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State Street SPDR MSCI ACWI ex-US ETF

179 hedge funds and large institutions have $811M invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3.02% less ownership

Funds ownership: 65.42%62.4% (-3%)

11% less funds holding

Funds holding: 201179 (-22)

19% less capital invested

Capital invested by funds: $998M → $811M (-$187M)

20% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 70

69% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 32

Holders
179
Holders Change
-22
Holders Change %
-10.95%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
10
Increased
56
Reduced
70
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KF
51
Krilogy Financial
Missouri
$2.12M +$148K +6,275 +7%
HWA
52
HHM Wealth Advisors
Tennessee
$2.01M
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.92M -$36.4K -1,546 -2%
FCI
54
Financial Counselors Inc
Kansas
$1.75M +$1.15K +49 +0.1%
GCA
55
Greenwood Capital Associates
South Carolina
$1.71M -$42.1K -1,790 -2%
NIC
56
Northwest Investment Counselors
Oregon
$1.7M -$51.1K -2,172 -3%
FCH
57
Freestone Capital Holdings
Washington
$1.68M +$1.23M +52,125 +194%
QA
58
Quantitative Advantage
Minnesota
$1.66M +$76.8K +3,264 +4%
LWM
59
Ledge Wealth Management
Minnesota
$1.65M -$553K -23,481 -23%
AC
60
Abbrea Capital
California
$1.59M -$77.6K -3,295 -4%
WA
61
Wambolt & Associates
Colorado
$1.53M -$11K -469 -0.6%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$1.52M -$13.5M -571,660 -89%
UB
63
UMB Bank
Missouri
$1.48M
MIC
64
Meridian Investment Counsel
California
$1.35M -$2.35K -100 -0.2%
OWA
65
Opal Wealth Advisors
New York
$1.23M +$96.5K +4,099 +8%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$1.23M -$174K -7,402 -11%
MCM
67
Mitchell Capital Management
Kansas
$1.2M -$24.6K -1,045 -2%
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
$1.16M
MTWM
69
Masso Torrence Wealth Management
New Jersey
$1.09M +$43.6K +1,854 +4%
RWM
70
RKL Wealth Management
Pennsylvania
$1.08M -$21.8K -927 -2%
HSA
71
HBK Sorce Advisory
Pennsylvania
$1.07M -$10.8K -457 -0.9%
MWA
72
Monograph Wealth Advisors
California
$1.05M
Renaissance Technologies
73
Renaissance Technologies
New York
$999K +$231K +9,800 +26%
LFA
74
Laraway Financial Advisors
Minnesota
$976K -$2.83K -120 -0.3%
AWM
75
Apollon Wealth Management
South Carolina
$933K -$27.9K -1,186 -3%

CWI Hedge Fund Activity: Q3 2022 in Review

179 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2022, worth a combined $811M — down 19% from $998M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of CWI and 10 opened new positions — a net loss of 22 holders — while 70 trimmed existing stakes and 56 added.

The largest buyer was Synovus Financial, adding an estimated $33.2M. The largest seller was PNC Financial Services Group, cutting an estimated $82.2M.

  • 179 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2022, down from 201 in Q2 2022.
  • Funds reported $811M of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2022, down 19% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2022 and 32 closed out, a net change of -22 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2022 was Synovus Financial, an estimated $33.2M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2022 was PNC Financial Services Group, an estimated $82.2M sold.

Based on aggregated 13F filings for Q3 2022.