We are live on ! Find out more
QEFA icon

State Street SPDR MSCI EAFE StrategicFactors ETF

67 hedge funds and large institutions have $248M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more capital invested

Capital invested by funds: $213M → $248M (+$35.1M)

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

14% more funds holding

Funds holding: 5967 (+8)

2.42% more ownership

Funds ownership: 61.53%63.95% (+2.4%)

Holders
67
Holders Change
+8
Holders Change %
+13.56%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
24
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.76M +$89.6K +1,445 +5%
LA
27
LexAurum Advisors
Kansas
$1.39M +$268K +4,320 +24%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.35M -$189K -3,056 -12%
CW
29
CreativeOne Wealth
Kansas
$1.34M -$1.47M -23,646 -52%
Citadel Advisors
30
Citadel Advisors
Florida
$1.09M -$377K -6,084 -26%
SAM
31
Stringer Asset Management
Tennessee
$1.07M
CAL
32
Capital Advisors Ltd
Ohio
$789K
JMPWA
33
JP Morgan Private Wealth Advisors
California
$785K +$787K +12,692 New
CAM
34
Cozad Asset Management
Illinois
$656K -$77.2K -1,245 -11%
AF
35
Advisornet Financial
Minnesota
$530K -$18K -291 -3%
PGAM
36
Princeton Global Asset Management
New Jersey
$483K +$31.6K +510 +7%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$465K +$467K +7,527 New
UCFA
38
United Capital Financial Advisors
Texas
$429K +$744 +12 +0.2%
MA
39
Mutual Advisors
Nebraska
$419K -$15.2K -246 -4%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$410K +$83.9K +1,353 +26%
MFG
41
Merit Financial Group
Georgia
$396K +$397K +6,403 New
GM
42
GeoWealth Management
Illinois
$367K -$198K -3,195 -35%
FHA
43
Flagship Harbor Advisors
Massachusetts
$351K -$19.8K -320 -5%
ISWM
44
Independent Solutions Wealth Management
New York
$297K -$1.05K -17 -0.4%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$297K +$38.7K +625 +15%
IWC
46
Integrated Wealth Concepts
Massachusetts
$285K +$56.8K +917 +25%
EH
47
Equitable Holdings
New York
$282K +$35.1K +567 +14%
AAS
48
Avantax Advisory Services
Texas
$273K -$51.7K -834 -16%
Prudential Financial
49
Prudential Financial
New Jersey
$258K +$259K +4,172 New
FWM
50
Frontier Wealth Management
Missouri
$244K

QEFA Hedge Fund Activity: Q3 2020 in Review

67 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q3 2020, worth a combined $248M — up 16% from $213M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QEFA positions and 3 closed out — a net gain of 8 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was SimpliFi Inc, opening a new position worth an estimated $21.4M. The largest seller was Ameriprise, cutting an estimated $12.6M.

  • 67 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q3 2020, up from 59 in Q2 2020.
  • Funds reported $248M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q3 2020, up 16% quarter-over-quarter.
  • 11 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q3 2020 and 3 closed out, a net change of +8 holders.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q3 2020 was SimpliFi Inc, an estimated $21.4M added.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q3 2020 was Ameriprise, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2020.