State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
76 hedge funds and large institutions have $636M invested in State Street 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.
173% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 15
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
11% more capital invested
Capital invested by funds: $573M → $636M (+$62.4M)
1.23% more ownership
Funds ownership: 77.32% → 78.54% (+1.2%)
1% less funds holding
Funds holding: 77 → 76 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.8M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$10.8M |
| 3 |
SMG
Smart Money Group
Eastland,
Texas
|
+$9.68M |
| 4 |
Morgan Stanley
New York
|
+$6.15M |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$4.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$3.37M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$822K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$520K |
| 4 |
SMA
Sage Mountain Advisors
Atlanta,
Georgia
|
-$426K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$389K |
QEFA Hedge Fund Activity: Q3 2021 in Review
76 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q3 2021, worth a combined $636M — up 11% from $573M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new QEFA positions and 5 closed out — a net gain of 1 holder — while 41 added to existing stakes and 15 trimmed.
The largest buyer was Ameriprise, adding an estimated $16.8M. The largest seller was Andesa Financial Management, cutting an estimated $3.37M.
- 76 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q3 2021, down from 77 in Q2 2021.
- Funds reported $636M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q3 2021, up 11% quarter-over-quarter.
- 6 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q3 2021 and 5 closed out, a net change of +1 holder.
- The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q3 2021 was Ameriprise, an estimated $16.8M added.
- The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q3 2021 was Andesa Financial Management, an estimated $3.37M sold.
Based on aggregated 13F filings for Q3 2021.