CWI icon

SPDR MSCI ACWI ex-US ETF
CWI

Overview Fund Activity

112 hedge funds and large institutions have $460M invested in SPDR MSCI ACWI ex-US ETF in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
2.8%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.18%
New
20
Increased
44
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$59M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$42.5M
3
SMM
3
Stadion Money Management
Georgia
$34.3M
4
Bank of America
4
Bank of America
North Carolina
$50.3M
5
FCH
5
Freestone Capital Holdings
Washington
$10.3M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$2.02M
2
LYV
2
Live Your Vision
Pennsylvania
$2.15M
3
Jane Street
3
Jane Street
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
HCM
5
Hengehold Capital Management
Ohio
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$3.3M +$167K +7,970 +5%
BDF
27
Balasa Dinverno & Foltz
$3.3M +$1.48M +70,474 +81%
AC
28
Abbrea Capital
California
$3.02M +$3.02M +144,017 New
WF
29
WealthTrust Fairport
Ohio
$2.92M +$2.92M +138,990 New
NIC
30
Northwest Investment Counselors
Oregon
$2.84M -$28.3K -1,350 -1%
AG
31
Advisor Group
Arizona
$2.44M +$26.7K +1,273 +1%
KF
32
Krilogy Financial
Missouri
$2.35M +$31.8K +1,514 +1%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.32M +$509K +24,263 +28%
GCA
34
Greenwood Capital Associates
South Carolina
$2.25M -$1.85M -87,975 -45%
CA
35
Cetera Advisors
Colorado
$2.19M +$149K +7,073 +7%
LYV
36
Live Your Vision
Pennsylvania
$2.15M -$6.53M -311,009 -75%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.02M -$17.6M -837,682 -90%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$1.96M -$18.5K -882 -0.9%
FA
39
FDx Advisors
Illinois
$1.86M +$41.6K +1,984 +2%
TIA
40
Tiemann Investment Advisors
California
$1.85M +$295K +14,040 +19%
SEIA
41
Signature Estate & Investment Advisors
California
$1.79M -$117K -5,557 -6%
FFS
42
Founders Financial Securities
Maryland
$1.65M +$213K +10,167 +15%
KFC
43
Klingenstein Fields & Co
New York
$1.3M -$22.5K -1,072 -2%
Morgan Stanley
44
Morgan Stanley
New York
$1.23M -$262K -12,484 -18%
Nisa Investment Advisors
45
Nisa Investment Advisors
Missouri
$1.14M – – –
VFA
46
Voya Financial Advisors
Connecticut
$1.13M -$747K -35,645 -40%
WCWM
47
Wooster Corthell Wealth Management
Connecticut
$1.13M -$72.8K -3,468 -6%
FCI
48
Financial Counselors Inc
Kansas
$1.1M +$1.1M +52,416 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$1.08M +$268K +12,746 +33%
FC
50
Financial Consulate
Maryland
$1.07M +$341K +16,268 +47%
1
2
3 4 5