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State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA

121 hedge funds and large institutions have $840M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 48 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

9% more funds holding

Funds holding: 111 → 121 (+10)

4% more capital invested

Capital invested by funds: $807M → $840M (+$32.3M)

1.01% less ownership

Funds ownership: 87.03% → 86.02% (-1%)

25% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 48

Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
1.74%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
16
Increased
36
Reduced
48
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HPC
Hobart Private Capital
North Carolina
+$6.23M
2
NA
NewEdge Advisors
Louisiana
+$4.95M
3
GVAG
Great Valley Advisor Group
Delaware
+$3.91M
4
MFG
Merit Financial Group
Georgia
+$3.5M
5
PAG
Private Advisor Group
New Jersey
+$3.01M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$20.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.66M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.62M
4
FHB
First Hawaiian Bank
Hawaii
-$1.98M
5
Jane Street
Jane Street
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$440K +$425K +5,473 New
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$417K +$60.3K +777 +18%
Prudential Financial
78
Prudential Financial
New Jersey
$384K -$105K -1,353 -22%
TA
79
TFB Advisors
Kansas
$378K – – –
PTC
80
Private Trust Company
Ohio
$353K – – –
Citadel Advisors
81
Citadel Advisors
Florida
$347K -$5.66M -72,896 -94%
OWM
82
Orgel Wealth Management
Wisconsin
$347K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$331K -$27.5K -354 -8%
SAW
84
Signal Advisors Wealth
Michigan
$324K +$313K +4,030 New
PGAM
85
Princeton Global Asset Management
New Jersey
$281K -$68.3K -880 -20%
VA
86
Valmark Advisers
Ohio
$267K – – –
MNA
87
Manning & Napier Advisors
New York
$264K +$255K +3,283 New
AssetMark Inc
88
AssetMark Inc
California
$256K +$42.3K +545 +21%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$248K – – –
WA
90
Waddell & Associates
Tennessee
$241K – – –
SW
91
Simplicity Wealth
New Jersey
$226K – – –
WN
92
Williams & Novak
California
$225K +$217K +2,793 New
FAIM
93
Financial Advocates Investment Management
Washington
$223K – – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$212K -$79.8K -1,028 -28%
CPW
95
Catalyst Private Wealth
California
$211K +$203K +2,617 New
SWM
96
Seed Wealth Management
Illinois
$209K -$7.76K -100 -4%
CWM
97
Collaborative Wealth Management
Florida
$209K +$201K +2,594 New
Truist Financial
98
Truist Financial
North Carolina
$203K +$196K +2,526 New
FHA
99
First Horizon Advisors
Tennessee
$121K – – –
AA
100
Addison Advisors
Vermont
$121K -$9.7K -125 -8%
2 3
4
5 6

QEFA Hedge Fund Activity: Q3 2024 in Review

121 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q3 2024, worth a combined $840M — up 4% from $807M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new QEFA positions and 5 closed out — a net gain of 11 holders — while 36 added to existing stakes and 48 trimmed.

The largest buyer was Hobart Private Capital, adding an estimated $6.23M. The largest seller was Ameriprise, cutting an estimated $20.2M.

  • 121 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q3 2024, up from 111 in Q2 2024.
  • Funds reported $840M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q3 2024, up 4% quarter-over-quarter.
  • 16 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q3 2024 and 5 closed out, a net change of +11 holders.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q3 2024 was Hobart Private Capital, an estimated $6.23M added.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q3 2024 was Ameriprise, an estimated $20.2M sold.

Based on aggregated 13F filings for Q3 2024.