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SPDR MSCI EAFE StrategicFactors ETF
QEFA

Overview Fund Activity

110 hedge funds and large institutions have $965M invested in SPDR MSCI EAFE StrategicFactors ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
16
Increased
52
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$287M
2
Jane Street
2
Jane Street
New York
$43.6M
3
IDA
3
Intelligence Driven Advisers
California
$72M
4
LPL Financial
4
LPL Financial
California
$64.8M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$11.2M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.67M
2
OWM
2
Orgel Wealth Management
Wisconsin
$792K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$134K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
IA
5
IFP Advisors
Florida
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSW
51
Journey Strategic Wealth
New Jersey
$1.35M +$87.5K +1,251 +7%
KAS
52
Kestra Advisory Services
Texas
$1.29M +$1.29M +18,507 New
WWM
53
Western Wealth Management
Colorado
$1.27M +$12.6K +180 +1%
EW
54
Element Wealth
Mississippi
$1.22M -$9.93K -142 -0.8%
MML Investors Services
55
MML Investors Services
Massachusetts
$1.16M +$166K +2,368 +17%
IWC
56
Integrated Wealth Concepts
Massachusetts
$1.01M +$774K +11,069 +333%
NL
57
NVWM LLC
Pennsylvania
$958K +$958K +13,703 New
CAL
58
Capital Advisors Ltd
Ohio
$904K – – –
CWM
59
Cornerstone Wealth Management
Missouri
$901K +$251K +3,594 +39%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$895K +$172K +2,467 +24%
PA
61
PFG Advisors
Arizona
$810K +$155K +2,219 +24%
OWM
62
Orgel Wealth Management
Wisconsin
$792K -$16.2M -231,319 -95%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$746K +$471K +6,737 +171%
TA
64
TFB Advisors
Kansas
$538K +$538K +7,691 New
ISWM
65
Independent Solutions Wealth Management
New York
$500K -$6.71K -96 -1%
GIA
66
Gladstone Institutional Advisory
Florida
$471K -$220K -3,145 -32%
WCM
67
Wealthcare Capital Management
Virginia
$469K -$20.1K -287 -4%
KFGK
68
Keystone Financial Group (Kentucky)
Kentucky
$455K +$455K +6,505 New
Prudential Financial
69
Prudential Financial
New Jersey
$435K +$28.6K +409 +7%
ML
70
McAdam LLC
Pennsylvania
$407K +$3.15K +45 +0.8%
SWP
71
Stratos Wealth Partners
Ohio
$407K +$71.3K +1,020 +21%
PGAM
72
Princeton Global Asset Management
New Jersey
$402K – – –
WCFA
73
Walkner Condon Financial Advisors
Wisconsin
$395K +$395K +5,655 New
Betterment LLC
74
Betterment LLC
New York
$367K +$112K +1,606 +44%
WA
75
Win Advisors
Florida
$287K +$287K +5,260 New
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