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State Street SPDR MSCI ACWI ex-US ETF
CWI

199 hedge funds and large institutions have $1.05B invested in State Street SPDR MSCI ACWI ex-US ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

27% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 55

5.08% more ownership

Funds ownership: 68.03% → 73.11% (+5.1%)

3% more funds holding

Funds holding: 194 → 199 (+5)

0% more capital invested

Capital invested by funds: $1.05B → $1.05B (+$3.89M)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
199
Holders Change
+5
Holders Change %
+2.58%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
19
Increased
70
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$30.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$25.9M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$15.3M
4
Bank of America
Bank of America
North Carolina
+$12M
5
SHJ
Sharkey, Howes & Javer
Colorado
+$7.84M

Top Sellers

1
FC
Financial Consulate
Maryland
-$22.8M
2
Jane Street
Jane Street
New York
-$7.72M
3
SF
Synovus Financial
Georgia
-$1.36M
4
Cerity Partners
Cerity Partners
New York
-$941K
5
FFN
Focus Financial Network
Minnesota
-$901K
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
26
State Street
Massachusetts
$7.86M +$18.6K +719 +0.2%
PAG
27
Private Advisor Group
New Jersey
$7.7M +$562K +21,736 +8%
SHJ
28
Sharkey, Howes & Javer
Colorado
$7.55M +$7.84M +303,175 New
NA
29
NewEdge Advisors
Louisiana
$7.34M +$1.48M +57,170 +24%
Wells Fargo
30
Wells Fargo
California
$7.14M +$82.8K +3,200 +1%
WT
31
Whittier Trust
California
$7.11M -$145K -5,616 -2%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.77M – – –
HFS
33
Hantz Financial Services
Michigan
$6.41M +$164K +6,354 +3%
MFG
34
Merit Financial Group
Georgia
$6.28M -$77K -2,975 -1%
MCC
35
Money Concepts Capital
Florida
$6.26M +$312K +12,071 +5%
M1FG
36
Mach-1 Financial Group
Arkansas
$5.98M +$79.7K +3,079 +1%
FFN
37
Focus Financial Network
Minnesota
$5.9M -$901K -34,805 -13%
Osaic Holdings
38
Osaic Holdings
Arizona
$5.83M +$2.01M +77,541 +49%
AWM
39
AE Wealth Management
Kansas
$5.55M -$102K -3,953 -2%
TFA
40
Tobias Financial Advisors
Florida
$5.23M -$16.8K -649 -0.3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$5.15M +$201K +7,778 +4%
FPFS
42
First Personal Financial Services
North Carolina
$4.97M +$2.61K +101 +0.1%
MCCA
43
Mill Creek Capital Advisors
Pennsylvania
$4.82M -$182K -7,050 -4%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$4.7M +$1.02M +39,235 +26%
CMP
45
Courage Miller Partners
Virginia
$4.69M +$251K +9,714 +5%
Mariner
46
Mariner
Kansas
$4.59M +$777K +30,017 +19%
MBT
47
Montecito Bank & Trust
California
$4.57M -$17.7K -684 -0.4%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$4.49M +$4.68K +181 +0.1%
CG
49
Colony Group
Massachusetts
$4.12M -$6.47K -250 -0.2%
UCFA
50
United Capital Financial Advisors
Texas
$3.82M -$117K -4,521 -3%
1
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CWI Hedge Fund Activity: Q3 2023 in Review

199 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2023, worth a combined $1.05B — up 0.37% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CWI positions and 11 closed out — a net gain of 8 holders — while 70 added to existing stakes and 55 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $30.1M. The largest seller was Financial Consulate, cutting an estimated $22.8M.

  • 199 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2023, up from 194 in Q2 2023.
  • Funds reported $1.05B of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2023, up 0.37% quarter-over-quarter.
  • 19 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2023 and 11 closed out, a net change of +8 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2023 was HighTower Advisors, an estimated $30.1M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2023 was Financial Consulate, an estimated $22.8M sold.

Based on aggregated 13F filings for Q3 2023.