1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$648K +$395K +6,047 +165%
AF
28
Advisornet Financial
Minnesota
$602K +$24K +368 +4%
FTUS
29
Flow Traders U.S.
New York
$597K +$236K +3,616 +68%
FHA
30
Flagship Harbor Advisors
Massachusetts
$538K +$526K +8,060 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$506K -$22.5K -345 -4%
UCFA
32
United Capital Financial Advisors
Texas
$439K -$783 -12 -0.2%
ISWM
33
Independent Solutions Wealth Management
New York
$354K +$346K +5,305 New
AP
34
Appleton Partners
Massachusetts
$276K – – –
CCFM
35
Clear Creek Financial Management
Washington
$276K – – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$268K +$262K +4,012 New
W
37
Wealthquest
Ohio
$264K -$14K -215 -5%
FWM
38
Frontier Wealth Management
Missouri
$263K -$6.59K -101 -3%
IWM
39
IHT Wealth Management
Illinois
$256K +$3.92K +60 +2%
AG
40
Advisor Group
Arizona
$238K +$10.1K +155 +5%
MA
41
Mutual Advisors
Nebraska
$200K +$196K +2,999 New
Morgan Stanley
42
Morgan Stanley
New York
$153K +$35.9K +550 +32%
APA
43
American Portfolios Advisors
New York
$86.8K +$58.8K +900 +225%
GFPC
44
Global Financial Private Capital
Florida
$79K +$77K +1,180 New
GWM
45
Geneos Wealth Management
Colorado
$78K – – –
S
46
SignatureFD
Georgia
$77K -$24.5K -376 -25%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$62K – – –
NG
48
NWK Group
California
$36K +$35.2K +539 New
UBS Group
49
UBS Group
Switzerland
$34K -$38.5K -590 -53%
SPIA
50
Steward Partners Investment Advisory
New York
$33K – – –
1
2
3

QEFA Hedge Fund Activity: Q4 2019 in Review

57 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q4 2019, worth a combined $262M — up 16% from $226M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new QEFA positions and 5 closed out — a net gain of 7 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $28.3M. The largest seller was GeoWealth Management, cutting an estimated $3M.

  • 57 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q4 2019, up from 51 in Q3 2019.
  • Funds reported $262M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q4 2019, up 16% quarter-over-quarter.
  • 12 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q4 2019 and 5 closed out, a net change of +7 holders.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $28.3M added.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q4 2019 was GeoWealth Management, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2019.