State Street SPDR MSCI ACWI ex-US ETF
61 hedge funds and large institutions have $186M invested in State Street SPDR MSCI ACWI ex-US ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
75% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 16
12% more capital invested
Capital invested by funds: $166M → $186M (+$19.5M)
5% more funds holding
Funds holding: 58 → 61 (+3)
1.14% more ownership
Funds ownership: 45.19% → 46.33% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.38M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.27M |
| 4 |
Jane Street
New York
|
+$1.53M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$1.43M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAW
51
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $67K | +$4.24K | +173 | +7% |
|
|
HI
52
Hudock Inc
Williamsport,
Pennsylvania
| $54K | – | – | – |
|
53
M&T Bank
Buffalo,
New York
| $49K | – | – | – |
|
54
Envestnet Asset Management
Chicago,
Illinois
| $41K | +$2.67K | +109 | +7% |
|
|
PSC
55
Prentiss Smith & Co
Brattleboro,
Vermont
| $28K | -$27K | -1,102 | -49% |
|
|
WTC
56
WhitTier Trust Company
Reno,
Nevada
| $18K | +$10.1K | +411 | +125% |
|
|
BRWA
57
B. Riley Wealth Advisors
Boca Raton,
Florida
| $11.4K | +$11.3K | +462 | New |
|
58
Creative Planning
Overland Park,
Kansas
| $11K | – | – | – |
|
|
MFS
59
MSI Financial Services
Springfield,
Massachusetts
| $5K | – | – | – |
|
|
GGPS
60
Gary Goldberg Planning Services
Suffern,
New York
| $4K | – | – | – |
|
61
Citigroup
New York
| $3K | – | – | – |
|
|
CCMG
62
Clark Capital Management Group
Philadelphia,
Pennsylvania
| – | -$1.48M | -61,842 | Closed |
|
|
AI
63
Atria Investments
Charlotte,
North Carolina
| – | -$545K | -22,809 | Closed |
|
CWI Hedge Fund Activity: Q2 2014 in Review
61 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q2 2014, worth a combined $186M — up 12% from $166M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CWI positions and 2 closed out — a net gain of 3 holders — while 28 added to existing stakes and 16 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $6.38M. The largest seller was Susquehanna International Group, cutting an estimated $2.09M.
- 61 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q2 2014, up from 58 in Q1 2014.
- Funds reported $186M of State Street SPDR MSCI ACWI ex-US ETF stock for Q2 2014, up 12% quarter-over-quarter.
- 5 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q2 2014 and 2 closed out, a net change of +3 holders.
- The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q2 2014 was Royal Bank of Canada, an estimated $6.38M added.
- The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q2 2014 was Susquehanna International Group, an estimated $2.09M sold.
Based on aggregated 13F filings for Q2 2014.