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State Street SPDR MSCI ACWI ex-US ETF

179 hedge funds and large institutions have $811M invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3.02% less ownership

Funds ownership: 65.42%62.4% (-3%)

11% less funds holding

Funds holding: 201179 (-22)

19% less capital invested

Capital invested by funds: $998M → $811M (-$187M)

20% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 70

69% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 32

Holders
179
Holders Change
-22
Holders Change %
-10.95%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
10
Increased
56
Reduced
70
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
76
Tradition Wealth Management
Minnesota
$892K -$31.4K -1,333 -3%
KAS
77
Kestra Advisory Services
Texas
$891K -$769K -32,665 -44%
M&T Bank
78
M&T Bank
New York
$890K +$205K +8,723 +26%
Mariner
79
Mariner
Kansas
$875K -$201K -8,553 -17%
MA
80
Mutual Advisors
Nebraska
$859K -$8.62K -366 -0.9%
Cerity Partners
81
Cerity Partners
New York
$841K +$5.53K +235 +0.6%
IRC
82
Investors Research Corp
Georgia
$825K -$10.7K -456 -1%
BPA
83
Beacon Pointe Advisors
California
$823K
SPIA
84
Steward Partners Investment Advisory
New York
$821K +$910K +38,662 +64,437%
SFG
85
StrategIQ Financial Group
Indiana
$780K -$1.29K -55 -0.1%
BCP
86
Blackhawk Capital Partners
Wisconsin
$779K -$771K -32,760 -47%
BDF
87
Balasa Dinverno & Foltz
$779K -$118 -5 -0%
FCFC
88
First Commonwealth Financial Corp
Pennsylvania
$705K +$67.3K +2,860 +9%
TCA
89
Transcend Capital Advisors
New Jersey
$664K
GWM
90
GSB Wealth Management
Connecticut
$613K +$62.4K +2,650 +10%
WOSD
91
WFA of San Diego
California
$609K -$55.7K -2,365 -8%
B
92
Bailard
California
$595K +$10.6K +450 +2%
TF
93
TIAA FSB
Florida
$569K -$1.95K -83 -0.3%
BA
94
Bristlecone Advisors
Washington
$566K
SFG
95
Sage Financial Group
Pennsylvania
$547K
SAS
96
SMI Advisory Services
Indiana
$547K +$142K +6,040 +31%
RT
97
Rockland Trust
Massachusetts
$516K +$5.3K +225 +0.9%
MFG
98
Merit Financial Group
Georgia
$493K -$18.9K -802 -3%
BS
99
Banco Santander
Spain
$442K +$5.63K +239 +1%
TSS
100
Two Sigma Securities
New York
$441K +$228K +9,691 +87%

CWI Hedge Fund Activity: Q3 2022 in Review

179 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2022, worth a combined $811M — down 19% from $998M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of CWI and 10 opened new positions — a net loss of 22 holders — while 70 trimmed existing stakes and 56 added.

The largest buyer was Synovus Financial, adding an estimated $33.2M. The largest seller was PNC Financial Services Group, cutting an estimated $82.2M.

  • 179 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2022, down from 201 in Q2 2022.
  • Funds reported $811M of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2022, down 19% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2022 and 32 closed out, a net change of -22 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2022 was Synovus Financial, an estimated $33.2M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2022 was PNC Financial Services Group, an estimated $82.2M sold.

Based on aggregated 13F filings for Q3 2022.