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State Street SPDR MSCI ACWI ex-US ETF
CWI

126 hedge funds and large institutions have $719M invested in State Street SPDR MSCI ACWI ex-US ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

21% more capital invested

Capital invested by funds: $596M → $719M (+$123M)

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

7.17% more ownership

Funds ownership: 66.35% → 73.52% (+7.2%)

4% more funds holding

Funds holding: 121 → 126 (+5)

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
3.14%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.25%
New
13
Increased
45
Reduced
38
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
Stadion Money Management
Georgia
+$38.5M
2
Bank of America
Bank of America
North Carolina
+$20.5M
3
Jane Street
Jane Street
New York
+$11.4M
4
State Street
State Street
Massachusetts
+$9.47M
5
UBS Group
UBS Group
Switzerland
+$6.06M

Top Sellers

1
MBT
Montecito Bank & Trust
California
-$8.29M
2
WP
WealthSource Partners
California
-$4.07M
3
FTUS
Flow Traders U.S.
New York
-$2.44M
4
OMC
Old Mission Capital
Illinois
-$1.09M
5
SFG
SNS Financial Group
Minnesota
-$888K
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
51
Nisa Investment Advisors
Missouri
$1.37M – – –
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.36M -$13.4K -543 -1%
AI
53
Atria Investments
North Carolina
$1.35M -$40.4K -1,643 -3%
WCWM
54
Wooster Corthell Wealth Management
Connecticut
$1.33M -$23.3K -946 -2%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$1.25M -$13.9K -567 -1%
FCI
56
Financial Counselors Inc
Kansas
$1.21M – – –
VFA
57
Voya Financial Advisors
Connecticut
$1.21M -$33.5K -1,364 -3%
FA
58
FDx Advisors
Illinois
$1.17M -$37.1K -1,507 -3%
FPFS
59
First Personal Financial Services
North Carolina
$1.16M +$37K +1,503 +3%
AIP
60
ARS Investment Partners
New York
$1.05M – – –
MCM
61
Mitchell Capital Management
Kansas
$1.05M +$546K +22,187 +114%
PAG
62
Private Advisor Group
New Jersey
$917K +$935 +38 +0.1%
SFG
63
StrategIQ Financial Group
Indiana
$894K -$44.1K -1,795 -5%
LPL Financial
64
LPL Financial
California
$834K -$2.53K -103 -0.3%
CF
65
Corrigan Financial
Rhode Island
$755K -$10.2K -413 -1%
WS
66
Wela Strategies
Georgia
$679K +$156K +6,325 +31%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$679K +$238K +9,685 +56%
BRF
68
B. Riley Financial
California
$669K +$652K +26,514 New
WF
69
WealthTrust Fairport
Ohio
$642K – – –
FC
70
Forte Capital
New York
$642K +$5.61K +228 +0.9%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$626K +$611K +24,833 New
KBFS
72
Kohmann Bosshard Financial Services
Ohio
$592K +$577K +23,462 New
V
73
Veritable
Delaware
$583K – – –
CA
74
Cetera Advisors
Colorado
$560K -$523K -21,279 -49%
US Bancorp
75
US Bancorp
Minnesota
$547K – – –
1 2
3
4 5

CWI Hedge Fund Activity: Q3 2017 in Review

126 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 Q3 2017, worth a combined $719M — up 21% from $596M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CWI positions and 6 closed out — a net gain of 7 holders — while 45 added to existing stakes and 38 trimmed.

The largest buyer was Stadion Money Management, adding an estimated $38.5M. The largest seller was Montecito Bank & Trust, cutting an estimated $8.29M.

  • 126 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2017, up from 121 in Q2 2017.
  • Funds reported $719M of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2017, up 21% quarter-over-quarter.
  • 13 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2017 and 6 closed out, a net change of +7 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2017 was Stadion Money Management, an estimated $38.5M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2017 was Montecito Bank & Trust, an estimated $8.29M sold.

Based on aggregated 13F filings for Q3 2017.