State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
37 hedge funds and large institutions have $202M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
50.7% more ownership
Funds ownership: 64.41% → 115.11% (+51%)
18% more capital invested
Capital invested by funds: $171M → $202M (+$30.9M)
9% more funds holding
Funds holding: 34 → 37 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$124M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.2M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$605K |
| 4 |
AEPG
American Economic Planning Group
Warren,
New Jersey
|
+$351K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$313K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.97M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.71M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.67M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$384K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$340K |
QEFA Hedge Fund Activity: Q2 2018 in Review
37 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q2 2018, worth a combined $202M — up 18% from $171M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new QEFA positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $124M. The largest seller was Bank of America, cutting an estimated $2.97M.
- 37 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q2 2018, up from 34 in Q1 2018.
- Funds reported $202M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q2 2018, up 18% quarter-over-quarter.
- 7 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q2 2018 and 4 closed out, a net change of +3 holders.
- The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $124M added.
- The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q2 2018 was Bank of America, an estimated $2.97M sold.
Based on aggregated 13F filings for Q2 2018.