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State Street SPDR MSCI ACWI ex-US ETF

201 hedge funds and large institutions have $998M invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.5% more ownership

Funds ownership: 63.92%65.42% (+1.5%)

2% less funds holding

Funds holding: 205201 (-4)

13% less capital invested

Capital invested by funds: $1.15B → $998M (-$150M)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

17% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 70

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
201
Holders Change
-4
Holders Change %
-1.95%
% of All Funds
3.39%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
22
Increased
58
Reduced
70
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
76
RKL Wealth Management
Pennsylvania
$1.23M -$11.2K -439 -0.8%
HSA
77
HBK Sorce Advisory
Pennsylvania
$1.21M -$44.3K -1,735 -3%
Mariner
78
Mariner
Kansas
$1.19M -$112K -4,369 -8%
MWA
79
Monograph Wealth Advisors
California
$1.18M
MTWM
80
Masso Torrence Wealth Management
New Jersey
$1.18M +$41.7K +1,634 +3%
LFA
81
Laraway Financial Advisors
Minnesota
$1.1M -$35.2K -1,380 -3%
AWM
82
Apollon Wealth Management
South Carolina
$1.07M +$3.19K +125 +0.3%
TWM
83
Tradition Wealth Management
Minnesota
$1.03M -$23.8K -933 -2%
MA
84
Mutual Advisors
Nebraska
$972K +$67.2K +2,633 +7%
Cerity Partners
85
Cerity Partners
New York
$938K +$161K +6,320 +19%
IRC
86
Investors Research Corp
Georgia
$936K -$2.17K -85 -0.2%
AC
87
AlphaCore Capital
California
$932K +$42.6K +1,668 +4%
BPA
88
Beacon Pointe Advisors
California
$923K
NDSI
89
Newman Dignan & Sheerar Inc
Rhode Island
$893K +$107K +4,203 +13%
Renaissance Technologies
90
Renaissance Technologies
New York
$887K +$952K +37,300 New
SFG
91
StrategIQ Financial Group
Indiana
$876K -$2.63K -103 -0.3%
BDF
92
Balasa Dinverno & Foltz
$874K -$13.8K -541 -1%
M&T Bank
93
M&T Bank
New York
$790K
TCA
94
Transcend Capital Advisors
New Jersey
$744K -$689K -27,000 -46%
WOSD
95
WFA of San Diego
California
$739K -$14.7K -576 -2%
Northern Trust
96
Northern Trust
Illinois
$724K +$778K +30,457 New
FCFC
97
First Commonwealth Financial Corp
Pennsylvania
$722K +$481K +18,849 +164%
Goldman Sachs
98
Goldman Sachs
New York
$713K
CFG
99
Citizens Financial Group
Rhode Island
$705K -$456K -17,847 -38%
B
100
Bailard
California
$656K

CWI Hedge Fund Activity: Q2 2022 in Review

201 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q2 2022, worth a combined $998M — down 13% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CWI and 22 opened new positions — a net loss of 4 holders — while 70 trimmed existing stakes and 58 added.

The largest buyer was Bank of America, adding an estimated $24M. The largest seller was Royal Bank of Canada, cutting an estimated $13.4M.

  • 201 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q2 2022, down from 205 in Q1 2022.
  • Funds reported $998M of State Street SPDR MSCI ACWI ex-US ETF stock for Q2 2022, down 13% quarter-over-quarter.
  • 22 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q2 2022 and 26 closed out, a net change of -4 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q2 2022 was Bank of America, an estimated $24M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q2 2022 was Royal Bank of Canada, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2022.