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SPDR MSCI EAFE StrategicFactors ETF
QEFA

Overview Fund Activity

110 hedge funds and large institutions have $965M invested in SPDR MSCI EAFE StrategicFactors ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
16
Increased
52
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$287M
2
Jane Street
2
Jane Street
New York
$43.6M
3
IDA
3
Intelligence Driven Advisers
California
$72M
4
LPL Financial
4
LPL Financial
California
$64.8M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$11.2M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.67M
2
OWM
2
Orgel Wealth Management
Wisconsin
$792K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$134K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
IA
5
IFP Advisors
Florida
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
ARQ Wealth Advisors
Arizona
$6.27M +$890K +12,722 +17%
IA
27
IFG Advisory
Georgia
$6.03M +$1.01M +14,445 +20%
MFG
28
Merit Financial Group
Georgia
$5.93M +$5.93M +84,761 New
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$5.67M -$54.9M -785,045 -91%
LWMG
30
Levy Wealth Management Group
Pennsylvania
$5.66M -$60.8K -870 -1%
FGG
31
Financial Guidance Group
Florida
$5.35M -$5.59K -80 -0.1%
DAS
32
Dynamic Advisor Solutions
Arizona
$5.27M +$2.75M +39,278 +109%
SMA
33
Sage Mountain Advisors
Georgia
$5.07M -$19K -272 -0.4%
SMG
34
Smart Money Group
Texas
$5.04M +$5.04M +72,080 New
EH
35
Equitable Holdings
New York
$4.81M +$1.26M +17,959 +35%
JWWM
36
Johnson & White Wealth Management
Pennsylvania
$4.34M -$175K -2,496 -4%
MA
37
Mutual Advisors
Nebraska
$4.18M +$2.4M +34,361 +135%
Mariner
38
Mariner
Kansas
$3.96M -$87.3K -1,249 -2%
Osaic Holdings
39
Osaic Holdings
Arizona
$3.79M +$1.63M +23,308 +75%
BC
40
Brio Consultants
California
$3.54M -$137K -1,953 -4%
GWM
41
Geneos Wealth Management
Colorado
$3.36M -$53.3K -762 -2%
SFP
42
Sweet Financial Partners
Minnesota
$3.18M +$3.18M +45,415 New
HighTower Advisors
43
HighTower Advisors
Illinois
$2.86M +$62.3K +894 +2%
1IA
44
1620 Investment Advisors
Massachusetts
$2.74M +$529K +7,572 +24%
WSWA
45
Warren Street Wealth Advisors
California
$2.5M +$37.5K +537 +2%
IWM
46
IHT Wealth Management
Illinois
$2.37M +$21.9K +313 +0.9%
IA
47
IFP Advisors
Florida
$2.14M -$2.62M -37,401 -55%
LSA
48
L & S Advisors
California
$1.43M +$1.43M +20,476 New
LC
49
Legacy CG
Texas
$1.39M +$13.1K +188 +1%
AI
50
Atria Investments
North Carolina
$1.38M +$232K +3,313 +20%
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