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State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA

120 hedge funds and large institutions have $798M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

1.43% more ownership

Funds ownership: 86.02% → 87.45% (+1.4%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% less funds holding

Funds holding: 121 → 120 (-1)

5% less capital invested

Capital invested by funds: $840M → $798M (-$41.7M)

25% less funds holding in top 10

Funds holding in top 10: 12 → 9 (-3)

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.58%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
14
Increased
54
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$23.7M
2
IAA
Independent Advisor Alliance
North Carolina
+$9.34M
3
GVAG
Great Valley Advisor Group
Delaware
+$5.86M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.46M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$4.06M

Top Sellers

Rank Fund Capital Flow
1
IDA
Intelligence Driven Advisers
California
-$16.1M
2
AWA
Adapt Wealth Advisors
Georgia
-$1.8M
3
PAG
Private Advisor Group
New Jersey
-$1.58M
4
FHB
First Hawaiian Bank
Hawaii
-$1.23M
5
Bank of America
Bank of America
North Carolina
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$7.7M +$247K +3,236 +3%
ES
27
Eagle Strategies
New York
$6.44M +$236K +3,095 +4%
EPW
28
Evergreen Private Wealth
Colorado
$6.12M +$25.6K +336 +0.4%
EH
29
Equitable Holdings
New York
$5.18M +$371K +4,858 +7%
LA
30
Lane & Associates
New Jersey
$5.07M +$38.1K +500 +0.8%
BC
31
Brio Consultants
California
$5.02M +$303K +3,969 +6%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$4.15M +$4.06M +53,146 +1,292%
MML Investors Services
33
MML Investors Services
Massachusetts
$3.94M +$421K +5,515 +11%
SMA
34
Sage Mountain Advisors
Georgia
$3.82M -$433K -5,673 -10%
JWWM
35
Johnson & White Wealth Management
Pennsylvania
$3.78M -$354K -4,642 -8%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$3.6M -$186K -2,438 -5%
Jane Street
37
Jane Street
New York
$3.48M -$741K -9,710 -17%
HighTower Advisors
38
HighTower Advisors
Illinois
$3.19M +$135K +1,763 +4%
AWA
39
Adapt Wealth Advisors
Georgia
$3.18M -$1.8M -23,541 -35%
MFG
40
Merit Financial Group
Georgia
$3.06M -$226K -2,962 -7%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$2.88M +$673K +8,817 +29%
1IA
42
1620 Investment Advisors
Massachusetts
$2.71M -$410K -5,380 -13%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$2.41M -$542K -7,098 -18%
EFA
44
Edge Financial Advisors
Illinois
$2.33M +$13.2K +173 +0.5%
IWM
45
IHT Wealth Management
Illinois
$2.28M +$29.2K +383 +1%
JSW
46
Journey Strategic Wealth
New Jersey
$2.21M +$79.7K +1,045 +4%
WSWA
47
Warren Street Wealth Advisors
California
$2.21M -$107K -1,404 -4%
TC
48
TownSquare Capital
Utah
$2.18M +$436K +5,718 +23%
WWM
49
Western Wealth Management
Colorado
$1.85M +$141K +1,842 +8%
Osaic Holdings
50
Osaic Holdings
Arizona
$1.64M +$485K +6,350 +39%
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QEFA Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q4 2024, worth a combined $798M — down 5% from $840M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QEFA positions and 13 closed out — a net gain of 1 holder — while 54 added to existing stakes and 37 trimmed.

The largest buyer was Ameriprise, adding an estimated $23.7M. The largest seller was Intelligence Driven Advisers, cutting an estimated $16.1M.

  • 120 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q4 2024, down from 121 in Q3 2024.
  • Funds reported $798M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q4 2024, down 5% quarter-over-quarter.
  • 14 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q4 2024 and 13 closed out, a net change of +1 holder.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q4 2024 was Ameriprise, an estimated $23.7M added.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q4 2024 was Intelligence Driven Advisers, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2024.