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State Street SPDR MSCI ACWI ex-US ETF
CWI

199 hedge funds and large institutions have $1.05B invested in State Street SPDR MSCI ACWI ex-US ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

27% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 55

5.08% more ownership

Funds ownership: 68.03% → 73.11% (+5.1%)

3% more funds holding

Funds holding: 194 → 199 (+5)

0% more capital invested

Capital invested by funds: $1.05B → $1.05B (+$3.89M)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
199
Holders Change
+5
Holders Change %
+2.58%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
19
Increased
70
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$30.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$25.9M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$15.3M
4
Bank of America
Bank of America
North Carolina
+$12M
5
SHJ
Sharkey, Howes & Javer
Colorado
+$7.84M

Top Sellers

1
FC
Financial Consulate
Maryland
-$22.8M
2
Jane Street
Jane Street
New York
-$7.72M
3
SF
Synovus Financial
Georgia
-$1.36M
4
Cerity Partners
Cerity Partners
New York
-$941K
5
FFN
Focus Financial Network
Minnesota
-$901K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
76
Freestone Capital Holdings
Washington
$1.39M +$62.6K +2,419 +5%
WA
77
Wambolt & Associates
Colorado
$1.3M -$259K -10,021 -16%
MWA
78
Monograph Wealth Advisors
California
$1.24M – – –
ISB
79
Iowa State Bank
Iowa
$1.23M +$28.1K +1,086 +2%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$1.2M -$38.5K -1,486 -3%
HSA
81
HBK Sorce Advisory
Pennsylvania
$1.06M -$13.2K -512 -1%
MTWM
82
Masso Torrence Wealth Management
New Jersey
$1.06M +$69.8K +2,697 +7%
LFA
83
Laraway Financial Advisors
Minnesota
$1.05M -$7.5K -290 -0.7%
RWM
84
RKL Wealth Management
Pennsylvania
$1.04M -$82.8K -3,201 -7%
AWM
85
Apollon Wealth Management
South Carolina
$1.03M +$2.98K +115 +0.3%
FC
86
Financial Consulate
Maryland
$1.02M -$22.8M -881,135 -96%
BPA
87
Beacon Pointe Advisors
California
$978K +$1.02M +39,305 New
MA
88
Mutual Advisors
Nebraska
$932K +$10.4K +403 +1%
TWM
89
Tradition Wealth Management
Minnesota
$911K -$7.71K -298 -0.8%
IRC
90
Investors Research Corp
Georgia
$888K -$44.5K -1,718 -5%
BFA
91
Bragg Financial Advisors
North Carolina
$886K – – –
SFG
92
StrategIQ Financial Group
Indiana
$852K -$3.8K -147 -0.4%
NDSI
93
Newman Dignan & Sheerar Inc
Rhode Island
$805K +$19.4K +751 +2%
GRP
94
Global Retirement Partners
California
$777K +$652K +25,201 +368%
FTUS
95
Flow Traders U.S.
New York
$706K +$734K +28,365 New
B
96
Bailard
California
$687K – – –
BA
97
Bristlecone Advisors
Washington
$665K – – –
WS
98
Wela Strategies
Georgia
$663K +$48.1K +1,857 +7%
SFG
99
Sage Financial Group
Pennsylvania
$641K – – –
SAS
100
SMI Advisory Services
Indiana
$570K +$589K +22,778 New
2 3
4
5 6

CWI Hedge Fund Activity: Q3 2023 in Review

199 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2023, worth a combined $1.05B — up 0.37% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CWI positions and 11 closed out — a net gain of 8 holders — while 70 added to existing stakes and 55 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $30.1M. The largest seller was Financial Consulate, cutting an estimated $22.8M.

  • 199 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2023, up from 194 in Q2 2023.
  • Funds reported $1.05B of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2023, up 0.37% quarter-over-quarter.
  • 19 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2023 and 11 closed out, a net change of +8 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2023 was HighTower Advisors, an estimated $30.1M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2023 was Financial Consulate, an estimated $22.8M sold.

Based on aggregated 13F filings for Q3 2023.