We are live on ! Find out more
QEFA icon

State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA

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: 115 → 119 (+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: 12 → 11 (-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
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$8.69M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.62M
3
OMC
Old Mission Capital
Illinois
+$4.44M
4
MFG
Merit Financial Group
Georgia
+$4.37M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.22M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$85.9M
2
ES
Eagle Strategies
New York
-$21.9M
3
Ameriprise
Ameriprise
Minnesota
-$14.7M
4
IA
IFG Advisory
Georgia
-$5.39M
5
FHB
First Hawaiian Bank
Hawaii
-$4.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
76
Prudential Financial
New Jersey
$484K -$16.6K -225 -3%
KFGK
77
Keystone Financial Group (Kentucky)
Kentucky
$482K – – –
Baird Financial Group
78
Baird Financial Group
Wisconsin
$381K +$369K +5,001 New
TA
79
TFB Advisors
Kansas
$363K +$112K +1,521 +45%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$360K +$349K +4,733 New
VF
81
Virtu Financial
New York
$358K +$347K +4,711 New
PTC
82
Private Trust Company
Ohio
$346K +$22.1K +300 +7%
PGAM
83
Princeton Global Asset Management
New Jersey
$343K -$67.6K -916 -17%
MWM
84
Maripau Wealth Management
Indiana
$299K -$12.6K -171 -4%
OWM
85
Orgel Wealth Management
Wisconsin
$298K – – –
UBS Group
86
UBS Group
Switzerland
$281K -$4.15M -56,295 -94%
IWC
87
Integrated Wealth Concepts
Massachusetts
$264K -$145K -1,965 -36%
WIA
88
World Investment Advisors
California
$255K +$248K +3,357 New
BAG
89
Bridgewealth Advisory Group
California
$249K – – –
RJFSA
90
Raymond James Financial Services Advisors
Florida
$246K -$82.7K -1,121 -26%
WA
91
Waddell & Associates
Tennessee
$228K – – –
CAN
92
Cetera Advisor Networks
California
$227K -$737 -10 -0.3%
FAIM
93
Financial Advocates Investment Management
Washington
$224K +$217K +2,946 New
AssetMark Inc
94
AssetMark Inc
California
$208K -$442 -6 -0.2%
SWM
95
Seed Wealth Management
Illinois
$205K +$199K +2,700 New
RFN
96
Redwood Financial Network
Ohio
$203K +$196K +2,662 New
AA
97
Addison Advisors
Vermont
$124K -$369 -5 -0.3%
FHA
98
First Horizon Advisors
Tennessee
$124K – – –
Wells Fargo
99
Wells Fargo
California
$100K +$13.9K +189 +17%
CIA
100
Cape Investment Advisory
Georgia
$99.5K – – –
2 3
4
5 6

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.