CWI icon

SPDR MSCI ACWI ex-US ETF
CWI

Overview Fund Activity

190 hedge funds and large institutions have $1.02B invested in SPDR MSCI ACWI ex-US ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 8 closing their positions.

Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
3.34%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
18
Increased
53
Reduced
57
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$152M
2
FTUS
2
Flow Traders U.S.
New York
$9.12M
3
TCA
3
Transcend Capital Advisors
New Jersey
$1.7M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25M
5
HCM
5
Hengehold Capital Management
Ohio
$84.8M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$10.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.66M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$787K
5
OCM
5
Orser Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WT
26
Whittier Trust
California
$8.99M 310,294 -6,885 -2%
HFS
27
Hantz Financial Services
Michigan
$8.65M 298,660 -7,382 -2%
UCFA
28
United Capital Financial Advisors
Texas
$8.18M 282,230 +792 +0.3%
TFA
29
Tobias Financial Advisors
Florida
$7.19M 248,287 -1,040 -0.4%
FPFS
30
First Personal Financial Services
North Carolina
$6.71M 231,622 +25,943 +13%
CG
31
Colony Group
Massachusetts
$6.52M 225,209 -3,023 -1%
Osaic Holdings
32
Osaic Holdings
Arizona
$5.91M 203,898 -1,443 -0.7%
APP
33
Avantax Planning Partners
Iowa
$5.58M 192,596 -3,233 -2%
Wells Fargo
34
Wells Fargo
California
$5.54M 191,229 -44,254 -19%
CMP
35
Courage Miller Partners
Virginia
$5.52M 190,459 +4,151 +2%
CIA
36
Capital Investment Advisors
Georgia
$5.48M 189,208 -991 -0.5%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$5.37M 185,372 +2,888 +2%
SBL
38
Sargent Bickham Lagudis
Colorado
$5.21M 179,763 +4,454 +3%
Ameriprise
39
Ameriprise
Minnesota
$5.15M 178,840 +15,479 +9%
PAG
40
Private Advisor Group
New Jersey
$4.34M 149,675 +32,980 +28%
VA
41
Valmark Advisers
Ohio
$4.24M 146,233 +6,665 +5%
TIA
42
Tiemann Investment Advisors
California
$3.42M 117,989 -3,019 -2%
FCH
43
Freestone Capital Holdings
Washington
$3.41M 117,532 -3,392 -3%
QA
44
Quantitative Advantage
Minnesota
$3.37M 116,268 +11,342 +11%
DW
45
Domani Wealth
Pennsylvania
$3.33M 114,788 -3,811 -3%
FMWA
46
Forvis Mazars Wealth Advisors
Missouri
$3.08M 106,450 -8,669 -8%
KF
47
Krilogy Financial
Missouri
$2.88M 99,513 -3,803 -4%
HWA
48
HHM Wealth Advisors
Tennessee
$2.74M 94,644 – –
AC
49
Abbrea Capital
California
$2.66M 91,907 -1,145 -1%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$2.66M 91,832 -284,269 -76%
1
2
3 4 5