We are live on ! Find out more
QEFA icon

State Street SPDR MSCI EAFE StrategicFactors ETF

115 hedge funds and large institutions have $929M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

14% more capital invested

Capital invested by funds: $815M → $929M (+$113M)

11.46% more ownership

Funds ownership: 87%98.46% (+11%)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2% more funds holding

Funds holding: 113115 (+2)

18% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 45

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.68%
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
37
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
126
HHM Wealth Advisors
Tennessee
-$6.3K -94 Closed
IPW
127
Impact Partnership Wealth
Georgia
-$4.29K -64 Closed
CWP
128
Concord Wealth Partners
Virginia
-$1.81K -27 Closed
HI
129
Harbour Investments
Wisconsin
-$737 -11 Closed

QEFA Hedge Fund Activity: Q4 2023 in Review

115 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q4 2023, worth a combined $929M — up 14% from $815M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new QEFA positions and 14 closed out — a net gain of 2 holders — while 37 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83M. The largest seller was Ameriprise, cutting an estimated $39.5M.

  • 115 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q4 2023, up from 113 in Q3 2023.
  • Funds reported $929M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 16 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q4 2023 and 14 closed out, a net change of +2 holders.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q4 2023 was Morgan Stanley, an estimated $83M added.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q4 2023 was Ameriprise, an estimated $39.5M sold.

Based on aggregated 13F filings for Q4 2023.