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SPDR MSCI EAFE StrategicFactors ETF
QEFA

Overview Fund Activity

60 hedge funds and large institutions have $204M invested in SPDR MSCI EAFE StrategicFactors ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
23
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
Pasadena Private Wealth
California
+$7.87M
2
Morgan Stanley
Morgan Stanley
New York
+$7.56M
3
Citadel Advisors
Citadel Advisors
Florida
+$7.51M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$5.47M
5
SCP
Syntal Capital Partners
Texas
+$2.57M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$25.8M
2
JFA
Johanson Financial Advisors
California
-$23M
3
MNG
Manning & Napier Group
New York
-$5.45M
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$3.42M
5
LPL Financial
LPL Financial
California
-$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
26
Capital Advisors Ltd
Ohio
$681K +$85.2K +1,595 +14%
CWM
27
Cornerstone Wealth Management
Missouri
$512K +$512K +9,590 New
CA
28
Continuum Advisory
Idaho
$496K -$20.6K -400 -4%
AF
29
Advisornet Financial
Minnesota
$471K -$10.6K -198 -2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$427K -$91.7K -1,717 -18%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$406K +$1.66K +31 +0.4%
FHA
32
Flagship Harbor Advisors
Massachusetts
$405K -$25.3K -474 -6%
JFA
33
Johanson Financial Advisors
California
$354K -$23M -432,455 -98%
UCFA
34
United Capital Financial Advisors
Texas
$343K -$7.79K -146 -2%
Jane Street
35
Jane Street
New York
$311K +$311K +5,816 New
AAS
36
Avantax Advisory Services
Texas
$278K +$278K +5,222 New
UBS Group
37
UBS Group
Switzerland
$271K +$244K +4,566 +890%
ISWM
38
Independent Solutions Wealth Management
New York
$257K -$26.7K -499 -9%
SPA
39
Sentinel Pension Advisors
Massachusetts
$233K +$233K +4,362 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$229K +$14.5K +272 +7%
FWM
41
Frontier Wealth Management
Missouri
$210K – – –
IWM
42
IHT Wealth Management
Illinois
$208K +$2.89K +54 +1%
MA
43
Mutual Advisors
Nebraska
$200K +$40.1K +752 +25%
Wells Fargo
44
Wells Fargo
California
$130K +$130K +2,439 +243,900%
GWM
45
Geneos Wealth Management
Colorado
$90K +$28.5K +543 +46%
APA
46
American Portfolios Advisors
New York
$73.2K +$3.74K +70 +5%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$73K +$73K +1,426 New
S
48
SignatureFD
Georgia
$61K – – –
NFG
49
Next Financial Group
Texas
$58K +$40.9K +767 +240%
MWM
50
MBE Wealth Management
Wisconsin
$52K +$52K +985 New
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