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State Street SPDR MSCI ACWI ex-US ETF

193 hedge funds and large institutions have $1.07B invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

32% more capital invested

Capital invested by funds: $811M → $1.07B (+$261M)

8% more funds holding

Funds holding: 179193 (+14)

7.56% more ownership

Funds ownership: 62.4%69.96% (+7.6%)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
193
Holders Change
+14
Holders Change %
+7.82%
% of All Funds
3.1%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
38
Increased
61
Reduced
60
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$7.51M +$5.59M +240,380 +336%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$7.31M -$665K -28,598 -9%
IWP
28
IAG Wealth Partners
Wisconsin
$7.16M +$1.36M +58,555 +24%
WT
29
Whittier Trust
California
$7.16M -$1.58K -68 -0%
HighTower Advisors
30
HighTower Advisors
Illinois
$7.14M -$1.68M -72,043 -20%
HFS
31
Hantz Financial Services
Michigan
$6.66M -$334K -14,338 -5%
MCC
32
Money Concepts Capital
Florida
$6.6M +$6.39M +274,484 New
Wells Fargo
33
Wells Fargo
California
$6.59M +$1.54M +66,194 +32%
FPFS
34
First Personal Financial Services
North Carolina
$6.32M -$13.2K -566 -0.2%
FFN
35
Focus Financial Network
Minnesota
$6.08M +$307K +13,217 +6%
MFG
36
Merit Financial Group
Georgia
$6.06M +$5.32M +228,685 +983%
TFA
37
Tobias Financial Advisors
Florida
$5.36M -$65.6K -2,818 -1%
MCCA
38
Mill Creek Capital Advisors
Pennsylvania
$5.13M +$4.96M +213,254 New
MBT
39
Montecito Bank & Trust
California
$5.08M -$370K -15,923 -7%
SBL
40
Sargent Bickham Lagudis
Colorado
$4.69M -$203K -8,709 -4%
CMP
41
Courage Miller Partners
Virginia
$4.41M -$101K -4,333 -2%
CG
42
Colony Group
Massachusetts
$4.05M -$7.21K -310 -0.2%
UCFA
43
United Capital Financial Advisors
Texas
$4M -$1.09M -46,990 -22%
CIA
44
Capital Investment Advisors
Georgia
$3.93M -$103K -4,427 -3%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$3.77M -$19.3M -830,000 -84%
JMPWA
46
JP Morgan Private Wealth Advisors
California
$3.6M +$1.98K +85 +0.1%
VA
47
Valmark Advisers
Ohio
$3.57M +$133K +5,723 +4%
DW
48
Domani Wealth
Pennsylvania
$3.51M +$714K +30,688 +27%
TIA
49
Tiemann Investment Advisors
California
$3.15M +$415K +17,830 +16%
WCFA
50
Walkner Condon Financial Advisors
Wisconsin
$2.98M

CWI Hedge Fund Activity: Q4 2022 in Review

193 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2022, worth a combined $1.07B — up 32% from $811M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CWI positions and 18 closed out — a net gain of 20 holders — while 61 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $112M. The largest seller was Mirae Asset Global Investments, cutting an estimated $19.3M.

  • 193 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2022, up from 179 in Q3 2022.
  • Funds reported $1.07B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 38 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2022 and 18 closed out, a net change of +20 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2022 was Bank of America, an estimated $112M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2022 was Mirae Asset Global Investments, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2022.