State Street SPDR MSCI ACWI ex-US ETF
82 hedge funds and large institutions have $503M invested in State Street SPDR MSCI ACWI ex-US ETF in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 7 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 15
87% more capital invested
Capital invested by funds: $269M → $503M (+$235M)
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
25.33% more ownership
Funds ownership: 57.12% → 82.45% (+25%)
4% more funds holding
Funds holding: 79 → 82 (+3)
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$160M |
| 2 |
State Street
Boston,
Massachusetts
|
+$48.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$18.5M |
| 4 |
GC
Gratus Capital
Atlanta,
Georgia
|
+$13.5M |
| 5 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
+$4.83M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.11M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.56M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.89M |
| 4 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
-$1.85M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$1.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
76
WFG Advisors
Dallas,
Texas
| $4K | – | – | – |
|
|
RFA
77
Reilly Financial Advisors
La Mesa,
California
| $3K | +$2.72K | +113 | New |
|
|
BAM
78
Bruderman Asset Management
Locust Valley,
New York
| $1K | – | – | – |
|
|
CFA
79
Carroll Financial Associates
Charlotte,
North Carolina
| $1K | +$697 | +29 | New |
|
80
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $18 | – | – | – |
|
|
81
Northern Trust
Chicago,
Illinois
| – | -$1.51M | -65,334 | Closed |
|
|
LI
82
Longer Investments
Fayetteville,
Arkansas
| – | -$277K | -12,000 | Closed |
|
|
TSS
83
Two Sigma Securities
New York
| – | -$225K | -9,753 | Closed |
|
84
US Bancorp
Minneapolis,
Minnesota
| – | -$72K | -3,126 | Closed |
|
|
PSC
85
Prentiss Smith & Co
Brattleboro,
Vermont
| – | -$27K | -1,148 | Closed |
|
|
SF
86
Synovus Financial
Columbus,
Georgia
| – | -$17K | -741 | Closed |
|
87
Creative Planning
Overland Park,
Kansas
| – | -$10K | -435 | Closed |
|
CWI Hedge Fund Activity: Q2 2015 in Review
82 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q2 2015, worth a combined $503M — up 87% from $269M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CWI positions and 7 closed out — a net gain of 3 holders — while 39 added to existing stakes and 15 trimmed.
The largest buyer was Ameriprise, adding an estimated $160M. The largest seller was Citadel Advisors, cutting an estimated $5.11M.
- 82 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q2 2015, up from 79 in Q1 2015.
- Funds reported $503M of State Street SPDR MSCI ACWI ex-US ETF stock for Q2 2015, up 87% quarter-over-quarter.
- 10 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q2 2015 and 7 closed out, a net change of +3 holders.
- The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q2 2015 was Ameriprise, an estimated $160M added.
- The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q2 2015 was Citadel Advisors, an estimated $5.11M sold.
Based on aggregated 13F filings for Q2 2015.