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SPDR MSCI EAFE StrategicFactors ETF
QEFA

Overview Fund Activity

110 hedge funds and large institutions have $805M invested in SPDR MSCI EAFE StrategicFactors ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-9
Holders Change %
-7.56%
% of All Funds
1.6%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
9
Increased
38
Reduced
46
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ES
1
Eagle Strategies
New York
$7.19M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.77M
3
Morgan Stanley
3
Morgan Stanley
New York
$102M
4
FEG
4
Financial Enhancement Group
Indiana
$33.8M
5
LPL Financial
5
LPL Financial
California
$61.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.11M
2
FHB
2
First Hawaiian Bank
Hawaii
$16.9M
3
OMC
3
Old Mission Capital
Illinois
$0
4
MFG
4
Merit Financial Group
Georgia
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$36.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$334K -$520K -6,950 -61%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$329K -$24.3K -325 -7%
PTC
78
Private Trust Company
Ohio
$328K -$12K -161 -4%
PGAM
79
Princeton Global Asset Management
New Jersey
$327K -$9.87K -132 -3%
OWM
80
Orgel Wealth Management
Wisconsin
$322K +$29.5K +395 +10%
MWM
81
Maripau Wealth Management
Indiana
$302K +$8.75K +117 +3%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$274K +$225K +3,007 +460%
VA
83
Valmark Advisers
Ohio
$248K +$248K +3,320 New
IWC
84
Integrated Wealth Concepts
Massachusetts
$239K -$20.2K -270 -8%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$230K -$11.4K -153 -5%
WA
86
Waddell & Associates
Tennessee
$224K – – –
SW
87
Simplicity Wealth
New Jersey
$210K +$210K +2,808 New
FAIM
88
Financial Advocates Investment Management
Washington
$207K -$13.3K -178 -6%
SWM
89
Seed Wealth Management
Illinois
$202K – – –
AssetMark Inc
90
AssetMark Inc
California
$197K -$7.1K -95 -3%
AA
91
Addison Advisors
Vermont
$122K – – –
FHA
92
First Horizon Advisors
Tennessee
$113K -$8.89K -119 -7%
CIA
93
Cape Investment Advisory
Georgia
$97.7K – – –
NS
94
NBC Securities
Alabama
$71K -$223 -3 -0.3%
CA
95
Continuum Advisory
Idaho
$55.2K – – –
AF
96
Advisornet Financial
Minnesota
$50.6K – – –
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$46.5K +$46.5K +622 New
CA
98
CoreCap Advisors
Michigan
$35.1K -$4.19K -56 -11%
US Bancorp
99
US Bancorp
Minnesota
$30.8K – – –
PA
100
Parallel Advisors
California
$25.9K – – –
2 3
4
5 6