State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
77 hedge funds and large institutions have $573M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 7 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 20
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
28% more capital invested
Capital invested by funds: $449M → $573M (+$125M)
3% more funds holding
Funds holding: 75 → 77 (+2)
1.06% more ownership
Funds ownership: 76.26% → 77.32% (+1.1%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$82.6M |
| 2 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$14.9M |
| 3 |
Morgan Stanley
New York
|
+$11.7M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.94M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$10.9M |
| 2 |
SMG
Smart Money Group
Eastland,
Texas
|
-$6.75M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$3.5M |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$3.03M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$1.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
SCA
77
Stonebridge Capital Advisors
St Paul,
Minnesota
| $1K | +$377 | +5 | +33% |
|
|
SMG
78
Smart Money Group
Eastland,
Texas
| – | -$6.75M | -93,644 | Closed |
|
|
FAIM
79
Financial Advocates Investment Management
Olympia,
Washington
| – | -$3.5M | -48,585 | Closed |
|
|
CFD
80
Creative Financial Designs
Kokomo,
Indiana
| – | -$3.03M | -42,065 | Closed |
|
|
CW
81
CreativeOne Wealth
Overland Park,
Kansas
| – | -$208K | -2,886 | Closed |
|
|
CT
82
Caldwell Trust
Venice,
Florida
| – | -$110K | -1,527 | Closed |
|
|
GM
83
GeoWealth Management
Chicago,
Illinois
| – | -$107K | -1,456 | Closed |
|
|
CL
84
COWA LLC
Tulsa,
Oklahoma
| – | -$86K | -1,170 | Closed |
|
QEFA Hedge Fund Activity: Q2 2021 in Review
77 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q2 2021, worth a combined $573M — up 28% from $449M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new QEFA positions and 7 closed out — a net gain of 2 holders — while 35 added to existing stakes and 20 trimmed.
The largest buyer was Ameriprise, adding an estimated $82.6M. The largest seller was Flow Traders U.S., cutting an estimated $10.9M.
- 77 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q2 2021, up from 75 in Q1 2021.
- Funds reported $573M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q2 2021, up 28% quarter-over-quarter.
- 9 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q2 2021 and 7 closed out, a net change of +2 holders.
- The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q2 2021 was Ameriprise, an estimated $82.6M added.
- The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q2 2021 was Flow Traders U.S., an estimated $10.9M sold.
Based on aggregated 13F filings for Q2 2021.