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State Street SPDR MSCI EAFE StrategicFactors ETF

77 hedge funds and large institutions have $573M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

28% more capital invested

Capital invested by funds: $449M → $573M (+$125M)

3% more funds holding

Funds holding: 7577 (+2)

1.06% more ownership

Funds ownership: 76.26%77.32% (+1.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
9
Increased
35
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$2.08M +$30.4K +404 +1%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.98M +$696K +9,236 +54%
LA
28
LexAurum Advisors
Kansas
$1.78M -$87.8K -1,166 -5%
GVAG
29
Great Valley Advisor Group
Delaware
$1.44M +$1.44M +19,099 New
OMC
30
Old Mission Capital
Illinois
$1.39M +$327K +4,345 +31%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$1.2M +$42.9K +569 +4%
EH
32
Equitable Holdings
New York
$1.16M +$387K +5,142 +50%
Citadel Advisors
33
Citadel Advisors
Florida
$965K -$1.22M -16,228 -56%
CAL
34
Capital Advisors Ltd
Ohio
$964K
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$769K +$23.5K +312 +3%
FTUS
36
Flow Traders U.S.
New York
$709K -$10.9M -144,014 -94%
AF
37
Advisornet Financial
Minnesota
$668K -$6.48K -86 -1%
MA
38
Mutual Advisors
Nebraska
$656K +$331K +4,393 +103%
MFGM
39
Marshall Financial Group (Maryland)
Maryland
$542K +$33.5K +444 +7%
PGAM
40
Princeton Global Asset Management
New Jersey
$524K -$60.8K -807 -10%
WCM
41
Wealthcare Capital Management
Virginia
$415K +$79.3K +1,052 +24%
AIC
42
Ameritas Investment Company
Nebraska
$402K -$17.9K -238 -11%
MML Investors Services
43
MML Investors Services
Massachusetts
$390K -$12.3K -163 -3%
ACG
44
Allen Capital Group
Nebraska
$384K +$382K +5,075 New
WWM
45
Western Wealth Management
Colorado
$368K +$26.1K +346 +8%
ISWM
46
Independent Solutions Wealth Management
New York
$328K +$29.5K +391 +10%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$324K -$22.5K -298 -6%
Prudential Financial
48
Prudential Financial
New Jersey
$309K +$15.4K +205 +5%
FWM
49
Frontier Wealth Management
Missouri
$298K
GSWM
50
Golden State Wealth Management
California
$283K +$282K +3,745 New

QEFA Hedge Fund Activity: Q2 2021 in Review

77 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q2 2021, worth a combined $573M — up 28% from $449M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QEFA positions and 7 closed out — a net gain of 2 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Ameriprise, adding an estimated $82.6M. The largest seller was Flow Traders U.S., cutting an estimated $10.9M.

  • 77 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q2 2021, up from 75 in Q1 2021.
  • Funds reported $573M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q2 2021, up 28% quarter-over-quarter.
  • 9 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q2 2021 and 7 closed out, a net change of +2 holders.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q2 2021 was Ameriprise, an estimated $82.6M added.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q2 2021 was Flow Traders U.S., an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2021.