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State Street SPDR MSCI ACWI ex-US ETF

193 hedge funds and large institutions have $1.07B invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

32% more capital invested

Capital invested by funds: $811M → $1.07B (+$261M)

8% more funds holding

Funds holding: 179193 (+14)

7.56% more ownership

Funds ownership: 62.4%69.96% (+7.6%)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
193
Holders Change
+14
Holders Change %
+7.82%
% of All Funds
3.1%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
38
Increased
61
Reduced
60
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
51
Greenwood Capital Associates
South Carolina
$2.9M +$930K +39,967 +49%
M1FG
52
Mach-1 Financial Group
Arkansas
$2.79M +$2.66M +114,174 +6,152%
LWM
53
Ledge Wealth Management
Minnesota
$2.75M +$854K +36,689 +47%
AWM
54
AE Wealth Management
Kansas
$2.72M +$2.63M +113,030 New
ISB
55
Iowa State Bank
Iowa
$2.56M -$6.57M -282,389 -73%
HSA
56
HBK Sorce Advisory
Pennsylvania
$2.46M +$1.21M +51,832 +103%
QA
57
Quantitative Advantage
Minnesota
$2.36M +$461K +19,809 +25%
HWA
58
HHM Wealth Advisors
Tennessee
$2.28M
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$2.05M -$123K -5,305 -6%
KF
60
Krilogy Financial
Missouri
$2.05M -$348K -14,970 -15%
FCI
61
Financial Counselors Inc
Kansas
$1.96M -$22.9K -984 -1%
Financial Engines Advisors
62
Financial Engines Advisors
California
$1.95M +$1.47M +63,185 +354%
NIC
63
Northwest Investment Counselors
Oregon
$1.93M
OMC
64
Old Mission Capital
Illinois
$1.87M -$4.47M -192,173 -71%
BCP
65
Blackhawk Capital Partners
Wisconsin
$1.84M +$926K +39,803 +108%
AC
66
Abbrea Capital
California
$1.72M -$78.6K -3,377 -5%
SPIA
67
Steward Partners Investment Advisory
New York
$1.71M +$755K +32,465 +84%
QWM
68
QP Wealth Management
New Jersey
$1.68M +$1.62M +69,842 New
WA
69
Wambolt & Associates
Colorado
$1.68M -$49.2K -2,115 -3%
UB
70
UMB Bank
Missouri
$1.68M
Osaic Holdings
71
Osaic Holdings
Arizona
$1.6M -$1.76M -75,561 -53%
MIC
72
Meridian Investment Counsel
California
$1.53M
Corient Private Wealth
73
Corient Private Wealth
Florida
$1.44M +$1.39M +59,657 New
SWP
74
Stratos Wealth Partners
Ohio
$1.42M +$1.38M +59,156 New
Bank of New York Mellon
75
Bank of New York Mellon
New York
$1.41M +$16.9K +727 +1%

CWI Hedge Fund Activity: Q4 2022 in Review

193 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2022, worth a combined $1.07B — up 32% from $811M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CWI positions and 18 closed out — a net gain of 20 holders — while 61 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $112M. The largest seller was Mirae Asset Global Investments, cutting an estimated $19.3M.

  • 193 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2022, up from 179 in Q3 2022.
  • Funds reported $1.07B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 38 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2022 and 18 closed out, a net change of +20 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2022 was Bank of America, an estimated $112M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2022 was Mirae Asset Global Investments, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2022.