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State Street SPDR MSCI ACWI ex-US ETF

205 hedge funds and large institutions have $1.15B invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1.22% more ownership

Funds ownership: 62.7%63.92% (+1.2%)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

2% less capital invested

Capital invested by funds: $1.17B → $1.15B (-$26.2M)

2% less funds holding

Funds holding: 209205 (-4)

28% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 71

Holders
205
Holders Change
-4
Holders Change %
-1.91%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
29
Increased
51
Reduced
71
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
76
HBK Sorce Advisory
Pennsylvania
$1.45M -$27.1K -964 -2%
RWM
77
RKL Wealth Management
Pennsylvania
$1.43M -$55.6K -1,979 -4%
MWA
78
Monograph Wealth Advisors
California
$1.37M
KPW
79
Kore Private Wealth
New York
$1.35M
MTWM
80
Masso Torrence Wealth Management
New Jersey
$1.32M +$65.4K +2,328 +5%
LFA
81
Laraway Financial Advisors
Minnesota
$1.31M -$17.4K -620 -1%
CFG
82
Citizens Financial Group
Rhode Island
$1.31M -$23.2K -825 -2%
AWM
83
Apollon Wealth Management
South Carolina
$1.24M +$43.5K +1,547 +4%
TWM
84
Tradition Wealth Management
Minnesota
$1.22M -$36.9K -1,311 -3%
IRC
85
Investors Research Corp
Georgia
$1.08M -$3.54K -126 -0.3%
BPA
86
Beacon Pointe Advisors
California
$1.07M +$1.09M +38,820 New
MA
87
Mutual Advisors
Nebraska
$1.05M +$26.8K +953 +3%
AC
88
AlphaCore Capital
California
$1.03M +$17.3K +616 +2%
VCP
89
Verus Capital Partners
Arizona
$1.03M +$1.12M +39,968 New
BDF
90
Balasa Dinverno & Foltz
$1.03M -$88.9K -3,161 -8%
SFG
91
StrategIQ Financial Group
Indiana
$1.02M +$1.63K +58 +0.2%
M&T Bank
92
M&T Bank
New York
$915K
Cerity Partners
93
Cerity Partners
New York
$911K -$40.5K -1,441 -4%
WOSD
94
WFA of San Diego
California
$871K
RT
95
Rockland Trust
Massachusetts
$859K +$308K +10,943 +54%
US Bancorp
96
US Bancorp
Minnesota
$830K +$830K +29,525 +4,570%
Goldman Sachs
97
Goldman Sachs
New York
$825K +$843K +29,985 New
SIA
98
Stegner Investment Associates
Kentucky
$772K -$3.37K -120 -0.4%
TF
99
TIAA FSB
Florida
$770K -$68.7K -2,443 -8%
B
100
Bailard
California
$760K

CWI Hedge Fund Activity: Q1 2022 in Review

205 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q1 2022, worth a combined $1.15B — down 2.2% from $1.17B a quarter earlier.

Fund positioning in CWI was balanced in Q1 2022: 29 funds opened new positions, 29 closed out, 51 added to existing stakes and 71 trimmed.

The largest buyer was Avantax Planning Partners, adding an estimated $23.2M. The largest seller was Bank of America, cutting an estimated $60.7M.

  • 205 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q1 2022, down from 209 in Q4 2021.
  • Funds reported $1.15B of State Street SPDR MSCI ACWI ex-US ETF stock for Q1 2022, down 2.2% quarter-over-quarter.
  • 29 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q1 2022 and 29 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q1 2022 was Avantax Planning Partners, an estimated $23.2M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q1 2022 was Bank of America, an estimated $60.7M sold.

Based on aggregated 13F filings for Q1 2022.