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State Street SPDR MSCI EAFE StrategicFactors ETF

119 hedge funds and large institutions have $855M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

3% more funds holding

Funds holding: 115119 (+4)

2% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 42

8% less capital invested

Capital invested by funds: $929M → $855M (-$73.8M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

10.56% less ownership

Funds ownership: 98.46%87.9% (-11%)

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
1.71%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
17
Increased
43
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
Mutual Advisors
Nebraska
$1.49M +$24K +326 +2%
LSA
52
L & S Advisors
California
$1.38M +$23.3K +316 +2%
EW
53
Element Wealth
Mississippi
$1.34M -$1.48K -20 -0.1%
PA
54
PFG Advisors
Arizona
$1.32M +$149K +2,022 +13%
EFA
55
Edge Financial Advisors
Illinois
$1.14M +$1.11M +15,028 New
CAL
56
Capital Advisors Ltd
Ohio
$1.11M +$121K +1,644 +13%
NL
57
NVWM LLC
Pennsylvania
$1.07M -$1.33K -18 -0.1%
Betterment LLC
58
Betterment LLC
New York
$1.05M +$277K +3,759 +37%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$1.05M +$856K +11,602 +535%
CWM
60
Cornerstone Wealth Management
Missouri
$987K +$13.1K +177 +1%
GM
61
GeoWealth Management
Illinois
$983K +$12.8K +173 +1%
Osaic Holdings
62
Osaic Holdings
Arizona
$957K -$359K -4,864 -28%
Citadel Advisors
63
Citadel Advisors
Florida
$936K -$413K -5,598 -31%
VFPW
64
Vantage Financial Partners (Wisconsin)
Wisconsin
$897K +$47K +638 +6%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$869K -$1.94M -26,319 -70%
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$835K +$69K +936 +9%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$812K -$61.8K -838 -7%
ML
68
McAdam LLC
Pennsylvania
$731K +$260K +3,527 +58%
Mariner
69
Mariner
Kansas
$703K -$53K -719 -7%
WCFA
70
Walkner Condon Financial Advisors
Wisconsin
$700K +$63.4K +860 +10%
PAS
71
Park Avenue Securities
New York
$649K +$114K +1,542 +22%
SWP
72
Stratos Wealth Partners
Ohio
$640K +$16.5K +224 +3%
SAW
73
Signal Advisors Wealth
Michigan
$581K +$59.3K +804 +12%
ES
74
Eagle Strategies
New York
$565K -$21.9M -296,577 -98%
TC
75
TownSquare Capital
Utah
$533K +$517K +7,008 New

QEFA Hedge Fund Activity: Q1 2024 in Review

119 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q1 2024, worth a combined $855M — down 7.9% from $929M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new QEFA positions and 12 closed out — a net gain of 5 holders — while 43 added to existing stakes and 42 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $8.69M. The largest seller was Morgan Stanley, cutting an estimated $85.9M.

  • 119 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q1 2024, up from 115 in Q4 2023.
  • Funds reported $855M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q1 2024, down 7.9% quarter-over-quarter.
  • 17 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q1 2024 and 12 closed out, a net change of +5 holders.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q1 2024 was Aptus Capital Advisors, an estimated $8.69M added.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q1 2024 was Morgan Stanley, an estimated $85.9M sold.

Based on aggregated 13F filings for Q1 2024.