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State Street SPDR MSCI ACWI ex-US ETF
CWI

208 hedge funds and large institutions have $1.21B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

2% more capital invested

Capital invested by funds: $1.19B → $1.21B (+$21M)

0% more funds holding

Funds holding: 208 → 208 (0)

0.95% less ownership

Funds ownership: 72.54% → 71.59% (-0.95%)

43% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 77

89% less call options, than puts

Call options by funds: $204K | Put options by funds: $1.85M

Holders
208
Holders Change
–
Holders Change %
0%
% of All Funds
2.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
19
Increased
44
Reduced
77
Closed
16
Calls
$204K
Puts
$1.85M
Net Calls
-$1.64M
Net Calls Change
-$1.64M

Top Buyers

1
CI
Clal Insurance
Israel
+$18M
2
WSFS
Wilmington Savings Fund Society
Delaware
+$11.9M
3
Bank of America
Bank of America
North Carolina
+$5.74M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.45M
5
Cerity Partners
Cerity Partners
New York
+$1.92M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.2M
2
Jane Street
Jane Street
New York
-$12.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.3M
4
APP
Avantax Planning Partners
Iowa
-$8.71M
5
OMC
Old Mission Capital
Illinois
-$8.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
SGWM
51
Sterling Group Wealth Management
California
$4.59M +$44.6K +1,537 +1%
VA
52
Valmark Advisers
Ohio
$4.4M -$37.3K -1,287 -0.9%
Mariner
53
Mariner
Kansas
$4.34M +$1.1M +38,088 +36%
Osaic Holdings
54
Osaic Holdings
Arizona
$4.18M -$26.3K -907 -0.7%
WCFA
55
Walkner Condon Financial Advisors
Wisconsin
$4.1M – – –
SC
56
Savant Capital
Illinois
$4.04M -$193K -6,662 -5%
TIA
57
Tiemann Investment Advisors
California
$3.92M +$16.7K +575 +0.4%
MBT
58
Montecito Bank & Trust
California
$3.71M -$321K -11,069 -8%
CIA
59
Capital Investment Advisors
Georgia
$3.66M -$144K -4,970 -4%
FCI
60
Financial Counselors Inc
Kansas
$3.47M +$49.1K +1,692 +2%
SF
61
Synovus Financial
Georgia
$3.36M +$885K +30,515 +38%
OWA
62
Opal Wealth Advisors
New York
$3.07M +$99.6K +3,434 +4%
Cerity Partners
63
Cerity Partners
New York
$3.01M +$1.92M +66,170 +202%
BCM
64
BTC Capital Management
Iowa
$2.73M – – –
PWH
65
Priebe Wealth Holdings
Minnesota
$2.57M +$180K +6,190 +8%
UCFA
66
United Capital Financial Advisors
Texas
$2.54M -$59.5K -2,051 -2%
SPIA
67
Steward Partners Investment Advisory
New York
$2.52M -$51.5K -1,775 -2%
HWA
68
HHM Wealth Advisors
Tennessee
$2.43M -$261K -9,005 -10%
NIC
69
Northwest Investment Counselors
Oregon
$2.23M -$4.73K -163 -0.2%
MIC
70
Meridian Investment Counsel
California
$2.11M – – –
Financial Engines Advisors
71
Financial Engines Advisors
California
$1.94M -$16.5K -570 -0.9%
Corient Private Wealth
72
Corient Private Wealth
Florida
$1.9M +$26.4K +911 +1%
FCH
73
Freestone Capital Holdings
Washington
$1.82M +$34.8K +1,200 +2%
KAS
74
Kestra Advisory Services
Texas
$1.68M – – –
Bank of New York Mellon
75
Bank of New York Mellon
New York
$1.6M +$7.43K +256 +0.5%
1 2
3
4 5

CWI Hedge Fund Activity: Q3 2024 in Review

208 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2024, worth a combined $1.21B — up 1.8% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CWI positions and 16 closed out — a net gain of 3 holders — while 44 added to existing stakes and 77 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $18M. The largest seller was Envestnet Asset Management, cutting an estimated $15.2M.

  • 208 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $1.21B of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2024, up 1.8% quarter-over-quarter.
  • 19 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2024 and 16 closed out, a net change of +3 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2024 was Clal Insurance, an estimated $18M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2024.