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SPDR MSCI EAFE StrategicFactors ETF
QEFA

Overview Fund Activity

121 hedge funds and large institutions have $840M invested in SPDR MSCI EAFE StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
1.75%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
17
Increased
35
Reduced
48
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
Hobart Private Capital
North Carolina
$12.1M
2
NA
NewEdge Advisors
Louisiana
$10.6M
3
GVAG
Great Valley Advisor Group
Delaware
$42.2M
4
MFG
Merit Financial Group
Georgia
$3.63M
5
PAG
Private Advisor Group
New Jersey
$17.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$156M
2
Citadel Advisors
Citadel Advisors
Florida
$347K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.1M
4
FHB
First Hawaiian Bank
Hawaii
$16.2M
5
Jane Street
Jane Street
New York
$4.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPW
26
Evergreen Private Wealth
Colorado
$6.76M +$69.4K +862 +1%
AWA
27
Adapt Wealth Advisors
Georgia
$5.43M -$1.53M -18,991 -22%
EH
28
Equitable Holdings
New York
$5.36M -$707K -8,789 -12%
LA
29
Lane & Associates
New Jersey
$5.35M -$914K -11,353 -15%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$5.3M -$14.2K -176 -0.3%
BC
31
Brio Consultants
California
$5.25M +$339K +4,212 +7%
SMA
32
Sage Mountain Advisors
Georgia
$4.7M -$196K -2,431 -4%
Jane Street
33
Jane Street
New York
$4.64M -$1.94M -24,054 -29%
JWWM
34
Johnson & White Wealth Management
Pennsylvania
$4.58M -$258K -3,204 -5%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$4.17M -$124K -1,554 -3%
MML Investors Services
36
MML Investors Services
Massachusetts
$3.93M -$61.5K -764 -2%
SFP
37
Sweet Financial Partners
Minnesota
$3.86M – – –
MFG
38
Merit Financial Group
Georgia
$3.63M +$3.63M +45,094 New
1IA
39
1620 Investment Advisors
Massachusetts
$3.44M +$26K +323 +0.8%
HighTower Advisors
40
HighTower Advisors
Illinois
$3.4M +$15.1K +188 +0.4%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$3.24M +$76.8K +954 +2%
EFA
42
Edge Financial Advisors
Illinois
$2.57M +$2.57M +31,911 New
WSWA
43
Warren Street Wealth Advisors
California
$2.57M +$67.8K +843 +3%
IWM
44
IHT Wealth Management
Illinois
$2.5M – – –
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$2.49M -$498K -6,182 -17%
JSW
46
Journey Strategic Wealth
New Jersey
$2.37M +$191K +2,378 +9%
TC
47
TownSquare Capital
Utah
$1.96M +$1.35M +16,829 +222%
WWM
48
Western Wealth Management
Colorado
$1.9M +$187K +2,320 +11%
GWM
49
Geneos Wealth Management
Colorado
$1.81M -$22.1K -274 -1%
Betterment LLC
50
Betterment LLC
New York
$1.58M +$126K +1,570 +9%
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