State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
40 hedge funds and large institutions have $188M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 10 closing their positions.
157% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 7
26% more capital invested
Capital invested by funds: $150M → $188M (+$38.5M)
2.91% more ownership
Funds ownership: 65.46% → 68.37% (+2.9%)
7% less funds holding
Funds holding: 43 → 40 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.08M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$4.39M |
| 4 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$3.1M |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$2.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$4.19M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.16M |
| 3 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$1.03M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$667K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$564K |
QEFA Hedge Fund Activity: Q1 2019 in Review
40 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q1 2019, worth a combined $188M — up 26% from $150M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of QEFA and 7 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 18 added.
The largest buyer was Ameriprise, adding an estimated $10.5M. The largest seller was Atria Investments, exiting entirely with an estimated $4.19M sold.
- 40 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q1 2019, down from 43 in Q4 2018.
- Funds reported $188M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q1 2019, up 26% quarter-over-quarter.
- 7 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q1 2019 and 10 closed out, a net change of -3 holders.
- The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q1 2019 was Ameriprise, an estimated $10.5M added.
- The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q1 2019 was Atria Investments, an estimated $4.19M sold.
Based on aggregated 13F filings for Q1 2019.