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State Street SPDR MSCI ACWI ex-US ETF

183 hedge funds and large institutions have $1B invested in State Street SPDR MSCI ACWI ex-US ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

12% more funds holding

Funds holding: 164183 (+19)

7% more capital invested

Capital invested by funds: $939M → $1B (+$62.3M)

0.23% more ownership

Funds ownership: 55.63%55.86% (+0.23%)

2% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 59

Holders
183
Holders Change
+19
Holders Change %
+11.59%
% of All Funds
3.61%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
31
Increased
58
Reduced
59
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
$1.25M -$609K -24,354 -33%
PAG
77
Private Advisor Group
New Jersey
$1.25M +$4.95K +198 +0.4%
PPA
78
Parametric Portfolio Associates
Washington
$1.22M -$207K -8,280 -15%
MCM
79
Mitchell Capital Management
Kansas
$1.17M +$62.2K +2,485 +6%
SFG
80
StrategIQ Financial Group
Indiana
$1.15M +$7.5K +300 +0.7%
AWM
81
Argent Wealth Management
Massachusetts
$1.1M +$1.07M +42,728 New
CONA
82
Capital One National Association
New York
$1.08M +$1.05M +42,054 New
AIP
83
ARS Investment Partners
New York
$1.05M
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$1.02M +$997K +39,859 New
FC
85
Forte Capital
New York
$935K -$20.7K -828 -2%
TC
86
TownSquare Capital
Utah
$919K -$229K -9,175 -20%
V
87
Veritable
Delaware
$865K
GIA
88
Gladstone Institutional Advisory
Florida
$848K -$16.7K -667 -2%
CF
89
Corrigan Financial
Rhode Island
$729K +$2.25K +90 +0.3%
PFA
90
Pure Financial Advisors
California
$729K +$10.4K +414 +1%
B
91
Bailard
California
$652K -$11.9K -475 -2%
HFS
92
Howard Financial Services
Texas
$633K
AI
93
Atria Investments
North Carolina
$631K -$3.5K -140 -0.6%
LWMM
94
Legacy Wealth Management (Mississippi)
Mississippi
$618K +$600K +24,000 New
SSWM
95
Sheets Smith Wealth Management
North Carolina
$597K -$212K -8,463 -27%
WWM
96
Windsor Wealth Management
Indiana
$580K -$71.3K -2,850 -11%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$578K -$2.68M -107,038 -83%
MA
98
Mutual Advisors
Nebraska
$560K -$46.9K -1,875 -8%
CIAS
99
CBIZ Investment Advisory Services
Ohio
$538K
EAM
100
Evanson Asset Management
California
$535K +$7.8K +312 +2%

CWI Hedge Fund Activity: Q4 2019 in Review

183 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2019, worth a combined $1B — up 6.6% from $939M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CWI positions and 8 closed out — a net gain of 23 holders — while 58 added to existing stakes and 59 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $47.8M. The largest seller was Envestnet Asset Management, cutting an estimated $74.4M.

  • 183 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2019, up from 164 in Q3 2019.
  • Funds reported $1B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2019, up 6.6% quarter-over-quarter.
  • 31 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2019 and 8 closed out, a net change of +23 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2019 was 3EDGE Asset Management, an estimated $47.8M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $74.4M sold.

Based on aggregated 13F filings for Q4 2019.