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State Street SPDR MSCI ACWI ex-US ETF

208 hedge funds and large institutions have $1.21B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

2% more capital invested

Capital invested by funds: $1.19B → $1.21B (+$21M)

0% more funds holding

Funds holding: 208208 (0)

0.95% less ownership

Funds ownership: 72.54%71.59% (-0.95%)

43% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 77

89% less call options, than puts

Call options by funds: $204K | Put options by funds: $1.85M

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
19
Increased
44
Reduced
77
Closed
16
Calls
$204K
Puts
$1.85M
Net Calls
-$1.64M
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$10.4M -$381K -13,129 -4%
IWP
27
IAG Wealth Partners
Wisconsin
$10.4M -$166K -5,724 -2%
NA
28
NewEdge Advisors
Louisiana
$10.1M +$168K +5,791 +2%
HFS
29
Hantz Financial Services
Michigan
$9.55M +$142K +4,905 +2%
GKWIM
30
Gerber Kawasaki Wealth & Investment Management
California
$9.09M -$548K -18,877 -6%
FFN
31
Focus Financial Network
Minnesota
$8.88M +$165K +5,672 +2%
UBS Group
32
UBS Group
Switzerland
$8.61M -$1.54M -53,160 -16%
WT
33
Whittier Trust
California
$8.3M
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$7.95M -$10.3M -355,030 -58%
HNB
35
Huntington National Bank
Ohio
$7.81M
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$7.61M +$274K +9,456 +4%
WA
37
Waverly Advisors
Alabama
$7.09M -$121K -4,182 -2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$7.04M +$259K +8,919 +4%
FPAS
39
Focus Partners Advisor Solutions
Missouri
$6.75M +$776K +26,741 +14%
MFG
40
Merit Financial Group
Georgia
$6.7M -$1.39M -48,015 -18%
Ameriprise
41
Ameriprise
Minnesota
$6.69M -$648K -22,351 -9%
M1FG
42
Mach-1 Financial Group
Arkansas
$6.41M +$446K +15,363 +8%
FPFS
43
First Personal Financial Services
North Carolina
$6.25M -$42.4K -1,461 -0.7%
Nisa Investment Advisors
44
Nisa Investment Advisors
Missouri
$6.06M
TFA
45
Tobias Financial Advisors
Florida
$5.97M -$4.87K -168 -0.1%
CMP
46
Courage Miller Partners
Virginia
$5.87M -$18.4K -633 -0.3%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$5.52M +$362K +12,488 +7%
MCCA
48
Mill Creek Capital Advisors
Pennsylvania
$5.24M -$81.1K -2,797 -2%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$5.06M -$6.18K -213 -0.1%
CA
50
Clearstead Advisors
Ohio
$4.79M

CWI Hedge Fund Activity: Q3 2024 in Review

208 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2024, worth a combined $1.21B — up 1.8% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CWI positions and 16 closed out — a net gain of 3 holders — while 44 added to existing stakes and 77 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $18M. The largest seller was Envestnet Asset Management, cutting an estimated $15.2M.

  • 208 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $1.21B of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2024, up 1.8% quarter-over-quarter.
  • 19 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2024 and 16 closed out, a net change of +3 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2024 was Clal Insurance, an estimated $18M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2024.