State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
57 hedge funds and large institutions have $262M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
62% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 13
16% more capital invested
Capital invested by funds: $226M → $262M (+$35.5M)
12% more funds holding
Funds holding: 51 → 57 (+6)
6.04% more ownership
Funds ownership: 68.55% → 74.58% (+6%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$28.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.33M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.58M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.49M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$3M |
| 2 |
Jane Street
New York
|
-$1.07M |
| 3 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$515K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$476K |
| 5 |
SCM
Stonehearth Capital Management
Danvers,
Massachusetts
|
-$284K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
51
Next Financial Group
Houston,
Texas
| $21K | – | – | – |
|
|
HI
52
Hudock Inc
Williamsport,
Pennsylvania
| $13K | – | – | – |
|
|
CIA
53
Cascade Investment Advisors
Oregon City,
Oregon
| $12.7K | – | – | – |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $12K | +$131 | +2 | +1% |
|
55
BlackRock
New York
| $8K | -$588 | -9 | -7% |
|
|
RG
56
Retirement Group
San Diego,
California
| $7K | +$6.59K | +101 | New |
|
57
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
58
Jane Street
New York
| – | -$1.07M | -16,964 | Closed |
|
|
SCM
59
Stonehearth Capital Management
Danvers,
Massachusetts
| – | -$284K | -4,501 | Closed |
|
|
CFD
60
Creative Financial Designs
Kokomo,
Indiana
| – | -$7K | -115 | Closed |
|
|
GSWM
61
Golden State Wealth Management
Santa Ana,
California
| – | -$7K | -110 | Closed |
|
62
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -31 | Closed |
|
63
Wells Fargo
San Francisco,
California
| – | +$65 | +1 | New |
|
QEFA Hedge Fund Activity: Q4 2019 in Review
57 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q4 2019, worth a combined $262M — up 16% from $226M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new QEFA positions and 5 closed out — a net gain of 7 holders — while 21 added to existing stakes and 13 trimmed.
The largest buyer was Johanson Financial Advisors, adding an estimated $28.3M. The largest seller was GeoWealth Management, cutting an estimated $3M.
- 57 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q4 2019, up from 51 in Q3 2019.
- Funds reported $262M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q4 2019, up 16% quarter-over-quarter.
- 12 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q4 2019 and 5 closed out, a net change of +7 holders.
- The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $28.3M added.
- The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q4 2019 was GeoWealth Management, an estimated $3M sold.
Based on aggregated 13F filings for Q4 2019.