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State Street SPDR MSCI ACWI ex-US ETF

223 hedge funds and large institutions have $1.21B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more funds holding

Funds holding: 208223 (+15)

4.15% more ownership

Funds ownership: 71.59%75.74% (+4.1%)

0% more capital invested

Capital invested by funds: $1.21B → $1.21B (+$1.78M)

10% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.32M

10% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 68

Holders
223
Holders Change
+15
Holders Change %
+7.21%
% of All Funds
2.94%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
41
Increased
61
Reduced
68
Closed
19
Calls
$1.19M
Puts
$1.32M
Net Calls
-$129K
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Clearstead Advisors
Ohio
$4.4M +$1.61K +55 +0%
SGWM
52
Sterling Group Wealth Management
California
$4.31M +$96.8K +3,312 +2%
Osaic Holdings
53
Osaic Holdings
Arizona
$4.06M +$232K +7,939 +6%
CL
54
CVFG LLC
Indiana
$4.02M +$4.2M +143,782 New
VA
55
Valmark Advisers
Ohio
$4M -$40.7K -1,392 -1%
WCFA
56
Walkner Condon Financial Advisors
Wisconsin
$3.76M
Jane Street
57
Jane Street
New York
$3.72M -$28.7M -982,628 -88%
SC
58
Savant Capital
Illinois
$3.59M -$126K -4,297 -3%
MBT
59
Montecito Bank & Trust
California
$3.56M +$162K +5,540 +5%
CIA
60
Capital Investment Advisors
Georgia
$3.35M -$7.89K -270 -0.2%
OWA
61
Opal Wealth Advisors
New York
$3.33M +$528K +18,080 +18%
FCI
62
Financial Counselors Inc
Kansas
$3.22M +$31.4K +1,074 +0.9%
TIA
63
Tiemann Investment Advisors
California
$3.19M -$422K -14,435 -11%
RG
64
Renaissance Group
Kentucky
$3.02M +$3.16M +108,215 New
3AM
65
3EDGE Asset Management
Florida
$2.83M +$2.96M +101,127 New
NG
66
Novem Group
New York
$2.78M +$2.9M +99,353 New
FFN
67
Focus Financial Network
Minnesota
$2.73M -$5.67M -194,114 -67%
PWH
68
Priebe Wealth Holdings
Minnesota
$2.58M +$236K +8,075 +10%
BCM
69
BTC Capital Management
Iowa
$2.5M
Cerity Partners
70
Cerity Partners
New York
$2.44M -$340K -11,631 -12%
SPIA
71
Steward Partners Investment Advisory
New York
$2.3M -$8.68K -297 -0.4%
UCFA
72
United Capital Financial Advisors
Texas
$2.22M -$116K -3,959 -5%
HWA
73
HHM Wealth Advisors
Tennessee
$2.21M -$14.9K -510 -0.6%
SF
74
Synovus Financial
Georgia
$2.17M -$950K -32,513 -29%
TPCW
75
TD Private Client Wealth
New York
$2.12M +$1.7M +58,275 +330%

CWI Hedge Fund Activity: Q4 2024 in Review

223 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2024, worth a combined $1.21B — up 0.15% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CWI positions and 19 closed out — a net gain of 22 holders — while 61 added to existing stakes and 68 trimmed.

The largest buyer was Bank of America, adding an estimated $76.5M. The largest seller was Jane Street, cutting an estimated $28.7M.

  • 223 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2024, up from 208 in Q3 2024.
  • Funds reported $1.21B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2024, up 0.15% quarter-over-quarter.
  • 41 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2024 and 19 closed out, a net change of +22 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2024 was Bank of America, an estimated $76.5M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2024 was Jane Street, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2024.