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State Street SPDR MSCI ACWI ex-US ETF

201 hedge funds and large institutions have $998M invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.5% more ownership

Funds ownership: 63.92%65.42% (+1.5%)

2% less funds holding

Funds holding: 205201 (-4)

13% less capital invested

Capital invested by funds: $1.15B → $998M (-$150M)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

17% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 70

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
201
Holders Change
-4
Holders Change %
-1.95%
% of All Funds
3.39%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
22
Increased
58
Reduced
70
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPW
51
Kore Private Wealth
New York
$3.14M +$2.12M +83,106 +170%
FMWA
52
Forvis Mazars Wealth Advisors
Missouri
$3.04M +$709K +27,775 +28%
WCFA
53
Walkner Condon Financial Advisors
Wisconsin
$2.95M
TIA
54
Tiemann Investment Advisors
California
$2.7M -$33K -1,292 -1%
LWM
55
Ledge Wealth Management
Minnesota
$2.41M -$7.14M -279,816 -73%
Financial Engines Advisors
56
Financial Engines Advisors
California
$2.29M -$201K -7,857 -8%
HWA
57
HHM Wealth Advisors
Tennessee
$2.25M
KF
58
Krilogy Financial
Missouri
$2.23M -$131K -5,149 -5%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$2.19M +$476K +18,648 +25%
FCI
60
Financial Counselors Inc
Kansas
$1.96M -$11.7K -457 -0.6%
GCA
61
Greenwood Capital Associates
South Carolina
$1.96M +$2.11M +82,536 New
NIC
62
Northwest Investment Counselors
Oregon
$1.96M -$37.3K -1,460 -2%
SWMG
63
Sanchez Wealth Management Group
Florida
$1.87M +$54.4K +2,130 +3%
AC
64
Abbrea Capital
California
$1.86M -$204K -7,999 -9%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$1.79M -$13.4M -525,506 -87%
QA
66
Quantitative Advantage
Minnesota
$1.78M +$11K +430 +0.6%
KAS
67
Kestra Advisory Services
Texas
$1.78M +$79.9K +3,130 +4%
WA
68
Wambolt & Associates
Colorado
$1.72M -$20.1K -786 -1%
UB
69
UMB Bank
Missouri
$1.66M
BCP
70
Blackhawk Capital Partners
Wisconsin
$1.65M -$396K -15,503 -18%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$1.55M -$24K -940 -1%
MIC
72
Meridian Investment Counsel
California
$1.52M +$11.2K +437 +0.7%
MCM
73
Mitchell Capital Management
Kansas
$1.37M +$57.2K +2,242 +4%
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$1.3M
OWA
75
Opal Wealth Advisors
New York
$1.28M -$139K -5,463 -9%

CWI Hedge Fund Activity: Q2 2022 in Review

201 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q2 2022, worth a combined $998M — down 13% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CWI and 22 opened new positions — a net loss of 4 holders — while 70 trimmed existing stakes and 58 added.

The largest buyer was Bank of America, adding an estimated $24M. The largest seller was Royal Bank of Canada, cutting an estimated $13.4M.

  • 201 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q2 2022, down from 205 in Q1 2022.
  • Funds reported $998M of State Street SPDR MSCI ACWI ex-US ETF stock for Q2 2022, down 13% quarter-over-quarter.
  • 22 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q2 2022 and 26 closed out, a net change of -4 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q2 2022 was Bank of America, an estimated $24M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q2 2022 was Royal Bank of Canada, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2022.