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SPDR MSCI EAFE StrategicFactors ETF
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Overview Fund Activity

105 hedge funds and large institutions have $867M invested in SPDR MSCI EAFE StrategicFactors ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+4
Holders Change %
+3.96%
% of All Funds
1.68%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
22
Increased
38
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$31.6M
2
HPC
Hobart Private Capital
North Carolina
+$9.36M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.18M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.49M
5
GVAG
Great Valley Advisor Group
Delaware
+$4.64M

Top Sellers

1
Jane Street
Jane Street
New York
-$52.8M
2
CI
CX Institutional
Indiana
-$14.6M
3
OMC
Old Mission Capital
Illinois
-$7.53M
4
FAIM
Financial Advocates Investment Management
Washington
-$5.26M
5
FSG
Financial Strategies Group
Michigan
-$3.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$222M +$31.6M +455,938 +17%
Morgan Stanley
2
Morgan Stanley
New York
$87.3M +$1.36M +19,641 +2%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$60M +$1.15M +16,591 +2%
IDA
4
Intelligence Driven Advisers
California
$53.8M +$301K +4,320 +0.6%
LPL Financial
5
LPL Financial
California
$48.4M +$1.1M +15,815 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$32M +$531K +7,653 +2%
FEG
7
Financial Enhancement Group
Indiana
$30.7M +$4.29M +60,500 +16%
FHB
8
First Hawaiian Bank
Hawaii
$27.4M +$103K +1,489 +0.4%
Jane Street
9
Jane Street
New York
$23.1M -$52.8M -761,047 -70%
SI
10
SimpliFi Inc
California
$21.4M -$601K -8,676 -3%
Bank of America
11
Bank of America
North Carolina
$21.4M -$1.28M -18,497 -6%
GVAG
12
Great Valley Advisor Group
Delaware
$19.7M +$4.64M +66,895 +31%
SAM
13
Silverhawk Asset Management
Arizona
$19.1M +$211K +3,043 +1%
OWM
14
Orgel Wealth Management
Wisconsin
$16.8M +$4.44K +64 +0%
NA
15
NewEdge Advisors
Louisiana
$10.3M -$1.11M -15,702 -10%
HPC
16
Hobart Private Capital
North Carolina
$9.36M +$9.36M +135,017 New
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$9.09M +$2.63M +37,941 +41%
CI
18
CX Institutional
Indiana
$8.92M -$14.6M -209,191 -62%
PAG
19
Private Advisor Group
New Jersey
$8.53M +$884K +12,747 +12%
SFS
20
Sowell Financial Services
Arkansas
$7.74M +$362K +5,220 +5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.06M +$6.18M +89,115 +702%
LA
22
Lane & Associates
New Jersey
$6.87M -$374K -5,398 -5%
QA
23
Quantitative Advantage
Minnesota
$6.62M +$301K +4,338 +5%
KW
24
KWB Wealth
California
$6.39M -$39.9K -623 -0.6%
LWMG
25
Levy Wealth Management Group
Pennsylvania
$5.67M -$208K -3,002 -4%
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