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State Street SPDR MSCI ACWI ex-US ETF

143 hedge funds and large institutions have $760M invested in State Street SPDR MSCI ACWI ex-US ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

13% more funds holding

Funds holding: 126143 (+17)

6% more capital invested

Capital invested by funds: $719M → $760M (+$41.5M)

1.44% less ownership

Funds ownership: 73.52%72.07% (-1.4%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
143
Holders Change
+17
Holders Change %
+13.49%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
25
Increased
57
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$7.13M +$149K +5,788 +2%
Ameriprise
27
Ameriprise
Minnesota
$5.99M +$585K +22,771 +11%
VA
28
Valmark Advisers
Ohio
$5.82M +$5.75M +223,844 New
BC
29
Barnett & Company
Tennessee
$5.39M +$1.55M +60,213 +41%
CIA
30
Capital Investment Advisors
Georgia
$5.37M -$73.8K -2,872 -1%
BCI
31
Brinker Capital Investments
Pennsylvania
$4.63M +$267K +10,401 +6%
FCH
32
Freestone Capital Holdings
Washington
$4.24M +$4.18M +162,890 New
AC
33
Abbrea Capital
California
$4.09M +$216K +8,400 +6%
WP
34
WealthSource Partners
California
$3.79M +$1.99M +77,521 +114%
HighTower Advisors
35
HighTower Advisors
Illinois
$3.73M -$92.4K -3,597 -2%
DW
36
Domani Wealth
Pennsylvania
$3.71M +$435K +16,940 +13%
FFS
37
Founders Financial Securities
Maryland
$3.57M +$244K +9,510 +7%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$3.45M +$103K +4,027 +3%
NIC
39
Northwest Investment Counselors
Oregon
$3.36M -$50.1K -1,950 -1%
CMP
40
Courage Miller Partners
Virginia
$3.07M +$130K +5,077 +4%
SEIA
41
Signature Estate & Investment Advisors
California
$2.73M +$49.9K +1,941 +2%
AG
42
Advisor Group
Arizona
$2.65M +$32.9K +1,282 +1%
BA
43
Boston Advisors
Massachusetts
$2.63M +$19.3K +750 +0.7%
BCP
44
Blackhawk Capital Partners
Wisconsin
$2.5M +$2.47M +96,095 New
Bank of New York Mellon
45
Bank of New York Mellon
New York
$2.25M -$55.6K -2,166 -2%
KF
46
Krilogy Financial
Missouri
$2.25M +$121K +4,695 +6%
GC
47
Gratus Capital
Georgia
$2.25M -$828K -32,256 -27%
TIA
48
Tiemann Investment Advisors
California
$2.21M -$29.5K -1,148 -1%
NDSI
49
Newman Dignan & Sheerar Inc
Rhode Island
$2.2M +$739K +28,757 +52%
Goldman Sachs
50
Goldman Sachs
New York
$2.13M -$1.37M -53,198 -39%

CWI Hedge Fund Activity: Q4 2017 in Review

143 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2017, worth a combined $760M — up 5.8% from $719M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CWI positions and 8 closed out — a net gain of 17 holders — while 57 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $21.8M. The largest seller was Stadion Money Management, exiting entirely with an estimated $67.3M sold.

  • 143 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2017, up from 126 in Q3 2017.
  • Funds reported $760M of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2017, up 5.8% quarter-over-quarter.
  • 25 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2017 and 8 closed out, a net change of +17 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2017 was Bank of America, an estimated $21.8M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2017 was Stadion Money Management, an estimated $67.3M sold.

Based on aggregated 13F filings for Q4 2017.