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SPDR MSCI EAFE StrategicFactors ETF

125 hedge funds and large institutions have $743M invested in SPDR MSCI EAFE StrategicFactors ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $798M → $743M (-$54.8M)

33% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 54

Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
76
Walkner Condon Financial Advisors
Wisconsin
$468K
HF
77
HRT Financial
New York
$421K
Creative Planning
78
Creative Planning
Kansas
$390K
KFGK
79
Keystone Financial Group (Kentucky)
Kentucky
$365K
AssetMark Inc
80
AssetMark Inc
California
$354K
TA
81
TFB Advisors
Kansas
$352K
WA
82
Waddell & Associates
Tennessee
$341K
OWM
83
Orgel Wealth Management
Wisconsin
$340K
Citadel Advisors
84
Citadel Advisors
Florida
$323K
MNA
85
Manning & Napier Advisors
New York
$295K
PTC
86
Private Trust Company
Ohio
$289K
OFG
87
Opulen Financial Group
Virginia
$288K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$277K
FPW
89
Flagship Private Wealth
Massachusetts
$271K
VA
90
Valmark Advisers
Ohio
$270K
GT
91
Glenmede Trust
Pennsylvania
$265K
VFPW
92
Vantage Financial Partners (Wisconsin)
Wisconsin
$256K
SW
93
Simplicity Wealth
New Jersey
$222K
AQR Capital Management
94
AQR Capital Management
Connecticut
$218K
CWM
95
Collaborative Wealth Management
Florida
$206K
FAIM
96
Financial Advocates Investment Management
Washington
$205K
PGAM
97
Princeton Global Asset Management
New Jersey
$196K
FHA
98
First Horizon Advisors
Tennessee
$119K
AA
99
Addison Advisors
Vermont
$113K
NS
100
NBC Securities
Alabama
$74K