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State Street SPDR MSCI ACWI ex-US ETF

121 hedge funds and large institutions have $596M invested in State Street SPDR MSCI ACWI ex-US ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 26

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $543M → $596M (+$52.9M)

1% more funds holding

Funds holding: 120121 (+1)

0.83% less ownership

Funds ownership: 67.18%66.35% (-0.83%)

Holders
121
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
3.02%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.22%
New
13
Increased
58
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.29M +$10K +426 +0.8%
Nisa Investment Advisors
52
Nisa Investment Advisors
Missouri
$1.29M
WCWM
53
Wooster Corthell Wealth Management
Connecticut
$1.27M +$7.15K +304 +0.6%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$1.19M +$181K +7,684 +18%
VFA
55
Voya Financial Advisors
Connecticut
$1.18M -$2K -85 -0.2%
FCI
56
Financial Counselors Inc
Kansas
$1.14M
FA
57
FDx Advisors
Illinois
$1.14M -$48.6K -2,066 -4%
NDSI
58
Newman Dignan & Sheerar Inc
Rhode Island
$1.11M +$605K +25,716 +124%
OMC
59
Old Mission Capital
Illinois
$1.09M +$393K +16,705 +57%
FPFS
60
First Personal Financial Services
North Carolina
$1.06M +$14.4K +613 +1%
CA
61
Cetera Advisors
Colorado
$1.03M -$2.12M -90,092 -67%
AIP
62
ARS Investment Partners
New York
$990K
SFG
63
SNS Financial Group
Minnesota
$888K
SFG
64
StrategIQ Financial Group
Indiana
$886K -$33.3K -1,416 -4%
PAG
65
Private Advisor Group
New Jersey
$858K +$498K +21,187 +141%
LPL Financial
66
LPL Financial
California
$788K -$364K -15,468 -32%
CF
67
Corrigan Financial
Rhode Island
$721K -$15.3K -649 -2%
WF
68
WealthTrust Fairport
Ohio
$605K
FC
69
Forte Capital
New York
$600K +$29.1K +1,239 +5%
SWP
70
Stratos Wealth Partners
Ohio
$566K +$70.6K +3,003 +14%
V
71
Veritable
Delaware
$550K
US Bancorp
72
US Bancorp
Minnesota
$515K +$510K +21,683 New
CT
73
Cambridge Trust
Massachusetts
$492K -$1.22K -52 -0.3%
WS
74
Wela Strategies
Georgia
$490K +$41.3K +1,755 +9%
B
75
Bailard
California
$485K

CWI Hedge Fund Activity: Q2 2017 in Review

121 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q2 2017, worth a combined $596M — up 9.7% from $543M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CWI positions and 10 closed out — a net gain of 3 holders — while 58 added to existing stakes and 26 trimmed.

The largest buyer was Bank of America, adding an estimated $35.7M. The largest seller was Ameriprise, cutting an estimated $54.7M.

  • 121 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q2 2017, up from 120 in Q1 2017.
  • Funds reported $596M of State Street SPDR MSCI ACWI ex-US ETF stock for Q2 2017, up 9.7% quarter-over-quarter.
  • 13 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q2 2017 and 10 closed out, a net change of +3 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q2 2017 was Bank of America, an estimated $35.7M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q2 2017 was Ameriprise, an estimated $54.7M sold.

Based on aggregated 13F filings for Q2 2017.