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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 %
LW
76
Linscomb Wealth
Texas
$217K – – –
WA
77
Waddell & Associates
Tennessee
$208K +$208K +3,000 New
AssetMark Inc
78
AssetMark Inc
California
$137K +$64K +923 +88%
FHA
79
First Horizon Advisors
Tennessee
$126K – – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$115K -$13.2K -191 -10%
AA
81
Addison Advisors
Vermont
$102K -$6.93K -100 -6%
CIA
82
Cape Investment Advisory
Georgia
$90.7K +$90.7K +1,308 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$70.6K – – –
Citigroup
84
Citigroup
New York
$63.6K – – –
AF
85
Advisornet Financial
Minnesota
$46.9K -$581K -8,384 -93%
CSPIA
86
Cary Street Partners Investment Advisory
Virginia
$36.8K – – –
Wells Fargo
87
Wells Fargo
California
$33K – – –
PA
88
Parallel Advisors
California
$31.3K +$3.12K +45 +11%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$31.1K +$31.1K +449 New
US Bancorp
90
US Bancorp
Minnesota
$29K +$485 +7 +2%
GM
91
GeoWealth Management
Illinois
$26K +$26K +365 New
AF
92
Allworth Financial
California
$22.6K – – –
UBS Group
93
UBS Group
Switzerland
$17.8K +$17.8K +257 New
CFGS
94
Concourse Financial Group Securities
Alabama
$13.7K +$2.5K +36 +22%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$8.82K +$57 +819 +0.6%
SWM
96
Spire Wealth Management
Virginia
$8.46K -$20.9K -302 -71%
RG
97
Retirement Group
California
$8K – – –
HWA
98
HHM Wealth Advisors
Tennessee
$6.52K +$6.52K +94 New
BAM
99
Belpointe Asset Management
Nevada
$5.06K – – –
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$2.22K – – –
1 2 3
4
5