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SPDR MSCI EAFE StrategicFactors ETF
QEFA

Overview Fund Activity

105 hedge funds and large institutions have $867M invested in SPDR MSCI EAFE StrategicFactors ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+4
Holders Change %
+3.96%
% of All Funds
1.68%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
22
Increased
38
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$31.6M
2
HPC
Hobart Private Capital
North Carolina
+$9.36M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.18M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.49M
5
GVAG
Great Valley Advisor Group
Delaware
+$4.64M

Top Sellers

1
Jane Street
Jane Street
New York
-$52.8M
2
CI
CX Institutional
Indiana
-$14.6M
3
OMC
Old Mission Capital
Illinois
-$7.53M
4
FAIM
Financial Advocates Investment Management
Washington
-$5.26M
5
FSG
Financial Strategies Group
Michigan
-$3.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$1.14M +$1.14M +16,410 New
MML Investors Services
52
MML Investors Services
Massachusetts
$989K +$45.6K +658 +5%
CAL
53
Capital Advisors Ltd
Ohio
$896K – – –
RJFSA
54
Raymond James Financial Services Advisors
Florida
$717K +$413K +5,953 +136%
Citadel Advisors
55
Citadel Advisors
Florida
$696K +$696K +10,047 New
GIA
56
Gladstone Institutional Advisory
Florida
$685K -$268K -3,862 -28%
PA
57
PFG Advisors
Arizona
$650K +$650K +9,371 New
CWM
58
Cornerstone Wealth Management
Missouri
$644K +$644K +9,287 New
AWM
59
Apollon Wealth Management
South Carolina
$564K +$564K +8,137 New
ISWM
60
Independent Solutions Wealth Management
New York
$503K -$35.6K -513 -7%
WCM
61
Wealthcare Capital Management
Virginia
$484K -$21.2K -306 -4%
PFS
62
Prospera Financial Services
Texas
$478K +$478K +6,890 New
Prudential Financial
63
Prudential Financial
New Jersey
$403K -$14.6K -211 -3%
ML
64
McAdam LLC
Pennsylvania
$400K +$400K +5,771 New
PGAM
65
Princeton Global Asset Management
New Jersey
$398K – – –
SWP
66
Stratos Wealth Partners
Ohio
$332K -$27.6K -398 -8%
FAIM
67
Financial Advocates Investment Management
Washington
$307K -$5.26M -75,843 -94%
TIM
68
Thompson Investment Management
Wisconsin
$280K -$26.1K -376 -9%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$274K +$1.18K +17 +0.4%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$272K +$24.9K +360 +10%
CPW
71
Catalyst Private Wealth
California
$252K -$1.46K -21 -0.6%
Betterment LLC
72
Betterment LLC
New York
$252K +$252K +3,640 New
PTC
73
Private Trust Company
Ohio
$244K +$11.3K +163 +5%
CWM
74
Collaborative Wealth Management
Florida
$231K +$231K +3,330 New
IWC
75
Integrated Wealth Concepts
Massachusetts
$230K +$230K +3,323 New
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