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State Street SPDR MSCI ACWI ex-US ETF

208 hedge funds and large institutions have $1.19B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

1% more funds holding

Funds holding: 206208 (+2)

0.17% more ownership

Funds ownership: 72.37%72.54% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less capital invested

Capital invested by funds: $1.19B → $1.19B (-$7.11M)

1% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 68

Holders
208
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
3%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
67
Reduced
68
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Clearstead Advisors
Ohio
$4.46M +$4.45M +157,191 +89,313%
SGWM
52
Sterling Group Wealth Management
California
$4.23M +$4.23M +149,409 New
VA
53
Valmark Advisers
Ohio
$4.13M +$138K +4,884 +3%
SC
54
Savant Capital
Illinois
$3.95M -$66.9K -2,361 -2%
Osaic Holdings
55
Osaic Holdings
Arizona
$3.92M +$45.9K +1,620 +1%
WCFA
56
Walkner Condon Financial Advisors
Wisconsin
$3.81M +$303K +10,696 +9%
MBT
57
Montecito Bank & Trust
California
$3.77M -$338K -11,930 -8%
TIA
58
Tiemann Investment Advisors
California
$3.63M -$18.6K -655 -0.5%
CIA
59
Capital Investment Advisors
Georgia
$3.55M -$260K -9,174 -7%
FCI
60
Financial Counselors Inc
Kansas
$3.18M +$294K +10,371 +10%
Mariner
61
Mariner
Kansas
$2.96M +$48.2K +1,701 +2%
DWM
62
Dakota Wealth Management
Florida
$2.83M -$41.9K -1,478 -1%
OWA
63
Opal Wealth Advisors
New York
$2.76M +$91.4K +3,226 +3%
BCM
64
BTC Capital Management
Iowa
$2.54M
HWA
65
HHM Wealth Advisors
Tennessee
$2.51M
UCFA
66
United Capital Financial Advisors
Texas
$2.42M -$387K -13,645 -14%
SPIA
67
Steward Partners Investment Advisory
New York
$2.39M +$61.5K +2,169 +3%
SF
68
Synovus Financial
Georgia
$2.26M +$93.2K +3,290 +4%
PWH
69
Priebe Wealth Holdings
Minnesota
$2.21M +$246K +8,667 +12%
NIC
70
Northwest Investment Counselors
Oregon
$2.08M -$9.58K -338 -0.5%
MIC
71
Meridian Investment Counsel
California
$1.97M -$2.41K -85 -0.1%
AC
72
Abbrea Capital
California
$1.84M -$49.2K -1,735 -3%
Financial Engines Advisors
73
Financial Engines Advisors
California
$1.82M -$34.6K -1,220 -2%
Corient Private Wealth
74
Corient Private Wealth
Florida
$1.74M +$5.27K +186 +0.3%
FCH
75
Freestone Capital Holdings
Washington
$1.66M +$80.6K +2,845 +5%

CWI Hedge Fund Activity: Q2 2024 in Review

208 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q2 2024, worth a combined $1.19B — down 0.6% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CWI positions and 11 closed out — a net gain of 4 holders — while 67 added to existing stakes and 68 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $10M. The largest seller was Jane Street, cutting an estimated $10.5M.

  • 208 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q2 2024, up from 206 in Q1 2024.
  • Funds reported $1.19B of State Street SPDR MSCI ACWI ex-US ETF stock for Q2 2024, down 0.6% quarter-over-quarter.
  • 15 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q2 2024 and 11 closed out, a net change of +4 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q2 2024 was Bank of Montreal, an estimated $10M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q2 2024 was Jane Street, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2024.