We are live on ! Find out more
CWI icon

State Street SPDR MSCI ACWI ex-US ETF

179 hedge funds and large institutions have $811M invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3.02% less ownership

Funds ownership: 65.42%62.4% (-3%)

11% less funds holding

Funds holding: 201179 (-22)

19% less capital invested

Capital invested by funds: $998M → $811M (-$187M)

20% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 70

69% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 32

Holders
179
Holders Change
-22
Holders Change %
-10.95%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
10
Increased
56
Reduced
70
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$6.96M -$920K -39,102 -11%
WT
27
Whittier Trust
California
$6.31M -$137K -5,800 -2%
HFS
28
Hantz Financial Services
Michigan
$6.17M -$229K -9,717 -3%
OMC
29
Old Mission Capital
Illinois
$5.72M +$2.72M +115,379 +75%
FPFS
30
First Personal Financial Services
North Carolina
$5.59M +$54.8K +2,328 +0.9%
FMWA
31
Forvis Mazars Wealth Advisors
Missouri
$5.11M +$2.66M +112,870 +88%
FFN
32
Focus Financial Network
Minnesota
$5.08M +$824K +35,017 +17%
IWP
33
IAG Wealth Partners
Wisconsin
$5.07M +$965K +40,994 +21%
MBT
34
Montecito Bank & Trust
California
$4.82M +$56.3K +2,390 +1%
TFA
35
Tobias Financial Advisors
Florida
$4.79M -$152K -6,468 -3%
UCFA
36
United Capital Financial Advisors
Texas
$4.52M -$563K -23,930 -10%
Wells Fargo
37
Wells Fargo
California
$4.41M -$694K -29,463 -12%
SBL
38
Sargent Bickham Lagudis
Colorado
$4.32M +$192K +8,156 +4%
CMP
39
Courage Miller Partners
Virginia
$3.98M -$53.4K -2,269 -1%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$3.59M +$3.98M +169,256 New
CG
41
Colony Group
Massachusetts
$3.58M -$62.4K -2,651 -2%
CIA
42
Capital Investment Advisors
Georgia
$3.56M -$197K -8,377 -5%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$3.52M -$157K -6,672 -4%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$3.17M +$42.7K +1,814 +1%
GKWIM
45
Gerber Kawasaki Wealth & Investment Management
California
$3.07M -$106K -4,484 -3%
VA
46
Valmark Advisers
Ohio
$3.03M -$5.65K -240 -0.2%
Osaic Holdings
47
Osaic Holdings
Arizona
$3.01M +$129K +5,488 +4%
WCFA
48
Walkner Condon Financial Advisors
Wisconsin
$2.63M
DW
49
Domani Wealth
Pennsylvania
$2.44M -$411K -17,452 -13%
TIA
50
Tiemann Investment Advisors
California
$2.4M -$15.1K -640 -0.6%

CWI Hedge Fund Activity: Q3 2022 in Review

179 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2022, worth a combined $811M — down 19% from $998M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of CWI and 10 opened new positions — a net loss of 22 holders — while 70 trimmed existing stakes and 56 added.

The largest buyer was Synovus Financial, adding an estimated $33.2M. The largest seller was PNC Financial Services Group, cutting an estimated $82.2M.

  • 179 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2022, down from 201 in Q2 2022.
  • Funds reported $811M of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2022, down 19% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2022 and 32 closed out, a net change of -22 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2022 was Synovus Financial, an estimated $33.2M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2022 was PNC Financial Services Group, an estimated $82.2M sold.

Based on aggregated 13F filings for Q3 2022.