CWI icon

SPDR MSCI ACWI ex-US ETF
CWI

Overview Fund Activity

201 hedge funds and large institutions have $998M invested in 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
Holders
201
Holders Change
-4
Holders Change %
-1.95%
% of All Funds
3.4%
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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$164M
2
WC
2
Wealth CMT
New Jersey
$21.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.3M
4
Ameriprise
4
Ameriprise
Minnesota
$10.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.63M

Top Sellers

1
JCM
1
Jacobi Capital Management
Pennsylvania
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.79M
3
FTUS
3
Flow Traders U.S.
New York
$10.4M
4
LWM
4
Ledge Wealth Management
Minnesota
$2.41M
5
MFG
5
Merit Financial Group
Georgia
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
KPW
51
Kore Private Wealth
New York
$3.14M +$1.98M +83,106 +170%
FMWA
52
Forvis Mazars Wealth Advisors
Missouri
$3.04M +$661K +27,775 +28%
WCFA
53
Walkner Condon Financial Advisors
Wisconsin
$2.95M – – –
TIA
54
Tiemann Investment Advisors
California
$2.7M -$30.7K -1,292 -1%
LWM
55
Ledge Wealth Management
Minnesota
$2.41M -$6.65M -279,816 -73%
Financial Engines Advisors
56
Financial Engines Advisors
California
$2.29M -$187K -7,857 -8%
HWA
57
HHM Wealth Advisors
Tennessee
$2.25M – – –
KF
58
Krilogy Financial
Missouri
$2.23M -$122K -5,149 -5%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$2.19M +$444K +18,648 +25%
FCI
60
Financial Counselors Inc
Kansas
$1.96M -$10.9K -457 -0.6%
GCA
61
Greenwood Capital Associates
South Carolina
$1.96M +$1.96M +82,536 New
NIC
62
Northwest Investment Counselors
Oregon
$1.96M -$34.7K -1,460 -2%
SWMG
63
Sanchez Wealth Management Group
Florida
$1.87M +$50.7K +2,130 +3%
AC
64
Abbrea Capital
California
$1.86M -$190K -7,999 -9%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$1.79M -$12.5M -525,506 -87%
QA
66
Quantitative Advantage
Minnesota
$1.78M +$10.2K +430 +0.6%
KAS
67
Kestra Advisory Services
Texas
$1.78M +$74.4K +3,130 +4%
WA
68
Wambolt & Associates
Colorado
$1.72M -$18.7K -786 -1%
UB
69
UMB Bank
Missouri
$1.66M – – –
BCP
70
Blackhawk Capital Partners
Wisconsin
$1.65M -$369K -15,503 -18%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$1.55M -$22.4K -940 -1%
MIC
72
Meridian Investment Counsel
California
$1.52M +$10.4K +437 +0.7%
MCM
73
Mitchell Capital Management
Kansas
$1.37M +$53.3K +2,242 +4%
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$1.3M – – –
OWA
75
Opal Wealth Advisors
New York
$1.28M -$130K -5,463 -9%
1 2
3
4 5