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State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA

121 hedge funds and large institutions have $840M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 48 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

9% more funds holding

Funds holding: 111 → 121 (+10)

4% more capital invested

Capital invested by funds: $807M → $840M (+$32.3M)

1.01% less ownership

Funds ownership: 87.03% → 86.02% (-1%)

25% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 48

Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
1.74%
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
36
Reduced
48
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HPC
Hobart Private Capital
North Carolina
+$6.23M
2
NA
NewEdge Advisors
Louisiana
+$4.95M
3
GVAG
Great Valley Advisor Group
Delaware
+$3.91M
4
MFG
Merit Financial Group
Georgia
+$3.5M
5
PAG
Private Advisor Group
New Jersey
+$3.01M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$20.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.66M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.62M
4
FHB
First Hawaiian Bank
Hawaii
-$1.98M
5
Jane Street
Jane Street
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
26
Evergreen Private Wealth
Colorado
$6.76M +$66.9K +862 +1%
AWA
27
Adapt Wealth Advisors
Georgia
$5.43M -$1.47M -18,991 -22%
EH
28
Equitable Holdings
New York
$5.36M -$682K -8,789 -12%
LA
29
Lane & Associates
New Jersey
$5.35M -$881K -11,353 -15%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$5.3M -$13.7K -176 -0.3%
BC
31
Brio Consultants
California
$5.25M +$327K +4,212 +7%
SMA
32
Sage Mountain Advisors
Georgia
$4.7M -$189K -2,431 -4%
Jane Street
33
Jane Street
New York
$4.64M -$1.87M -24,054 -29%
JWWM
34
Johnson & White Wealth Management
Pennsylvania
$4.58M -$249K -3,204 -5%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$4.17M -$121K -1,554 -3%
MML Investors Services
36
MML Investors Services
Massachusetts
$3.93M -$59.3K -764 -2%
SFP
37
Sweet Financial Partners
Minnesota
$3.86M – – –
MFG
38
Merit Financial Group
Georgia
$3.63M +$3.5M +45,094 New
1IA
39
1620 Investment Advisors
Massachusetts
$3.44M +$25.1K +323 +0.8%
HighTower Advisors
40
HighTower Advisors
Illinois
$3.4M +$14.6K +188 +0.4%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$3.24M +$74K +954 +2%
EFA
42
Edge Financial Advisors
Illinois
$2.57M +$418K +5,384 +20%
WSWA
43
Warren Street Wealth Advisors
California
$2.57M +$65.4K +843 +3%
IWM
44
IHT Wealth Management
Illinois
$2.5M – – –
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$2.49M -$480K -6,182 -17%
JSW
46
Journey Strategic Wealth
New Jersey
$2.37M +$184K +2,378 +9%
TC
47
TownSquare Capital
Utah
$1.96M +$1.31M +16,829 +222%
WWM
48
Western Wealth Management
Colorado
$1.9M +$180K +2,320 +11%
GWM
49
Geneos Wealth Management
Colorado
$1.81M -$21.3K -274 -1%
Betterment LLC
50
Betterment LLC
New York
$1.57M +$122K +1,570 +9%
1
2
3 4 5

QEFA Hedge Fund Activity: Q3 2024 in Review

121 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q3 2024, worth a combined $840M — up 4% from $807M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new QEFA positions and 5 closed out — a net gain of 11 holders — while 36 added to existing stakes and 48 trimmed.

The largest buyer was Hobart Private Capital, adding an estimated $6.23M. The largest seller was Ameriprise, cutting an estimated $20.2M.

  • 121 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q3 2024, up from 111 in Q2 2024.
  • Funds reported $840M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q3 2024, up 4% quarter-over-quarter.
  • 16 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q3 2024 and 5 closed out, a net change of +11 holders.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q3 2024 was Hobart Private Capital, an estimated $6.23M added.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q3 2024 was Ameriprise, an estimated $20.2M sold.

Based on aggregated 13F filings for Q3 2024.