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State Street SPDR MSCI ACWI ex-US ETF

205 hedge funds and large institutions have $1.15B invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1.22% more ownership

Funds ownership: 62.7%63.92% (+1.2%)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

2% less capital invested

Capital invested by funds: $1.17B → $1.15B (-$26.2M)

2% less funds holding

Funds holding: 209205 (-4)

28% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 71

Holders
205
Holders Change
-4
Holders Change %
-1.91%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
29
Increased
51
Reduced
71
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DW
51
Domani Wealth
Pennsylvania
$3.13M -$2.56M -91,020 -44%
FCH
52
Freestone Capital Holdings
Washington
$2.92M -$268K -9,518 -8%
Financial Engines Advisors
53
Financial Engines Advisors
California
$2.86M -$42.9K -1,526 -1%
FMWA
54
Forvis Mazars Wealth Advisors
Missouri
$2.76M -$114K -4,045 -4%
KF
55
Krilogy Financial
Missouri
$2.72M +$70.4K +2,503 +3%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$2.62M +$2.68M +95,150 New
HWA
57
HHM Wealth Advisors
Tennessee
$2.6M
IWP
58
IAG Wealth Partners
Wisconsin
$2.6M +$1.01M +35,946 +62%
AC
59
Abbrea Capital
California
$2.37M -$36.5K -1,300 -1%
BCP
60
Blackhawk Capital Partners
Wisconsin
$2.34M +$982K +34,928 +70%
NIC
61
Northwest Investment Counselors
Oregon
$2.3M -$217K -7,720 -8%
FCI
62
Financial Counselors Inc
Kansas
$2.28M -$5.17K -184 -0.2%
SWMG
63
Sanchez Wealth Management Group
Florida
$2.1M +$29.2K +1,037 +1%
QA
64
Quantitative Advantage
Minnesota
$2.05M -$1.32M -46,872 -39%
WA
65
Wambolt & Associates
Colorado
$2.03M -$88.8K -3,160 -4%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$2.02M -$343K -12,202 -14%
KAS
67
Kestra Advisory Services
Texas
$1.97M
UB
68
UMB Bank
Missouri
$1.92M
Bank of New York Mellon
69
Bank of New York Mellon
New York
$1.82M -$81.8K -2,908 -4%
MIC
70
Meridian Investment Counsel
California
$1.74M -$71K -2,526 -4%
OWA
71
Opal Wealth Advisors
New York
$1.63M +$401K +14,262 +32%
TCA
72
Transcend Capital Advisors
New Jersey
$1.6M +$22.5K +800 +1%
MCM
73
Mitchell Capital Management
Kansas
$1.52M +$50.3K +1,789 +3%
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$1.51M
Mariner
75
Mariner
Kansas
$1.49M +$99.5K +3,538 +7%

CWI Hedge Fund Activity: Q1 2022 in Review

205 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q1 2022, worth a combined $1.15B — down 2.2% from $1.17B a quarter earlier.

Fund positioning in CWI was balanced in Q1 2022: 29 funds opened new positions, 29 closed out, 51 added to existing stakes and 71 trimmed.

The largest buyer was Avantax Planning Partners, adding an estimated $23.2M. The largest seller was Bank of America, cutting an estimated $60.7M.

  • 205 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q1 2022, down from 209 in Q4 2021.
  • Funds reported $1.15B of State Street SPDR MSCI ACWI ex-US ETF stock for Q1 2022, down 2.2% quarter-over-quarter.
  • 29 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q1 2022 and 29 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q1 2022 was Avantax Planning Partners, an estimated $23.2M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q1 2022 was Bank of America, an estimated $60.7M sold.

Based on aggregated 13F filings for Q1 2022.