We are live on ! Find out more
CWI icon

State Street SPDR MSCI ACWI ex-US ETF

193 hedge funds and large institutions have $1.07B invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

32% more capital invested

Capital invested by funds: $811M → $1.07B (+$261M)

8% more funds holding

Funds holding: 179193 (+14)

7.56% more ownership

Funds ownership: 62.4%69.96% (+7.6%)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
193
Holders Change
+14
Holders Change %
+7.82%
% of All Funds
3.1%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
38
Increased
61
Reduced
60
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
Mitchell Capital Management
Kansas
$1.36M +$4.21K +181 +0.3%
FCH
77
Freestone Capital Holdings
Washington
$1.35M -$537K -23,082 -29%
Kayne Anderson Rudnick Investment Management
78
Kayne Anderson Rudnick Investment Management
California
$1.32M +$1.22M +52,424 +2,157%
Nisa Investment Advisors
79
Nisa Investment Advisors
Missouri
$1.32M
OWA
80
Opal Wealth Advisors
New York
$1.31M -$79.8K -3,431 -6%
MWA
81
Monograph Wealth Advisors
California
$1.2M
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$1.14M -$12.4M -531,957 -92%
Mariner
83
Mariner
Kansas
$1.12M +$127K +5,439 +13%
RWM
84
RKL Wealth Management
Pennsylvania
$1.12M -$96.8K -4,159 -8%
LFA
85
Laraway Financial Advisors
Minnesota
$1.07M -$40.2K -1,726 -4%
KAS
86
Kestra Advisory Services
Texas
$1.04M +$30.2K +1,298 +3%
AWM
87
Apollon Wealth Management
South Carolina
$1.03M -$22.7K -974 -2%
MA
88
Mutual Advisors
Nebraska
$1.03M +$54.9K +2,361 +6%
Cerity Partners
89
Cerity Partners
New York
$953K -$1.05K -45 -0.1%
BPA
90
Beacon Pointe Advisors
California
$946K +$11.3K +485 +1%
IRC
91
Investors Research Corp
Georgia
$928K -$7.61K -327 -0.8%
NA
92
NewEdge Advisors
Louisiana
$893K +$863K +37,102 New
SFG
93
StrategIQ Financial Group
Indiana
$869K -$15.1K -648 -2%
TWM
94
Tradition Wealth Management
Minnesota
$869K -$139K -5,956 -14%
BFA
95
Bragg Financial Advisors
North Carolina
$856K +$828K +35,590 New
NDSI
96
Newman Dignan & Sheerar Inc
Rhode Island
$839K -$131K -5,636 -14%
M&T Bank
97
M&T Bank
New York
$800K -$203K -8,723 -21%
CWM
98
Compass Wealth Management
Connecticut
$748K +$723K +31,095 New
MTWM
99
Masso Torrence Wealth Management
New Jersey
$703K -$514K -22,101 -43%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$700K +$677K +29,098 New

CWI Hedge Fund Activity: Q4 2022 in Review

193 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2022, worth a combined $1.07B — up 32% from $811M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CWI positions and 18 closed out — a net gain of 20 holders — while 61 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $112M. The largest seller was Mirae Asset Global Investments, cutting an estimated $19.3M.

  • 193 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2022, up from 179 in Q3 2022.
  • Funds reported $1.07B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 38 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2022 and 18 closed out, a net change of +20 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2022 was Bank of America, an estimated $112M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2022 was Mirae Asset Global Investments, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2022.