State Street SPDR MSCI ACWI ex-US ETF
57 hedge funds and large institutions have $174M invested in State Street SPDR MSCI ACWI ex-US ETF in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
24% more capital invested
Capital invested by funds: $140M → $174M (+$33.8M)
16% more funds holding
Funds holding: 49 → 57 (+8)
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
1.15% more ownership
Funds ownership: 51.59% → 52.74% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$9.64M |
| 2 |
Jane Street
New York
|
+$5.09M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.18M |
| 4 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
+$1.67M |
| 5 |
P
Pitcairn
Conshohocken,
Pennsylvania
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.58M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$813K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$486K |
| 4 |
NG
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
-$447K |
| 5 |
Lazard Asset Management
New York
|
-$368K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
51
Ladenburg Thalmann Financial Services
Miami,
Florida
| $31K | – | – | – |
|
52
Jones Financial Companies
Des Peres,
Missouri
| $20K | +$18.9K | +855 | New |
|
53
Creative Planning
Overland Park,
Kansas
| $10K | – | – | – |
|
|
WTC
54
WhitTier Trust Company
Reno,
Nevada
| $8K | – | – | – |
|
|
MFS
55
MSI Financial Services
Springfield,
Massachusetts
| $5K | – | – | – |
|
56
Citigroup
New York
| $3K | – | – | – |
|
|
GGPS
57
Gary Goldberg Planning Services
Suffern,
New York
| $3K | – | – | – |
|
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.58M | -123,627 | Closed |
|
CWI Hedge Fund Activity: Q3 2013 in Review
57 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2013, worth a combined $174M — up 24% from $140M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CWI positions and 1 closed out — a net gain of 8 holders — while 17 added to existing stakes and 15 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $9.64M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.58M sold.
- 57 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2013, up from 49 in Q2 2013.
- Funds reported $174M of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2013, up 24% quarter-over-quarter.
- 9 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2013 and 1 closed out, a net change of +8 holders.
- The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2013 was Bank of Montreal, an estimated $9.64M added.
- The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2013 was Susquehanna International Group, an estimated $2.58M sold.
Based on aggregated 13F filings for Q3 2013.