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State Street SPDR MSCI ACWI ex-US ETF
CWI

191 hedge funds and large institutions have $1.02B invested in State Street SPDR MSCI ACWI ex-US ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

4% more funds holding

Funds holding: 184 → 191 (+7)

5% less capital invested

Capital invested by funds: $1.07B → $1.02B (-$50.9M)

7% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 57

1.72% less ownership

Funds ownership: 59.85% → 58.13% (-1.7%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
191
Holders Change
+7
Holders Change %
+3.8%
% of All Funds
3.34%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
18
Increased
53
Reduced
57
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$11.6M
2
FTUS
Flow Traders U.S.
New York
+$9.4M
3
TCA
Transcend Capital Advisors
New Jersey
+$1.69M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$1.65M
5
HCM
Hengehold Capital Management
Ohio
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
-$17.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.49M
3
FFN
Focus Financial Network
Minnesota
-$4.53M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$2.58M
5
OCM
Orser Capital Management
Texas
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
76
Mutual Advisors
Nebraska
$1.04M +$165K +5,521 +18%
IWP
77
IAG Wealth Partners
Wisconsin
$1.01M +$484K +16,213 +87%
Cerity Partners
78
Cerity Partners
New York
$977K -$722K -24,177 -42%
M&T Bank
79
M&T Bank
New York
$963K – – –
WOSD
80
WFA of San Diego
California
$948K -$85K -2,847 -8%
TF
81
TIAA FSB
Florida
$921K -$18.4K -617 -2%
B
82
Bailard
California
$800K -$9.38K -314 -1%
Financial Engines Advisors
83
Financial Engines Advisors
California
$787K -$2.58M -86,390 -76%
AIP
84
ARS Investment Partners
New York
$751K – – –
SFG
85
Sage Financial Group
Pennsylvania
$747K – – –
SAS
86
SMI Advisory Services
Indiana
$744K -$14.7K -492 -2%
GWM
87
GSB Wealth Management
Connecticut
$743K +$86.5K +2,898 +13%
NDSI
88
Newman Dignan & Sheerar Inc
Rhode Island
$722K +$26K +870 +4%
ACM
89
Allred Capital Management
Texas
$624K -$301K -10,066 -32%
HC
90
Henshaw Capital
Massachusetts
$619K – – –
EAM
91
Evanson Asset Management
California
$576K – – –
CF
92
Corrigan Financial
Rhode Island
$540K -$2.66K -89 -0.5%
MML Investors Services
93
MML Investors Services
Massachusetts
$526K +$13.9K +466 +3%
ADBIC
94
A.D. Beadell Investment Counsel
Wisconsin
$506K +$522K +17,475 New
Chevy Chase Trust
95
Chevy Chase Trust
Maryland
$480K -$99K -3,315 -17%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$463K +$478K +15,997 New
AC
97
AlphaCore Capital
California
$455K +$3.25K +109 +0.7%
MA
98
MONECO Advisors
Connecticut
$443K -$187K -6,254 -29%
CTA
99
Chesley Taft & Associates
Illinois
$435K – – –
QAM
100
QCI Asset Management
New York
$418K – – –
2 3
4
5 6

CWI Hedge Fund Activity: Q3 2021 in Review

191 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2021, worth a combined $1.02B — down 4.8% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CWI positions and 8 closed out — a net gain of 10 holders — while 53 added to existing stakes and 57 trimmed.

The largest buyer was Bank of America, adding an estimated $11.6M. The largest seller was Sequoia Financial Advisors, cutting an estimated $17.9M.

  • 191 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2021, up from 184 in Q2 2021.
  • Funds reported $1.02B of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2021, down 4.8% quarter-over-quarter.
  • 18 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2021 and 8 closed out, a net change of +10 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2021 was Bank of America, an estimated $11.6M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2021 was Sequoia Financial Advisors, an estimated $17.9M sold.

Based on aggregated 13F filings for Q3 2021.