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State Street SPDR MSCI ACWI ex-US ETF

101 hedge funds and large institutions have $296M invested in State Street SPDR MSCI ACWI ex-US ETF in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

5% more funds holding

Funds holding: 96101 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less capital invested

Capital invested by funds: $330M → $296M (-$34.1M)

12.01% less ownership

Funds ownership: 68.03%56.02% (-12%)

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
14
Increased
45
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
51
Boston Advisors
Massachusetts
$765K +$424K +20,595 +120%
VWM
52
Vector Wealth Management
Minnesota
$762K +$187K +9,075 +32%
CF
53
Corrigan Financial
Rhode Island
$745K +$2.16K +105 +0.3%
FC
54
Financial Consulate
Maryland
$679K +$16.1K +780 +2%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$656K +$628K +30,468 +1,684%
FPFS
56
First Personal Financial Services
North Carolina
$638K +$211K +10,247 +48%
FC
57
Forte Capital
New York
$610K +$218K +10,606 +55%
AllianceBernstein
58
AllianceBernstein
Tennessee
$580K +$219K +10,635 +59%
SFG
59
StrategIQ Financial Group
Indiana
$500K +$156K +7,556 +44%
SAMC
60
Spectrum Asset Management (California)
California
$485K +$26.5K +1,288 +6%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$472K +$479K +23,250 New
B
62
Bailard
California
$443K -$14.7K -716 -3%
CT
63
Cambridge Trust
Massachusetts
$432K -$55.4K -2,692 -11%
Verition Fund Management
64
Verition Fund Management
Connecticut
$408K +$413K +20,075 New
Luther King Capital Management (LKCM)
65
Luther King Capital Management (LKCM)
Texas
$399K +$405K +19,646 New
BC
66
Barnett & Company
Tennessee
$398K +$79.3K +3,850 +24%
EAM
67
Evanson Asset Management
California
$384K +$5.5K +267 +1%
JWA
68
JFS Wealth Advisors
Pennsylvania
$380K -$26.4K -1,283 -6%
FANJ
69
Financial Architects (New Jersey)
New Jersey
$357K -$288 -14 -0.1%
WA
70
Wealth Architects
California
$317K
BTS
71
BB&T Securities
Virginia
$308K +$55K +2,669 +21%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$275K
ACM
73
Argentus Capital Management
Texas
$203K -$18.2K -882 -8%
Lazard Asset Management
74
Lazard Asset Management
New York
$183K +$34K +1,650 +22%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$131K -$3.34K -162 -2%

CWI Hedge Fund Activity: Q2 2016 in Review

101 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q2 2016, worth a combined $296M — down 10% from $330M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CWI positions and 9 closed out — a net gain of 5 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $14.3M. The largest seller was Ameriprise, cutting an estimated $38.8M.

  • 101 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q2 2016, up from 96 in Q1 2016.
  • Funds reported $296M of State Street SPDR MSCI ACWI ex-US ETF stock for Q2 2016, down 10% quarter-over-quarter.
  • 14 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q2 2016 and 9 closed out, a net change of +5 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q2 2016 was Flow Traders U.S., an estimated $14.3M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q2 2016 was Ameriprise, an estimated $38.8M sold.

Based on aggregated 13F filings for Q2 2016.