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SPDR MSCI EAFE StrategicFactors ETF
QEFA

Overview Fund Activity

115 hedge funds and large institutions have $929M invested in SPDR MSCI EAFE StrategicFactors ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
16
Increased
37
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$88.3M
2
ES
Eagle Strategies
New York
+$22.2M
3
NP
NorthRock Partners
Minnesota
+$6.96M
4
UBS Group
UBS Group
Switzerland
+$4.26M
5
LPL Financial
LPL Financial
California
+$3.91M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$42M
2
IDA
Intelligence Driven Advisers
California
-$15.7M
3
Jane Street
Jane Street
New York
-$8.9M
4
OMC
Old Mission Capital
Illinois
-$8.5M
5
Bank of America
Bank of America
North Carolina
-$5.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$181M +$88.3M +1,207,548 +95%
Ameriprise
2
Ameriprise
Minnesota
$179M -$42M -574,119 -19%
IDA
3
Intelligence Driven Advisers
California
$64.7M -$15.7M -216,146 -20%
LPL Financial
4
LPL Financial
California
$59.6M +$3.91M +53,534 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$36.4M +$2.22M +30,343 +6%
GVAG
6
Great Valley Advisor Group
Delaware
$31.2M +$3.17M +43,424 +11%
FEG
7
Financial Enhancement Group
Indiana
$30.4M -$837K -11,735 -3%
FHB
8
First Hawaiian Bank
Hawaii
$28.5M -$195K -2,674 -0.7%
ES
9
Eagle Strategies
New York
$22.2M +$22.2M +304,004 New
SI
10
SimpliFi Inc
California
$20.8M – – –
Jane Street
11
Jane Street
New York
$15.4M -$8.9M -121,834 -37%
Bank of America
12
Bank of America
North Carolina
$13.8M -$5.61M -76,771 -29%
CI
13
CX Institutional
Indiana
$12.8M -$392K -5,362 -3%
PAG
14
Private Advisor Group
New Jersey
$12M +$652K +8,928 +6%
HPC
15
Hobart Private Capital
North Carolina
$11.7M -$2.94M -40,190 -20%
KW
16
KWB Wealth
California
$11.2M +$1.25M +17,081 +13%
DAS
17
Dynamic Advisor Solutions
Arizona
$9.94M +$3.09M +42,724 +45%
FGG
18
Financial Guidance Group
Florida
$8.66M -$357K -4,891 -4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.34M -$247K -3,377 -3%
AI
20
Arrien Investments
Idaho
$7.83M +$187K +2,558 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.73M -$315K -4,313 -4%
SFS
22
Sowell Financial Services
Arkansas
$7.61M -$725K -9,916 -9%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$7.04M -$602K -8,238 -8%
NP
24
NorthRock Partners
Minnesota
$6.96M +$6.96M +95,258 New
LA
25
Lane & Associates
New Jersey
$6.62M -$227K -3,110 -3%
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