We are live on ! Find out more
CWI icon

State Street SPDR MSCI ACWI ex-US ETF
CWI

206 hedge funds and large institutions have $1.19B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

4% more capital invested

Capital invested by funds: $1.15B → $1.19B (+$47.8M)

0% more funds holding

Funds holding: 205 → 206 (+1)

1.67% less ownership

Funds ownership: 74.04% → 72.37% (-1.7%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

35% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 83

Holders
206
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
2.97%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
17
Increased
54
Reduced
83
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$35.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.2M
3
SEIA
Signature Estate & Investment Advisors
California
+$13.3M
4
OMC
Old Mission Capital
Illinois
+$10.7M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.98M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$51.3M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$33.6M
3
EB
Eastern Bank
Massachusetts
-$11.1M
4
LPL Financial
LPL Financial
California
-$10.9M
5
HCM
Hengehold Capital Management
Ohio
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
76
Freestone Capital Holdings
Washington
$1.58M – – –
KAS
77
Kestra Advisory Services
Texas
$1.55M -$214K -7,847 -13%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$1.42M +$55.1K +2,022 +4%
MWA
79
Monograph Wealth Advisors
California
$1.41M – – –
Renaissance Technologies
80
Renaissance Technologies
New York
$1.41M +$529K +19,400 +64%
AWM
81
Apollon Wealth Management
South Carolina
$1.34M -$10.1K -372 -0.8%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$1.29M +$1.24M +45,327 New
B
83
Bailard
California
$1.27M +$305K +11,200 +34%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$1.25M +$701K +25,719 +140%
TCM
85
Towneley Capital Management
California
$1.2M – – –
HSA
86
HBK Sorce Advisory
Pennsylvania
$1.16M -$47K -1,723 -4%
LFA
87
Laraway Financial Advisors
Minnesota
$1.16M -$17.8K -652 -2%
BPA
88
Beacon Pointe Advisors
California
$1.12M – – –
Lido Advisors
89
Lido Advisors
California
$1.1M -$12.2K -449 -1%
FC
90
Financial Consulate
Maryland
$1.1M -$18.3K -672 -2%
MML Investors Services
91
MML Investors Services
Massachusetts
$1.09M +$244K +8,959 +31%
Creative Planning
92
Creative Planning
Kansas
$1.04M +$537K +19,700 +116%
MA
93
Mutual Advisors
Nebraska
$1.04M +$125K +4,599 +14%
IRC
94
Investors Research Corp
Georgia
$1.01M -$4.72K -173 -0.5%
RWM
95
RKL Wealth Management
Pennsylvania
$995K -$154K -5,630 -14%
ISB
96
Iowa State Bank
Iowa
$990K -$399K -14,618 -30%
TWM
97
Tradition Wealth Management
Minnesota
$986K -$35.8K -1,312 -4%
NDSI
98
Newman Dignan & Sheerar Inc
Rhode Island
$980K +$20.3K +745 +2%
Goldman Sachs
99
Goldman Sachs
New York
$979K -$5.52M -202,331 -85%
WA
100
Waverly Advisors
Alabama
$959K +$921K +33,764 New
2 3
4
5 6

CWI Hedge Fund Activity: Q1 2024 in Review

206 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q1 2024, worth a combined $1.19B — up 4.2% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CWI positions and 11 closed out — a net gain of 6 holders — while 54 added to existing stakes and 83 trimmed.

The largest buyer was Jane Street, adding an estimated $35.9M. The largest seller was Bank of America, cutting an estimated $51.3M.

  • 206 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q1 2024, up from 205 in Q4 2023.
  • Funds reported $1.19B of State Street SPDR MSCI ACWI ex-US ETF stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 17 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q1 2024 and 11 closed out, a net change of +6 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q1 2024 was Jane Street, an estimated $35.9M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q1 2024 was Bank of America, an estimated $51.3M sold.

Based on aggregated 13F filings for Q1 2024.