QEFA icon

SPDR MSCI EAFE StrategicFactors ETF
QEFA

Overview Fund Activity

119 hedge funds and large institutions have $855M invested in 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
Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
1.72%
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
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$8.97M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.76M
3
OMC
Old Mission Capital
Illinois
+$4.58M
4
MFG
Merit Financial Group
Georgia
+$4.47M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.33M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$88.6M
2
ES
Eagle Strategies
New York
-$22.6M
3
Ameriprise
Ameriprise
Minnesota
-$15.2M
4
IA
IFG Advisory
Georgia
-$5.39M
5
FHB
First Hawaiian Bank
Hawaii
-$4.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
76
Prudential Financial
New Jersey
$484K -$17.1K -225 -3%
KFGK
77
Keystone Financial Group (Kentucky)
Kentucky
$482K – – –
Baird Financial Group
78
Baird Financial Group
Wisconsin
$381K +$381K +5,001 New
TA
79
TFB Advisors
Kansas
$363K +$112K +1,521 +45%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$360K +$360K +4,733 New
VF
81
Virtu Financial
New York
$358K +$358K +4,711 New
PTC
82
Private Trust Company
Ohio
$346K +$22.8K +300 +7%
PGAM
83
Princeton Global Asset Management
New Jersey
$343K -$69.7K -916 -17%
MWM
84
Maripau Wealth Management
Indiana
$299K -$13K -171 -4%
OWM
85
Orgel Wealth Management
Wisconsin
$298K – – –
UBS Group
86
UBS Group
Switzerland
$281K -$4.28M -56,295 -94%
IWC
87
Integrated Wealth Concepts
Massachusetts
$264K -$149K -1,965 -36%
WIA
88
World Investment Advisors
California
$255K +$255K +3,357 New
BAG
89
Bridgewealth Advisory Group
California
$249K – – –
RJFSA
90
Raymond James Financial Services Advisors
Florida
$246K -$85.3K -1,121 -26%
WA
91
Waddell & Associates
Tennessee
$228K – – –
CAN
92
Cetera Advisor Networks
California
$227K -$761 -10 -0.3%
FAIM
93
Financial Advocates Investment Management
Washington
$224K +$224K +2,946 New
AssetMark Inc
94
AssetMark Inc
California
$208K -$457 -6 -0.2%
SWM
95
Seed Wealth Management
Illinois
$205K +$205K +2,700 New
RFN
96
Redwood Financial Network
Ohio
$203K +$203K +2,662 New
AA
97
Addison Advisors
Vermont
$124K -$380 -5 -0.3%
FHA
98
First Horizon Advisors
Tennessee
$124K – – –
Wells Fargo
99
Wells Fargo
California
$100K +$14.4K +189 +17%
CIA
100
Cape Investment Advisory
Georgia
$99.5K – – –
2 3
4
5 6