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State Street SPDR MSCI ACWI ex-US ETF

208 hedge funds and large institutions have $1.19B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

1% more funds holding

Funds holding: 206208 (+2)

0.17% more ownership

Funds ownership: 72.37%72.54% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less capital invested

Capital invested by funds: $1.19B → $1.19B (-$7.11M)

1% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 68

Holders
208
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
3%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
67
Reduced
68
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$10M +$991K +34,967 +11%
IWP
27
IAG Wealth Partners
Wisconsin
$9.8M -$104K -3,676 -1%
UBS Group
28
UBS Group
Switzerland
$9.51M -$381K -13,438 -4%
NA
29
NewEdge Advisors
Louisiana
$9.22M +$459K +16,204 +5%
OMC
30
Old Mission Capital
Illinois
$9.11M -$1.99M -70,236 -18%
GKWIM
31
Gerber Kawasaki Wealth & Investment Management
California
$8.99M +$37.2K +1,312 +0.4%
HFS
32
Hantz Financial Services
Michigan
$8.74M +$860K +30,329 +11%
FFN
33
Focus Financial Network
Minnesota
$8.33M +$164K +5,778 +2%
WT
34
Whittier Trust
California
$7.72M -$51.3K -1,809 -0.7%
MFG
35
Merit Financial Group
Georgia
$7.59M +$96.2K +3,394 +1%
Ameriprise
36
Ameriprise
Minnesota
$6.87M +$1.22M +43,178 +22%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$6.81M +$898K +31,689 +15%
WA
38
Waverly Advisors
Alabama
$6.71M +$5.76M +203,322 +602%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$6.29M +$94.2K +3,323 +2%
FPFS
40
First Personal Financial Services
North Carolina
$5.85M +$50K +1,765 +0.9%
Nisa Investment Advisors
41
Nisa Investment Advisors
Missouri
$5.63M
TFA
42
Tobias Financial Advisors
Florida
$5.55M +$7.23K +255 +0.1%
M1FG
43
Mach-1 Financial Group
Arkansas
$5.54M -$2.26M -79,811 -29%
FPAS
44
Focus Partners Advisor Solutions
Missouri
$5.52M +$118K +4,169 +2%
CMP
45
Courage Miller Partners
Virginia
$5.48M +$23.3K +821 +0.4%
SHJ
46
Sharkey, Howes & Javer
Colorado
$5.11M -$330K -11,645 -6%
MCCA
47
Mill Creek Capital Advisors
Pennsylvania
$4.96M -$426K -15,028 -8%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$4.78M +$272K +9,601 +6%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$4.71M +$40.4K +1,426 +0.9%
JP Morgan Chase
50
JP Morgan Chase
New York
$4.65M -$656K -23,148 -12%

CWI Hedge Fund Activity: Q2 2024 in Review

208 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q2 2024, worth a combined $1.19B — down 0.6% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CWI positions and 11 closed out — a net gain of 4 holders — while 67 added to existing stakes and 68 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $10M. The largest seller was Jane Street, cutting an estimated $10.5M.

  • 208 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q2 2024, up from 206 in Q1 2024.
  • Funds reported $1.19B of State Street SPDR MSCI ACWI ex-US ETF stock for Q2 2024, down 0.6% quarter-over-quarter.
  • 15 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q2 2024 and 11 closed out, a net change of +4 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q2 2024 was Bank of Montreal, an estimated $10M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q2 2024 was Jane Street, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2024.