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State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA

119 hedge funds and large institutions have $855M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

3% more funds holding

Funds holding: 115 → 119 (+4)

2% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 42

8% less capital invested

Capital invested by funds: $929M → $855M (-$73.8M)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

10.56% less ownership

Funds ownership: 98.46% → 87.9% (-11%)

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
1.71%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
17
Increased
43
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$8.69M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.62M
3
OMC
Old Mission Capital
Illinois
+$4.44M
4
MFG
Merit Financial Group
Georgia
+$4.37M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.22M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$85.9M
2
ES
Eagle Strategies
New York
-$21.9M
3
Ameriprise
Ameriprise
Minnesota
-$14.7M
4
IA
IFG Advisory
Georgia
-$5.39M
5
FHB
First Hawaiian Bank
Hawaii
-$4.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$7.47M +$131K +1,772 +2%
LA
27
Lane & Associates
New Jersey
$6.96M +$64K +868 +1%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$6.9M +$4.62M +62,590 +222%
EPW
29
Evergreen Private Wealth
Colorado
$6.21M +$874K +11,858 +17%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$5.47M -$1.06M -14,359 -17%
LWMG
31
Levy Wealth Management Group
Pennsylvania
$5.37M – – –
EH
32
Equitable Holdings
New York
$5.1M -$417K -5,658 -8%
NP
33
NorthRock Partners
Minnesota
$5.09M -$2.09M -28,377 -30%
NA
34
NewEdge Advisors
Louisiana
$5M -$300K -4,069 -6%
SMA
35
Sage Mountain Advisors
Georgia
$4.75M -$8.63K -117 -0.2%
JWWM
36
Johnson & White Wealth Management
Pennsylvania
$4.71M -$225K -3,050 -5%
MFG
37
Merit Financial Group
Georgia
$4.47M +$4.37M +59,221 New
BC
38
Brio Consultants
California
$4.35M -$172K -2,333 -4%
MML Investors Services
39
MML Investors Services
Massachusetts
$3.87M +$1.02M +13,853 +37%
SFP
40
Sweet Financial Partners
Minnesota
$3.65M +$10.1K +137 +0.3%
FTUS
41
Flow Traders U.S.
New York
$3.36M -$845K -11,458 -21%
HighTower Advisors
42
HighTower Advisors
Illinois
$3.17M +$204K +2,771 +7%
1IA
43
1620 Investment Advisors
Massachusetts
$3.16M +$92K +1,248 +3%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$3.11M +$115K +1,555 +4%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$3M -$2.27M -30,809 -44%
GWM
46
Geneos Wealth Management
Colorado
$2.68M -$177K -2,404 -6%
WSWA
47
Warren Street Wealth Advisors
California
$2.61M -$23.7K -322 -0.9%
IWM
48
IHT Wealth Management
Illinois
$2.56M – – –
JSW
49
Journey Strategic Wealth
New Jersey
$2.06M +$137K +1,858 +7%
WWM
50
Western Wealth Management
Colorado
$1.57M +$168K +2,282 +12%
1
2
3 4 5

QEFA Hedge Fund Activity: Q1 2024 in Review

119 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q1 2024, worth a combined $855M — down 7.9% from $929M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new QEFA positions and 12 closed out — a net gain of 5 holders — while 43 added to existing stakes and 42 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $8.69M. The largest seller was Morgan Stanley, cutting an estimated $85.9M.

  • 119 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q1 2024, up from 115 in Q4 2023.
  • Funds reported $855M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q1 2024, down 7.9% quarter-over-quarter.
  • 17 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q1 2024 and 12 closed out, a net change of +5 holders.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q1 2024 was Aptus Capital Advisors, an estimated $8.69M added.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q1 2024 was Morgan Stanley, an estimated $85.9M sold.

Based on aggregated 13F filings for Q1 2024.