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State Street SPDR MSCI ACWI ex-US ETF

183 hedge funds and large institutions have $1B invested in State Street SPDR MSCI ACWI ex-US ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

12% more funds holding

Funds holding: 164183 (+19)

7% more capital invested

Capital invested by funds: $939M → $1B (+$62.3M)

0.23% more ownership

Funds ownership: 55.63%55.86% (+0.23%)

2% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 59

Holders
183
Holders Change
+19
Holders Change %
+11.59%
% of All Funds
3.61%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
31
Increased
58
Reduced
59
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
51
Citizens Financial Group
Rhode Island
$2.85M -$34.1K -1,362 -1%
BCI
52
Brinker Capital Investments
Pennsylvania
$2.81M -$138K -5,515 -5%
KF
53
Krilogy Financial
Missouri
$2.8M +$144K +5,763 +6%
TIA
54
Tiemann Investment Advisors
California
$2.76M +$41.3K +1,650 +2%
NIC
55
Northwest Investment Counselors
Oregon
$2.62M +$375 +15 +0%
FFN
56
Focus Financial Network
Minnesota
$2.45M +$159K +6,340 +7%
WA
57
Wambolt & Associates
Colorado
$2.41M +$20.1K +803 +0.9%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$2.35M -$30.1K -1,203 -1%
SWM
59
SVA Wealth Management
Wisconsin
$2.15M -$3.08K -123 -0.1%
WCWM
60
Wooster Corthell Wealth Management
Connecticut
$2.15M +$36.9K +1,477 +2%
SGCA
61
Steel Grove Capital Advisors
Tennessee
$2.15M -$23.6K -942 -1%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$1.82M -$65.8K -2,630 -4%
GI
63
Gradient Investments
Minnesota
$1.81M +$26.6K +1,065 +2%
PWMG
64
Prestige Wealth Management Group
New Jersey
$1.66M -$3.28K -131 -0.2%
BDF
65
Balasa Dinverno & Foltz
$1.58M -$6.15K -246 -0.4%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.53M +$1.49M +59,576 New
SFG
67
Sage Financial Group
Pennsylvania
$1.49M
PCIA
68
Prime Capital Investment Advisors
Kansas
$1.45M -$133K -5,330 -9%
FCI
69
Financial Counselors Inc
Kansas
$1.41M +$132K +5,275 +11%
LPL Financial
70
LPL Financial
California
$1.38M +$43K +1,720 +3%
KFC
71
Klingenstein Fields & Co
New York
$1.35M
RWM
72
RKL Wealth Management
Pennsylvania
$1.35M +$92.1K +3,681 +8%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$1.33M +$1.29M +51,709 New
FCFC
74
First Commonwealth Financial Corp
Pennsylvania
$1.29M -$9.8K -392 -0.8%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$1.26M -$20.3K -810 -2%

CWI Hedge Fund Activity: Q4 2019 in Review

183 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2019, worth a combined $1B — up 6.6% from $939M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CWI positions and 8 closed out — a net gain of 23 holders — while 58 added to existing stakes and 59 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $47.8M. The largest seller was Envestnet Asset Management, cutting an estimated $74.4M.

  • 183 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2019, up from 164 in Q3 2019.
  • Funds reported $1B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2019, up 6.6% quarter-over-quarter.
  • 31 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2019 and 8 closed out, a net change of +23 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2019 was 3EDGE Asset Management, an estimated $47.8M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $74.4M sold.

Based on aggregated 13F filings for Q4 2019.