State Street SPDR MSCI ACWI ex-US ETF
209 hedge funds and large institutions have $1.17B invested in State Street SPDR MSCI ACWI ex-US ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 20 closing their positions.
95% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 20
54% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 48
15% more capital invested
Capital invested by funds: $1.02B → $1.17B (+$157M)
9% more funds holding
Funds holding: 191 → 209 (+18)
4.57% more ownership
Funds ownership: 58.13% → 62.7% (+4.6%)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$85.1M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$17.8M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$11M |
| 4 |
LPL Financial
San Diego,
California
|
+$10.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$12.5M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$8.07M |
| 3 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$7.19M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.13M |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
226
Bartlett & Co
Cincinnati,
Ohio
| – | -$10K | -331 | Closed |
|
|
BCWM
227
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$9.59K | -331 | Closed |
|
|
SIAP
228
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| – | -$9K | -296 | Closed |
|
229
AssetMark Inc
Concord,
California
| – | -$5K | -181 | Closed |
|
CWI Hedge Fund Activity: Q4 2021 in Review
209 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2021, worth a combined $1.17B — up 15% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new CWI positions and 20 closed out — a net gain of 19 holders — while 74 added to existing stakes and 48 trimmed.
The largest buyer was Bank of America, adding an estimated $85.1M. The largest seller was Truist Financial, cutting an estimated $12.5M.
- 209 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2021, up from 191 in Q3 2021.
- Funds reported $1.17B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2021, up 15% quarter-over-quarter.
- 39 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2021 and 20 closed out, a net change of +19 holders.
- The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2021 was Bank of America, an estimated $85.1M added.
- The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2021 was Truist Financial, an estimated $12.5M sold.
Based on aggregated 13F filings for Q4 2021.