State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
60 hedge funds and large institutions have $204M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
53% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 15
5% more funds holding
Funds holding: 57 → 60 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10.34% less ownership
Funds ownership: 74.58% → 64.25% (-10%)
22% less capital invested
Capital invested by funds: $262M → $204M (-$57.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$8.94M |
| 2 |
Morgan Stanley
New York
|
+$8.77M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$8.7M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$6.01M |
| 5 |
SCP
Syntal Capital Partners
Midland,
Texas
|
+$2.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$29.6M |
| 2 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$26.8M |
| 3 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$3.97M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.96M |
| 5 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
-$1.1M |
QEFA Hedge Fund Activity: Q1 2020 in Review
60 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q1 2020, worth a combined $204M — down 22% from $262M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new QEFA positions and 6 closed out — a net gain of 7 holders — while 23 added to existing stakes and 15 trimmed.
The largest buyer was Pasadena Private Wealth, opening a new position worth an estimated $8.94M. The largest seller was Ameriprise, cutting an estimated $29.6M.
- 60 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q1 2020, up from 57 in Q4 2019.
- Funds reported $204M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q1 2020, down 22% quarter-over-quarter.
- 13 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q1 2020 and 6 closed out, a net change of +7 holders.
- The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q1 2020 was Pasadena Private Wealth, an estimated $8.94M added.
- The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q1 2020 was Ameriprise, an estimated $29.6M sold.
Based on aggregated 13F filings for Q1 2020.