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State Street SPDR MSCI ACWI ex-US ETF

205 hedge funds and large institutions have $1.15B invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1.22% more ownership

Funds ownership: 62.7%63.92% (+1.2%)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

2% less capital invested

Capital invested by funds: $1.17B → $1.15B (-$26.2M)

2% less funds holding

Funds holding: 209205 (-4)

28% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 71

Holders
205
Holders Change
-4
Holders Change %
-1.91%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
29
Increased
51
Reduced
71
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$10.4M -$463K -16,478 -4%
MBT
27
Montecito Bank & Trust
California
$10.4M -$74.5K -2,650 -0.7%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$10.3M -$4.33M -153,975 -29%
HighTower Advisors
29
HighTower Advisors
Illinois
$9.85M +$271K +9,653 +3%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$9.01M +$9.2M +327,347 New
WT
31
Whittier Trust
California
$8.42M -$62.6K -2,226 -0.7%
HFS
32
Hantz Financial Services
Michigan
$7.95M -$233K -8,283 -3%
MFG
33
Merit Financial Group
Georgia
$7.9M +$8.07M +287,113 New
UCFA
34
United Capital Financial Advisors
Texas
$7.16M -$448K -15,942 -6%
FPFS
35
First Personal Financial Services
North Carolina
$7.03M +$356K +12,651 +5%
Osaic Holdings
36
Osaic Holdings
Arizona
$6.66M +$1.03M +36,546 +18%
TFA
37
Tobias Financial Advisors
Florida
$6.45M +$6.59M +234,234 New
SBL
38
Sargent Bickham Lagudis
Colorado
$5.36M +$141K +5,007 +3%
CMP
39
Courage Miller Partners
Virginia
$5.26M -$17.2K -612 -0.3%
CG
40
Colony Group
Massachusetts
$5.1M -$115K -4,078 -2%
FFN
41
Focus Financial Network
Minnesota
$4.99M +$5.1M +181,486 New
CIA
42
Capital Investment Advisors
Georgia
$4.97M -$155K -5,529 -3%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$4.71M -$671K -23,885 -12%
Ameriprise
44
Ameriprise
Minnesota
$4.57M -$573K -20,396 -12%
VA
45
Valmark Advisers
Ohio
$4.15M +$35.9K +1,278 +0.9%
PAG
46
Private Advisor Group
New Jersey
$4.14M +$610K +21,715 +17%
Wells Fargo
47
Wells Fargo
California
$4.04M -$806K -28,671 -16%
GKWIM
48
Gerber Kawasaki Wealth & Investment Management
California
$3.65M +$3.31M +117,595 +780%
WCFA
49
Walkner Condon Financial Advisors
Wisconsin
$3.41M +$3.49M +124,000 New
TIA
50
Tiemann Investment Advisors
California
$3.16M -$85.5K -3,040 -3%

CWI Hedge Fund Activity: Q1 2022 in Review

205 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q1 2022, worth a combined $1.15B — down 2.2% from $1.17B a quarter earlier.

Fund positioning in CWI was balanced in Q1 2022: 29 funds opened new positions, 29 closed out, 51 added to existing stakes and 71 trimmed.

The largest buyer was Avantax Planning Partners, adding an estimated $23.2M. The largest seller was Bank of America, cutting an estimated $60.7M.

  • 205 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q1 2022, down from 209 in Q4 2021.
  • Funds reported $1.15B of State Street SPDR MSCI ACWI ex-US ETF stock for Q1 2022, down 2.2% quarter-over-quarter.
  • 29 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q1 2022 and 29 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q1 2022 was Avantax Planning Partners, an estimated $23.2M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q1 2022 was Bank of America, an estimated $60.7M sold.

Based on aggregated 13F filings for Q1 2022.