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SPDR MSCI EAFE StrategicFactors ETF
QEFA

Overview Fund Activity

75 hedge funds and large institutions have $636M invested in SPDR MSCI EAFE StrategicFactors ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
1.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
6
Increased
41
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$16.3M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$10.8M
3
SMG
Smart Money Group
Texas
+$9.41M
4
Morgan Stanley
Morgan Stanley
New York
+$5.98M
5
FAIM
Financial Advocates Investment Management
Washington
+$4.8M

Top Sellers

1
AFM
Andesa Financial Management
Pennsylvania
-$3.28M
2
CWM
Cornerstone Wealth Management
Missouri
-$800K
3
Citadel Advisors
Citadel Advisors
Florida
-$506K
4
SMA
Sage Mountain Advisors
Georgia
-$414K
5
Osaic Holdings
Osaic Holdings
Arizona
-$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
ISWM
51
Independent Solutions Wealth Management
New York
$331K +$5.41K +72 +2%
FWM
52
Frontier Wealth Management
Missouri
$296K – – –
GSWM
53
Golden State Wealth Management
California
$281K – – –
CPW
54
Catalyst Private Wealth
California
$275K – – –
TIM
55
Thompson Investment Management
Wisconsin
$237K +$15.3K +204 +7%
NA
56
NewEdge Advisors
Louisiana
$230K -$1.13K -15 -0.5%
WA
57
Waddell & Associates
Tennessee
$225K +$225K +3,000 New
FHA
58
Flagship Harbor Advisors
Massachusetts
$212K – – –
AAS
59
Avantax Advisory Services
Texas
$205K – – –
RJA
60
Raymond James & Associates
Florida
$203K – – –
UBS Group
61
UBS Group
Switzerland
$176K +$162K +2,161 +1,156%
Citigroup
62
Citigroup
New York
$164K – – –
GWM
63
Geneos Wealth Management
Colorado
$118K +$747 +10 +0.6%
APA
64
American Portfolios Advisors
New York
$109K – – –
Wells Fargo
65
Wells Fargo
California
$99K -$600 -8 -0.6%
GRP
66
Global Retirement Partners
California
$91K +$42.5K +564 +87%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$91K +$69.7K +924 +328%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$61K +$56.5K +747 +1,245%
PA
69
Parallel Advisors
California
$35K +$20K +269 +134%
HI
70
Hudock Inc
Pennsylvania
$15K – – –
SWM
71
Spire Wealth Management
Virginia
$9K – – –
RG
72
Retirement Group
California
$8K – – –
BlackRock
73
BlackRock
New York
$2K -$7.81K -82 -80%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$2K – – –
Bessemer Group
75
Bessemer Group
New Jersey
$2K +$2K +20 New
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