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State Street SPDR MSCI ACWI ex-US ETF

223 hedge funds and large institutions have $1.21B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more funds holding

Funds holding: 208223 (+15)

4.15% more ownership

Funds ownership: 71.59%75.74% (+4.1%)

0% more capital invested

Capital invested by funds: $1.21B → $1.21B (+$1.78M)

10% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.32M

10% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 68

Holders
223
Holders Change
+15
Holders Change %
+7.21%
% of All Funds
2.94%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
41
Increased
61
Reduced
68
Closed
19
Calls
$1.19M
Puts
$1.32M
Net Calls
-$129K
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
26
Huntington National Bank
Ohio
$10.3M
NA
27
NewEdge Advisors
Louisiana
$9.74M +$510K +17,441 +5%
HFS
28
Hantz Financial Services
Michigan
$9.71M +$990K +33,879 +11%
IWP
29
IAG Wealth Partners
Wisconsin
$9.31M -$212K -7,261 -2%
GKWIM
30
Gerber Kawasaki Wealth & Investment Management
California
$7.94M -$426K -14,585 -5%
Wells Fargo
31
Wells Fargo
California
$7.71M -$1.94M -66,213 -19%
MFG
32
Merit Financial Group
Georgia
$7.6M +$1.52M +51,949 +24%
WT
33
Whittier Trust
California
$7.58M -$41.6K -1,425 -0.5%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$7.5M +$534K +18,282 +7%
UBS Group
35
UBS Group
Switzerland
$6.97M -$977K -33,442 -12%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$6.85M -$432K -14,796 -6%
WA
37
Waverly Advisors
Alabama
$6.5M -$3.86K -132 -0.1%
Ameriprise
38
Ameriprise
Minnesota
$6.3M +$176K +6,036 +3%
FF
39
Friday Financial
Iowa
$6.23M +$6.52M +223,054 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$5.89M -$600K -20,528 -9%
Nisa Investment Advisors
41
Nisa Investment Advisors
Missouri
$5.56M
Raymond James Financial
42
Raymond James Financial
Florida
$5.51M +$5.76M +197,062 New
JP Morgan Chase
43
JP Morgan Chase
New York
$5.47M +$5.08M +173,886 +795%
TFA
44
Tobias Financial Advisors
Florida
$5.47M -$10.1K -345 -0.2%
CMP
45
Courage Miller Partners
Virginia
$5.39M +$8.27K +283 +0.1%
BMWS
46
Brady Martz Wealth Solutions
North Dakota
$5.1M +$5.4M +184,650 New
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$4.82M +$188K +6,447 +4%
APWA
48
Atlas Private Wealth Advisors
New Jersey
$4.75M +$4.97M +170,037 New
MCCA
49
Mill Creek Capital Advisors
Pennsylvania
$4.67M -$146K -5,005 -3%
Mariner
50
Mariner
Kansas
$4.59M +$632K +21,636 +15%

CWI Hedge Fund Activity: Q4 2024 in Review

223 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2024, worth a combined $1.21B — up 0.15% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CWI positions and 19 closed out — a net gain of 22 holders — while 61 added to existing stakes and 68 trimmed.

The largest buyer was Bank of America, adding an estimated $76.5M. The largest seller was Jane Street, cutting an estimated $28.7M.

  • 223 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2024, up from 208 in Q3 2024.
  • Funds reported $1.21B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2024, up 0.15% quarter-over-quarter.
  • 41 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2024 and 19 closed out, a net change of +22 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2024 was Bank of America, an estimated $76.5M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2024 was Jane Street, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2024.