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SPDR MSCI EAFE StrategicFactors ETF
QEFA

Overview Fund Activity

40 hedge funds and large institutions have $188M invested in 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.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.09%
New
7
Increased
18
Reduced
7
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$10.9M
2
Bank of America
Bank of America
North Carolina
+$7.32M
3
FEG
Financial Enhancement Group
Indiana
+$4.54M
4
OWA
Outlook Wealth Advisors
Texas
+$3.21M
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$2.7M

Top Sellers

1
MNG
Manning & Napier Group
New York
-$4.52M
2
AI
Atria Investments
North Carolina
-$4.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.16M
4
GFPC
Global Financial Private Capital
Florida
-$1.04M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$667K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$116M +$10.9M +174,019 +10%
MAFM
2
Mid Atlantic Financial Management
Pennsylvania
$13.7M +$2.7M +43,348 +24%
Bank of America
3
Bank of America
North Carolina
$13.1M +$7.32M +117,513 +126%
FEG
4
Financial Enhancement Group
Indiana
$11.7M +$4.54M +72,912 +63%
AEPG
5
American Economic Planning Group
New Jersey
$6.18M +$913K +14,667 +17%
MNG
6
Manning & Napier Group
New York
$5.17M -$4.52M – –
OWA
7
Outlook Wealth Advisors
Texas
$3.21M +$3.21M +51,450 New
SFS
8
Sowell Financial Services
Arkansas
$2.9M +$1.76M +28,289 +155%
CA
9
Corrado Advisors
New Jersey
$2.7M -$74.2K -1,192 -3%
CW
10
CreativeOne Wealth
Kansas
$1.73M +$349K +5,601 +25%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$1.55M +$492K +7,798 +46%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.22M +$52.3K +842 +4%
LPL Financial
13
LPL Financial
California
$1.21M +$191K +3,065 +19%
CA
14
Continuum Advisory
Idaho
$1.02M -$516K -8,207 -34%
MWP
15
MYCIO Wealth Partners
Pennsylvania
$994K – – –
CAL
16
Capital Advisors Ltd
Ohio
$672K +$28K +450 +4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$608K +$166K +2,660 +37%
FTUS
18
Flow Traders U.S.
New York
$521K -$173K -2,778 -25%
LA
19
LexAurum Advisors
Kansas
$503K +$22.8K +366 +5%
JFA
20
Johanson Financial Advisors
California
$433K +$82.5K +1,327 +24%
UCFA
21
United Capital Financial Advisors
Texas
$308K -$82.4K -1,324 -21%
FWM
22
Frontier Wealth Management
Missouri
$269K +$269K +4,317 New
AP
23
Appleton Partners
Massachusetts
$257K -$4.36K -70 -2%
IWM
24
IHT Wealth Management
Illinois
$252K -$9.85K -158 -4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$252K -$9.34K -150 -4%
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