QEFA icon

SPDR MSCI EAFE StrategicFactors ETF

125 hedge funds and large institutions have $743M invested in SPDR MSCI EAFE StrategicFactors ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $798M → $743M (-$54.8M)

33% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 54

Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
26
Evergreen Private Wealth
Colorado
$7.77M
ES
27
Eagle Strategies
New York
$6.31M
BC
28
Brio Consultants
California
$6.1M
LA
29
Lane & Associates
New Jersey
$5.12M
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$4.52M
HighTower Advisors
31
HighTower Advisors
Illinois
$4.23M
MML Investors Services
32
MML Investors Services
Massachusetts
$3.89M
SMA
33
Sage Mountain Advisors
Georgia
$3.87M
FFA
34
Farther Finance Advisors
California
$3.8M
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$3.75M
JWWM
36
Johnson & White Wealth Management
Pennsylvania
$3.62M
AWA
37
Adapt Wealth Advisors
Georgia
$3.36M
1IA
38
1620 Investment Advisors
Massachusetts
$3.05M
WA
39
Win Advisors
Florida
$2.63M
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$2.55M
IWM
41
IHT Wealth Management
Illinois
$2.49M
WSWA
42
Warren Street Wealth Advisors
California
$2.48M
TC
43
TownSquare Capital
Utah
$2.45M
JSW
44
Journey Strategic Wealth
New Jersey
$2.44M
Osaic Holdings
45
Osaic Holdings
Arizona
$2.25M
GWM
46
Geneos Wealth Management
Colorado
$1.9M
WWM
47
Western Wealth Management
Colorado
$1.89M
PA
48
PFG Advisors
Arizona
$1.83M
Betterment LLC
49
Betterment LLC
New York
$1.81M
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$1.77M