CWI icon

SPDR MSCI ACWI ex-US ETF
CWI

Overview Fund Activity

209 hedge funds and large institutions have $1.17B invested in SPDR MSCI ACWI ex-US ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
3.23%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
39
Increased
74
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$238M
2
SFA
2
Sequoia Financial Advisors
Ohio
$28M
3
APP
3
Avantax Planning Partners
Iowa
$16.5M
4
LPL Financial
4
LPL Financial
California
$22.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$11.1M
2
FTUS
2
Flow Traders U.S.
New York
$1.22M
3
TFA
3
Tobias Financial Advisors
Florida
$0
4
BPA
4
Beacon Pointe Advisors
California
$0
5
CG
5
Colony Group
Massachusetts
$5.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
76
Laraway Financial Advisors
Minnesota
$1.41M +$1.41M +48,200 New
TAM
77
Todd Asset Management
Kentucky
$1.34M +$1.34M +45,711 New
TWM
78
Tradition Wealth Management
Minnesota
$1.34M -$68.5K -2,338 -5%
MTWM
79
Masso Torrence Wealth Management
New Jersey
$1.33M +$1.33M +45,505 New
OWA
80
Opal Wealth Advisors
New York
$1.32M +$132K +4,490 +11%
AWM
81
Apollon Wealth Management
South Carolina
$1.28M +$1.28M +43,504 New
FTUS
82
Flow Traders U.S.
New York
$1.22M -$8.01M -273,204 -87%
BDF
83
Balasa Dinverno & Foltz
$1.19M -$188K -6,422 -14%
IRC
84
Investors Research Corp
Georgia
$1.16M -$938 -32 -0.1%
MA
85
Mutual Advisors
Nebraska
$1.09M +$42.7K +1,459 +4%
AC
86
AlphaCore Capital
California
$1.08M +$622K +21,217 +135%
SFG
87
StrategIQ Financial Group
Indiana
$1.08M – – –
Cerity Partners
88
Cerity Partners
New York
$1.01M +$23.8K +812 +2%
M&T Bank
89
M&T Bank
New York
$974K – – –
WOSD
90
WFA of San Diego
California
$927K -$32K -1,091 -3%
TF
91
TIAA FSB
Florida
$892K -$40.4K -1,378 -4%
SIA
92
Stegner Investment Associates
Kentucky
$826K +$826K +28,173 New
B
93
Bailard
California
$809K – – –
GWM
94
GSB Wealth Management
Connecticut
$780K +$28.7K +978 +4%
AIP
95
ARS Investment Partners
New York
$760K – – –
SFG
96
Sage Financial Group
Pennsylvania
$755K – – –
NDSI
97
Newman Dignan & Sheerar Inc
Rhode Island
$734K +$3.46K +118 +0.5%
Kayne Anderson Rudnick Investment Management
98
Kayne Anderson Rudnick Investment Management
California
$642K +$642K +21,883 New
RT
99
Rockland Trust
Massachusetts
$595K +$595K +20,287 New
SAS
100
SMI Advisory Services
Indiana
$582K -$170K -5,821 -23%
2 3
4
5 6