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SPDR MSCI EAFE StrategicFactors ETF
QEFA

Overview Fund Activity

101 hedge funds and large institutions have $813M invested in SPDR MSCI EAFE StrategicFactors ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
1.63%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
22
Increased
33
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$70.2M
2
IDA
Intelligence Driven Advisers
California
+$50.9M
3
LPL Financial
LPL Financial
California
+$9.69M
4
CI
CX Institutional
Indiana
+$8.48M
5
Morgan Stanley
Morgan Stanley
New York
+$8.19M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$34.7M
2
FEG
Financial Enhancement Group
Indiana
-$6.77M
3
Bank of America
Bank of America
North Carolina
-$3.21M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.93M
5
AWM
AE Wealth Management
Kansas
-$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$176M -$34.7M -541,982 -16%
Morgan Stanley
2
Morgan Stanley
New York
$79.5M +$8.19M +127,727 +11%
Jane Street
3
Jane Street
New York
$70.2M +$70.2M +1,094,824 New
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$58.4M -$2.93M -42,606 -5%
IDA
5
Intelligence Driven Advisers
California
$50.9M +$50.9M +768,726 New
LPL Financial
6
LPL Financial
California
$43.7M +$9.69M +151,232 +28%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$29.1M +$2.56M +39,892 +10%
FEG
8
Financial Enhancement Group
Indiana
$25.5M -$6.77M -98,850 -21%
FHB
9
First Hawaiian Bank
Hawaii
$25.2M +$706K +11,021 +3%
CI
10
CX Institutional
Indiana
$21.6M +$8.48M +132,292 +65%
Bank of America
11
Bank of America
North Carolina
$21M -$3.21M -50,072 -13%
SI
12
SimpliFi Inc
California
$20.4M -$884K -13,795 -4%
SAM
13
Silverhawk Asset Management
Arizona
$17.4M +$8.85K +138 +0.1%
OWM
14
Orgel Wealth Management
Wisconsin
$15.5M +$3.17M +49,411 +26%
GVAG
15
Great Valley Advisor Group
Delaware
$14M -$1.58M -24,708 -10%
NA
16
NewEdge Advisors
Louisiana
$10.1M -$367K -5,863 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$8.1M -$212K -3,308 -3%
OMC
18
Old Mission Capital
Illinois
$7.53M +$7.53M +117,497 New
SFS
19
Sowell Financial Services
Arkansas
$6.83M +$3.59M +56,072 +111%
LA
20
Lane & Associates
New Jersey
$6.7M +$6.7M +104,482 New
KW
21
KWB Wealth
California
$6.43M +$6.12M +95,447 +1,972%
SMA
22
Sage Mountain Advisors
Georgia
$6.11M -$566K -8,829 -8%
AWA
23
ARQ Wealth Advisors
Arizona
$6.03M +$239K +3,723 +4%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$5.98M +$551K +8,590 +10%
QA
25
Quantitative Advantage
Minnesota
$5.85M -$153K -2,390 -3%
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