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State Street SPDR MSCI ACWI ex-US ETF
CWI

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
209
Holders Change
+18
Holders Change %
+9.42%
% of All Funds
3.22%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
39
Increased
74
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$85.1M
2
SFA
Sequoia Financial Advisors
Ohio
+$17.8M
3
APP
Avantax Planning Partners
Iowa
+$11M
4
LPL Financial
LPL Financial
California
+$10.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$10M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$12.5M
2
FTUS
Flow Traders U.S.
New York
-$8.07M
3
TFA
Tobias Financial Advisors
Florida
-$7.19M
4
BPA
Beacon Pointe Advisors
California
-$1.13M
5
CG
Colony Group
Massachusetts
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$10.2M +$347K +11,739 +3%
WT
27
Whittier Trust
California
$9.03M -$58.9K -1,996 -0.6%
HFS
28
Hantz Financial Services
Michigan
$8.71M -$41.7K -1,414 -0.5%
UCFA
29
United Capital Financial Advisors
Texas
$8.09M -$181K -6,140 -2%
FPFS
30
First Personal Financial Services
North Carolina
$7.12M +$333K +11,282 +5%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$6.85M +$4.19M +141,869 +154%
Osaic Holdings
32
Osaic Holdings
Arizona
$6.02M +$42K +1,421 +0.7%
DW
33
Domani Wealth
Pennsylvania
$6M +$2.66M +90,059 +78%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$5.72M +$285K +9,658 +5%
CMP
35
Courage Miller Partners
Virginia
$5.63M +$43.3K +1,466 +0.8%
SBL
36
Sargent Bickham Lagudis
Colorado
$5.56M +$291K +9,849 +5%
CG
37
Colony Group
Massachusetts
$5.55M -$1.05M -35,709 -16%
CIA
38
Capital Investment Advisors
Georgia
$5.46M -$90.1K -3,052 -2%
Ameriprise
39
Ameriprise
Minnesota
$5.18M -$76.5K -2,590 -1%
Wells Fargo
40
Wells Fargo
California
$5.15M -$461K -15,618 -8%
VA
41
Valmark Advisers
Ohio
$4.39M +$102K +3,445 +2%
PAG
42
Private Advisor Group
New Jersey
$3.78M -$614K -20,790 -14%
QA
43
Quantitative Advantage
Minnesota
$3.56M +$148K +5,016 +4%
TIA
44
Tiemann Investment Advisors
California
$3.46M -$3.54K -120 -0.1%
FCH
45
Freestone Capital Holdings
Washington
$3.38M -$62K -2,100 -2%
Financial Engines Advisors
46
Financial Engines Advisors
California
$3.09M +$2.31M +78,358 +288%
FMWA
47
Forvis Mazars Wealth Advisors
Missouri
$3.06M -$65.7K -2,227 -2%
KF
48
Krilogy Financial
Missouri
$2.83M -$91.1K -3,085 -3%
HWA
49
HHM Wealth Advisors
Tennessee
$2.77M – – –
NIC
50
Northwest Investment Counselors
Oregon
$2.68M +$148 +5 +0%
1
2
3 4 5

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.