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State Street SPDR MSCI EAFE StrategicFactors ETF

120 hedge funds and large institutions have $798M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

1.43% more ownership

Funds ownership: 86.02%87.45% (+1.4%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% less funds holding

Funds holding: 121120 (-1)

5% less capital invested

Capital invested by funds: $840M → $798M (-$41.7M)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.58%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
14
Increased
54
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$163M +$23.7M +310,569 +16%
Morgan Stanley
2
Morgan Stanley
New York
$102M +$3.72M +48,690 +4%
LPL Financial
3
LPL Financial
California
$57.3M -$434K -5,688 -0.7%
IDA
4
Intelligence Driven Advisers
California
$48.9M -$16.1M -211,493 -24%
GVAG
5
Great Valley Advisor Group
Delaware
$43.6M +$5.86M +76,821 +15%
FEG
6
Financial Enhancement Group
Indiana
$32.1M +$953K +12,491 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$30.6M -$992K -13,004 -3%
SI
8
SimpliFi Inc
California
$19.1M +$269K +3,525 +1%
CI
9
CX Institutional
Indiana
$14.8M +$2.44M +31,955 +19%
PAG
10
Private Advisor Group
New Jersey
$14.2M -$1.58M -20,693 -10%
FHB
11
First Hawaiian Bank
Hawaii
$13.4M -$1.23M -16,105 -8%
KW
12
KWB Wealth
California
$12.6M +$196K +2,569 +2%
Bank of America
13
Bank of America
North Carolina
$12.6M -$1.18M -15,478 -8%
HPC
14
Hobart Private Capital
North Carolina
$11.2M +$304K +3,982 +3%
NA
15
NewEdge Advisors
Louisiana
$11.1M +$1.72M +22,524 +17%
AI
16
Arrien Investments
Idaho
$9.89M +$1.06M +13,941 +12%
AWA
17
ARQ Wealth Advisors
Arizona
$9.21M +$344K +4,510 +4%
ACA
18
Aptus Capital Advisors
Alabama
$9.08M -$26.4K -346 -0.3%
FGG
19
Financial Guidance Group
Florida
$9.08M -$26.4K -346 -0.3%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$9.01M +$4.46M +58,431 +89%
IAA
21
Independent Advisor Alliance
North Carolina
$8.87M +$9.34M +122,391 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$8.51M +$190K +2,495 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$8.48M +$171K +2,239 +2%
SFS
24
Sowell Financial Services
Arkansas
$7.92M +$1.51M +19,780 +22%
DAS
25
Dynamic Advisor Solutions
Arizona
$7.91M +$315K +4,128 +4%

QEFA Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) for Q4 2024, worth a combined $798M — down 5% from $840M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QEFA positions and 13 closed out — a net gain of 1 holder — while 54 added to existing stakes and 37 trimmed.

The largest buyer was Ameriprise, adding an estimated $23.7M. The largest seller was Intelligence Driven Advisers, cutting an estimated $16.1M.

  • 120 institutional investors held State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) as of Q4 2024, down from 121 in Q3 2024.
  • Funds reported $798M of State Street SPDR MSCI EAFE StrategicFactors ETF stock for Q4 2024, down 5% quarter-over-quarter.
  • 14 funds opened new State Street SPDR MSCI EAFE StrategicFactors ETF positions in Q4 2024 and 13 closed out, a net change of +1 holder.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF buyer in Q4 2024 was Ameriprise, an estimated $23.7M added.
  • The largest State Street SPDR MSCI EAFE StrategicFactors ETF seller in Q4 2024 was Intelligence Driven Advisers, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2024.