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State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA

86 hedge funds and large institutions have $746M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

17% more capital invested

Capital invested by funds: $636M → $746M (+$110M)

13% more funds holding

Funds holding: 76 → 86 (+10)

3.55% more ownership

Funds ownership: 78.54% → 82.09% (+3.5%)

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.32%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
17
Increased
39
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$36M
2
NA
NewEdge Advisors
Louisiana
+$21.8M
3
Bank of America
Bank of America
North Carolina
+$12.8M
4
Morgan Stanley
Morgan Stanley
New York
+$8.75M
5
AWM
AE Wealth Management
Kansas
+$7.47M

Top Sellers

Rank Fund Capital Flow
1
FAIM
Financial Advocates Investment Management
Washington
-$4.8M
2
Jane Street
Jane Street
New York
-$1.6M
3
MA
Mutual Advisors
Nebraska
-$1.25M
4
EW
Element Wealth
Mississippi
-$779K
5
CWM
Cornerstone Wealth Management
Missouri
-$693K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
51
Western Wealth Management
Colorado
$677K +$676K +8,825 New
AF
52
Advisornet Financial
Minnesota
$651K +$13.3K +174 +2%
ACG
53
Allen Capital Group
Nebraska
$581K +$160K +2,093 +38%
PGAM
54
Princeton Global Asset Management
New Jersey
$521K +$22K +287 +4%
WCM
55
Wealthcare Capital Management
Virginia
$448K +$8.12K +106 +2%
MML Investors Services
56
MML Investors Services
Massachusetts
$380K -$4.21K -55 -1%
ISWM
57
Independent Solutions Wealth Management
New York
$337K -$1.23K -16 -0.4%
Prudential Financial
58
Prudential Financial
New Jersey
$326K -$42.5K -555 -12%
FWM
59
Frontier Wealth Management
Missouri
$302K – – –
GSWM
60
Golden State Wealth Management
California
$288K +$306 +4 +0.1%
RCM
61
Raleigh Capital Management
North Carolina
$282K +$282K +3,679 New
CPW
62
Catalyst Private Wealth
California
$281K – – –
TIM
63
Thompson Investment Management
Wisconsin
$243K +$689 +9 +0.3%
WA
64
Waddell & Associates
Tennessee
$230K – – –
CWM
65
Collaborative Wealth Management
Florida
$218K +$217K +2,836 New
GWM
66
Geneos Wealth Management
Colorado
$211K +$90.3K +1,180 +75%
RJA
67
Raymond James & Associates
Florida
$208K – – –
SWP
68
Stratos Wealth Partners
Ohio
$203K +$203K +2,650 New
LA
69
Latitude Advisors
Florida
$201K +$200K +2,614 New
Citigroup
70
Citigroup
New York
$137K -$31.3K -409 -19%
APA
71
American Portfolios Advisors
New York
$111K – – –
Wells Fargo
72
Wells Fargo
California
$101K -$77 -1 -0.1%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$72K -$20.5K -268 -22%
SFM
74
Signet Financial Management
New Jersey
$65K +$64.5K +843 New
SWM
75
Spire Wealth Management
Virginia
$56K +$46.2K +604 +495%
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QEFA Hedge Fund Activity: Q4 2021 in Review

86 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q4 2021, worth a combined $746M — up 17% from $636M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new QEFA positions and 5 closed out — a net gain of 12 holders — while 39 added to existing stakes and 19 trimmed.

The largest buyer was Ameriprise, adding an estimated $36M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $4.8M sold.

  • 86 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q4 2021, up from 76 in Q3 2021.
  • Funds reported $746M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q4 2021, up 17% quarter-over-quarter.
  • 17 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q4 2021 and 5 closed out, a net change of +12 holders.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q4 2021 was Ameriprise, an estimated $36M added.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q4 2021 was Financial Advocates Investment Management, an estimated $4.8M sold.

Based on aggregated 13F filings for Q4 2021.