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SPDR MSCI ACWI ex-US ETF
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Overview Fund Activity

57 hedge funds and large institutions have $174M invested in SPDR MSCI ACWI ex-US ETF in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
9
Increased
17
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$21.2M
2
Jane Street
2
Jane Street
New York
$5.27M
3
LPL Financial
3
LPL Financial
California
$6.45M
4
CMP
4
Courage Miller Partners
Virginia
$1.73M
5
P
5
Pitcairn
Pennsylvania
$27.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$21.7M
3
Wells Fargo
3
Wells Fargo
California
$1.67M
4
NG
4
NatWest Group
United Kingdom
$4.47M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$1.18M +$541K +23,707 +85%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.1M -$73.3K -3,210 -6%
BA
28
Boston Advisors
Massachusetts
$946K +$56.3K +2,467 +6%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$946K +$946K +41,421 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$841K -$26.9K -1,179 -3%
VWM
31
Vector Wealth Management
Minnesota
$836K – – –
B
32
Bailard
California
$700K – – –
MIH
33
Madison Investment Holdings
Wisconsin
$647K – – –
ECM
34
Exchange Capital Management
Michigan
$615K +$18.7K +819 +3%
SHWM
35
Smith & Howard Wealth Management
Georgia
$572K – – –
KC
36
Kingfisher Capital
North Carolina
$568K -$19.9K -873 -3%
VF
37
Virtu Financial
New York
$529K +$529K +23,171 New
BWM
38
Baystate Wealth Management
Massachusetts
$432K +$432K +18,912 New
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$406K -$134K -5,852 -25%
KFC
40
Klingenstein Fields & Co
New York
$345K -$8.96K -393 -3%
AI
41
Atria Investments
North Carolina
$344K +$1.83K +80 +0.5%
SSWM
42
Sheets Smith Wealth Management
North Carolina
$340K +$3.43K +150 +1%
U
43
UBS
Switzerland
$320K -$240K -10,507 -43%
CT
44
Cambridge Trust
Massachusetts
$295K – – –
Ameriprise
45
Ameriprise
Minnesota
$187K +$60.9K +2,667 +48%
BCI
46
Brinker Capital Investments
Pennsylvania
$171K +$171K +7,469 New
PFG
47
Piershale Financial Group
Illinois
$70K +$70K +3,063 New
HR
48
Howe & Rusling
New York
$62K +$1.06K +46 +2%
M&T Bank
49
M&T Bank
New York
$45K +$45K +1,962 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$38K – – –
1
2
3