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State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA

86 hedge funds and large institutions have $746M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

17% more capital invested

Capital invested by funds: $636M → $746M (+$110M)

13% more funds holding

Funds holding: 76 → 86 (+10)

3.55% more ownership

Funds ownership: 78.54% → 82.09% (+3.5%)

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.32%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
17
Increased
39
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$36M
2
NA
NewEdge Advisors
Louisiana
+$21.8M
3
Bank of America
Bank of America
North Carolina
+$12.8M
4
Morgan Stanley
Morgan Stanley
New York
+$8.75M
5
AWM
AE Wealth Management
Kansas
+$7.47M

Top Sellers

Rank Fund Capital Flow
1
FAIM
Financial Advocates Investment Management
Washington
-$4.8M
2
Jane Street
Jane Street
New York
-$1.6M
3
MA
Mutual Advisors
Nebraska
-$1.25M
4
EW
Element Wealth
Mississippi
-$779K
5
CWM
Cornerstone Wealth Management
Missouri
-$693K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$3.54M -$1.25M -16,338 -26%
IA
27
IFG Advisory
Georgia
$3.47M +$339K +4,432 +11%
FSG
28
Financial Strategies Group
Michigan
$3.4M +$222K +2,905 +7%
EW
29
Element Wealth
Mississippi
$3.19M -$779K -10,172 -20%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$3.18M +$1.2M +15,705 +61%
SFS
31
Sowell Financial Services
Arkansas
$3.18M +$74.8K +977 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$3.17M +$1.06M +13,792 +50%
WSWA
33
Warren Street Wealth Advisors
California
$2.79M +$2.78M +36,282 New
CA
34
Corrado Advisors
New Jersey
$2.57M +$144K +1,886 +6%
OWA
35
Outlook Wealth Advisors
Texas
$2.47M -$28.5K -372 -1%
IWM
36
IHT Wealth Management
Illinois
$2.37M -$179K -2,333 -7%
EH
37
Equitable Holdings
New York
$2.35M +$617K +8,055 +36%
LA
38
LexAurum Advisors
Kansas
$2.26M +$275K +3,592 +14%
1IA
39
1620 Investment Advisors
Massachusetts
$2.07M +$2.06M +26,941 New
GVAG
40
Great Valley Advisor Group
Delaware
$2.04M +$261K +3,407 +15%
FZCM
41
Flynn Zito Capital Management
New York
$2.03M +$2.02M +26,406 New
EAM
42
Empirical Asset Management
Massachusetts
$1.49M +$1.48M +19,379 New
Osaic Holdings
43
Osaic Holdings
Arizona
$1.19M -$433K -5,652 -27%
Citadel Advisors
44
Citadel Advisors
Florida
$1.01M +$548K +7,157 +119%
CAL
45
Capital Advisors Ltd
Ohio
$985K – – –
AAS
46
Ameritas Advisory Services
Nebraska
$939K +$936K +12,229 New
JMPWA
47
JP Morgan Private Wealth Advisors
California
$871K -$343K -4,478 -28%
Jane Street
48
Jane Street
New York
$826K -$1.6M -20,901 -66%
KFGK
49
Keystone Financial Group (Kentucky)
Kentucky
$768K +$766K +10,007 New
CWM
50
Cornerstone Wealth Management
Missouri
$764K -$693K -9,058 -48%
1
2
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QEFA Hedge Fund Activity: Q4 2021 in Review

86 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q4 2021, worth a combined $746M — up 17% from $636M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new QEFA positions and 5 closed out — a net gain of 12 holders — while 39 added to existing stakes and 19 trimmed.

The largest buyer was Ameriprise, adding an estimated $36M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $4.8M sold.

  • 86 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q4 2021, up from 76 in Q3 2021.
  • Funds reported $746M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q4 2021, up 17% quarter-over-quarter.
  • 17 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q4 2021 and 5 closed out, a net change of +12 holders.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q4 2021 was Ameriprise, an estimated $36M added.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q4 2021 was Financial Advocates Investment Management, an estimated $4.8M sold.

Based on aggregated 13F filings for Q4 2021.