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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$8.69M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.62M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.44M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$4.37M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$85.9M |
| 2 |
ES
Eagle Strategies
New York
|
-$21.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.7M |
| 4 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$5.39M |
| 5 |
FHB
First Hawaiian Bank
Honolulu,
Hawaii
|
-$4.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPW
126
Catalyst Private Wealth
San Mateo,
California
| – | -$221K | -3,019 | Closed |
|
|
LW
127
Linscomb Wealth
Houston,
Texas
| – | -$205K | -2,810 | Closed |
|
128
Citigroup
New York
| – | -$21.9K | -300 | Closed |
|
|
CFG
129
CKW Financial Group
Honolulu,
Hawaii
| – | -$17K | -229 | Closed |
|
130
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$2.34K | -32 | Closed |
|
131
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -20 | Closed |
|
|
BWL
132
Bogart Wealth LLC
Mclean,
Virginia
| – | -$365 | -5 | Closed |
|
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.