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State Street SPDR MSCI ACWI ex-US ETF

143 hedge funds and large institutions have $760M invested in State Street SPDR MSCI ACWI ex-US ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

13% more funds holding

Funds holding: 126143 (+17)

6% more capital invested

Capital invested by funds: $719M → $760M (+$41.5M)

1.44% less ownership

Funds ownership: 73.52%72.07% (-1.4%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
143
Holders Change
+17
Holders Change %
+13.49%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
25
Increased
57
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
51
Financial Consulate
Maryland
$2.08M +$198K +7,723 +11%
BDF
52
Balasa Dinverno & Foltz
$2.02M -$68.3K -2,659 -3%
WAM
53
Watermark Asset Management
California
$1.95M +$122K +4,748 +7%
AI
54
Atria Investments
North Carolina
$1.73M +$342K +13,302 +25%
KFC
55
Klingenstein Fields & Co
New York
$1.61M +$385 +15 +0%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$1.52M +$814K +31,679 +118%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.46M +$53.1K +2,067 +4%
GCA
58
Greenwood Capital Associates
South Carolina
$1.45M -$7.54M -293,517 -84%
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$1.41M
FCI
60
Financial Counselors Inc
Kansas
$1.36M +$108K +4,200 +9%
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$1.34M +$55K +2,141 +4%
WCWM
62
Wooster Corthell Wealth Management
Connecticut
$1.27M -$94.4K -3,677 -7%
VFA
63
Voya Financial Advisors
Connecticut
$1.25M -$8.32K -324 -0.7%
LYV
64
Live Your Vision
Pennsylvania
$1.24M -$2.45M -95,313 -68%
PPA
65
Parametric Portfolio Associates
Washington
$1.23M +$1.21M +47,298 New
FPFS
66
First Personal Financial Services
North Carolina
$1.19M -$3.54K -138 -0.3%
FA
67
FDx Advisors
Illinois
$1.18M -$29.6K -1,151 -2%
AIP
68
ARS Investment Partners
New York
$1.08M
PAG
69
Private Advisor Group
New Jersey
$952K -$17.9K -698 -2%
SFG
70
SNS Financial Group
Minnesota
$934K +$923K +35,925 New
SFG
71
StrategIQ Financial Group
Indiana
$911K -$11.3K -440 -1%
MCM
72
Mitchell Capital Management
Kansas
$798K -$281K -10,959 -26%
LPL Financial
73
LPL Financial
California
$782K -$76.6K -2,982 -9%
CF
74
Corrigan Financial
Rhode Island
$760K -$17.7K -688 -2%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$730K +$83.8K +3,262 +13%

CWI Hedge Fund Activity: Q4 2017 in Review

143 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2017, worth a combined $760M — up 5.8% from $719M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CWI positions and 8 closed out — a net gain of 17 holders — while 57 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $21.8M. The largest seller was Stadion Money Management, exiting entirely with an estimated $67.3M sold.

  • 143 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2017, up from 126 in Q3 2017.
  • Funds reported $760M of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2017, up 5.8% quarter-over-quarter.
  • 25 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2017 and 8 closed out, a net change of +17 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2017 was Bank of America, an estimated $21.8M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2017 was Stadion Money Management, an estimated $67.3M sold.

Based on aggregated 13F filings for Q4 2017.