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State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA

115 hedge funds and large institutions have $929M invested in State Street 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

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

14% more capital invested

Capital invested by funds: $815M → $929M (+$113M)

11.46% more ownership

Funds ownership: 87% → 98.46% (+11%)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

2% more funds holding

Funds holding: 113 → 115 (+2)

18% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 45

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.68%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
16
Increased
37
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$83M
2
ES
Eagle Strategies
New York
+$20.9M
3
NP
NorthRock Partners
Minnesota
+$6.55M
4
UBS Group
UBS Group
Switzerland
+$4M
5
LPL Financial
LPL Financial
California
+$3.68M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$39.5M
2
IDA
Intelligence Driven Advisers
California
-$14.9M
3
Jane Street
Jane Street
New York
-$8.37M
4
OMC
Old Mission Capital
Illinois
-$8M
5
Bank of America
Bank of America
North Carolina
-$5.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
ARQ Wealth Advisors
Arizona
$6.51M +$599K +8,710 +11%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$6.3M -$521K -7,578 -8%
IA
28
IFG Advisory
Georgia
$5.39M +$1.09M +15,846 +27%
LWMG
29
Levy Wealth Management Group
Pennsylvania
$5.37M -$218K -3,165 -4%
EH
30
Equitable Holdings
New York
$5.31M -$935K -13,605 -16%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$5.14M +$1.18M +17,145 +32%
EPW
32
Evergreen Private Wealth
Colorado
$5.1M +$4.79M +69,755 New
NA
33
NewEdge Advisors
Louisiana
$5.02M -$5.18M -75,429 -52%
JWWM
34
Johnson & White Wealth Management
Pennsylvania
$4.74M -$84.3K -1,227 -2%
SMA
35
Sage Mountain Advisors
Georgia
$4.57M -$219K -3,183 -5%
UBS Group
36
UBS Group
Switzerland
$4.38M +$4M +58,233 +3,316%
BC
37
Brio Consultants
California
$4.35M +$654K +9,509 +19%
FTUS
38
Flow Traders U.S.
New York
$4.07M +$176K +2,555 +5%
SFP
39
Sweet Financial Partners
Minnesota
$3.5M +$166K +2,410 +5%
OMC
40
Old Mission Capital
Illinois
$3.04M -$8M -116,345 -74%
1IA
41
1620 Investment Advisors
Massachusetts
$2.95M +$43.4K +632 +2%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$2.88M +$2.51M +36,548 +1,291%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.82M -$185K -2,686 -6%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$2.76M +$286K +4,168 +12%
GWM
45
Geneos Wealth Management
Colorado
$2.75M -$294K -4,274 -10%
MML Investors Services
46
MML Investors Services
Massachusetts
$2.7M +$1.33M +19,302 +109%
WSWA
47
Warren Street Wealth Advisors
California
$2.53M -$100K -1,455 -4%
IWM
48
IHT Wealth Management
Illinois
$2.46M +$8.59K +125 +0.4%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$2.06M -$1.21M -17,609 -38%
JSW
50
Journey Strategic Wealth
New Jersey
$1.84M +$263K +3,826 +18%
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QEFA Hedge Fund Activity: Q4 2023 in Review

115 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q4 2023, worth a combined $929M — up 14% from $815M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new QEFA positions and 14 closed out — a net gain of 2 holders — while 37 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83M. The largest seller was Ameriprise, cutting an estimated $39.5M.

  • 115 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q4 2023, up from 113 in Q3 2023.
  • Funds reported $929M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 16 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q4 2023 and 14 closed out, a net change of +2 holders.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q4 2023 was Morgan Stanley, an estimated $83M added.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q4 2023 was Ameriprise, an estimated $39.5M sold.

Based on aggregated 13F filings for Q4 2023.