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SPDR MSCI EAFE StrategicFactors ETF
QEFA

Overview Fund Activity

115 hedge funds and large institutions have $929M invested in SPDR MSCI EAFE StrategicFactors ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
16
Increased
37
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$88.3M
2
ES
Eagle Strategies
New York
+$22.2M
3
NP
NorthRock Partners
Minnesota
+$6.96M
4
UBS Group
UBS Group
Switzerland
+$4.26M
5
LPL Financial
LPL Financial
California
+$3.91M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$42M
2
IDA
Intelligence Driven Advisers
California
-$15.7M
3
Jane Street
Jane Street
New York
-$8.9M
4
OMC
Old Mission Capital
Illinois
-$8.5M
5
Bank of America
Bank of America
North Carolina
-$5.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
ARQ Wealth Advisors
Arizona
$6.51M +$637K +8,710 +11%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$6.3M -$554K -7,578 -8%
IA
28
IFG Advisory
Georgia
$5.39M +$1.16M +15,846 +27%
LWMG
29
Levy Wealth Management Group
Pennsylvania
$5.37M -$231K -3,165 -4%
EH
30
Equitable Holdings
New York
$5.31M -$994K -13,605 -16%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$5.14M +$1.25M +17,145 +32%
EPW
32
Evergreen Private Wealth
Colorado
$5.1M +$5.1M +69,755 New
NA
33
NewEdge Advisors
Louisiana
$5.02M -$5.43M -75,429 -52%
JWWM
34
Johnson & White Wealth Management
Pennsylvania
$4.74M -$89.7K -1,227 -2%
SMA
35
Sage Mountain Advisors
Georgia
$4.57M -$233K -3,183 -5%
UBS Group
36
UBS Group
Switzerland
$4.38M +$4.26M +58,233 +3,316%
BC
37
Brio Consultants
California
$4.35M +$695K +9,509 +19%
FTUS
38
Flow Traders U.S.
New York
$4.07M +$187K +2,555 +5%
SFP
39
Sweet Financial Partners
Minnesota
$3.5M +$176K +2,410 +5%
OMC
40
Old Mission Capital
Illinois
$3.04M -$8.5M -116,345 -74%
1IA
41
1620 Investment Advisors
Massachusetts
$2.95M +$46.2K +632 +2%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$2.88M +$2.67M +36,548 +1,291%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.82M -$195K -2,686 -6%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$2.76M +$305K +4,168 +12%
GWM
45
Geneos Wealth Management
Colorado
$2.75M -$312K -4,274 -10%
MML Investors Services
46
MML Investors Services
Massachusetts
$2.7M +$1.41M +19,302 +109%
WSWA
47
Warren Street Wealth Advisors
California
$2.53M -$106K -1,455 -4%
IWM
48
IHT Wealth Management
Illinois
$2.46M +$9.14K +125 +0.4%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$2.06M -$1.29M -17,609 -38%
JSW
50
Journey Strategic Wealth
New Jersey
$1.84M +$280K +3,826 +18%
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