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SPDR MSCI EAFE StrategicFactors ETF
QEFA

Overview Fund Activity

75 hedge funds and large institutions have $636M invested in SPDR MSCI EAFE StrategicFactors ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
1.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
6
Increased
41
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$16.3M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$10.8M
3
SMG
Smart Money Group
Texas
+$9.41M
4
Morgan Stanley
Morgan Stanley
New York
+$5.98M
5
FAIM
Financial Advocates Investment Management
Washington
+$4.8M

Top Sellers

1
AFM
Andesa Financial Management
Pennsylvania
-$3.28M
2
CWM
Cornerstone Wealth Management
Missouri
-$800K
3
Citadel Advisors
Citadel Advisors
Florida
-$506K
4
SMA
Sage Mountain Advisors
Georgia
-$414K
5
Osaic Holdings
Osaic Holdings
Arizona
-$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$246M +$16.3M +217,331 +7%
Morgan Stanley
2
Morgan Stanley
New York
$68.3M +$5.98M +79,609 +10%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$49.2M +$10.8M +139,165 +28%
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$35.9M +$511K +6,799 +1%
FEG
5
Financial Enhancement Group
Indiana
$28.1M +$3.36M +44,747 +14%
LPL Financial
6
LPL Financial
California
$27.7M +$3.85M +51,190 +16%
FHB
7
First Hawaiian Bank
Hawaii
$26.1M +$996K +13,258 +4%
SI
8
SimpliFi Inc
California
$24.1M +$134K +1,778 +0.6%
Bank of America
9
Bank of America
North Carolina
$19.2M +$858K +11,417 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.63M +$92.2K +1,227 +1%
SMG
11
Smart Money Group
Texas
$9.41M +$9.41M +125,172 New
QA
12
Quantitative Advantage
Minnesota
$6.56M +$156K +2,078 +2%
PAG
13
Private Advisor Group
New Jersey
$5.56M +$244K +3,253 +5%
MIAN
14
Mariner Independent Advisor Network
Kansas
$5.44M +$114K +1,517 +2%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$5.04M +$451K +6,005 +10%
FAIM
16
Financial Advocates Investment Management
Washington
$4.8M +$4.8M +63,842 New
MA
17
Mutual Advisors
Nebraska
$4.7M +$4.05M +53,838 +621%
EW
18
Element Wealth
Mississippi
$3.88M +$6.76K +90 +0.2%
AFM
19
Andesa Financial Management
Pennsylvania
$3.83M -$3.28M -43,626 -46%
SMA
20
Sage Mountain Advisors
Georgia
$3.64M -$414K -5,505 -10%
SAM
21
Stringer Asset Management
Tennessee
$3.17M +$641K +8,527 +25%
FSG
22
Financial Strategies Group
Michigan
$3.11M +$198K +2,629 +7%
IA
23
IFG Advisory
Georgia
$3.07M +$509K +6,770 +20%
SFS
24
Sowell Financial Services
Arkansas
$3.04M +$79.8K +1,062 +3%
IWM
25
IHT Wealth Management
Illinois
$2.49M -$2.48K -33 -0.1%
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