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State Street SPDR MSCI ACWI ex-US ETF

208 hedge funds and large institutions have $1.19B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

1% more funds holding

Funds holding: 206208 (+2)

0.17% more ownership

Funds ownership: 72.37%72.54% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less capital invested

Capital invested by funds: $1.19B → $1.19B (-$7.11M)

1% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 68

Holders
208
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
3%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
67
Reduced
68
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$1.57M +$19.1K +673 +1%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$1.48M +$65.8K +2,322 +5%
RJA
78
Raymond James & Associates
Florida
$1.43M +$1.15M +40,682 +411%
MWA
79
Monograph Wealth Advisors
California
$1.41M
AWM
80
Apollon Wealth Management
South Carolina
$1.36M +$17K +600 +1%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$1.34M +$52.9K +1,865 +4%
B
82
Bailard
California
$1.26M
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$1.25M -$515K -18,175 -29%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$1.24M -$9.04K -319 -0.7%
MA
85
Mutual Advisors
Nebraska
$1.19M +$147K +5,181 +14%
LFA
86
Laraway Financial Advisors
Minnesota
$1.14M -$10.3K -362 -0.9%
HSA
87
HBK Sorce Advisory
Pennsylvania
$1.13M -$34K -1,201 -3%
FC
88
Financial Consulate
Maryland
$1.07M -$24.1K -851 -2%
Lido Advisors
89
Lido Advisors
California
$1.04M -$61.6K -2,174 -6%
TWM
90
Tradition Wealth Management
Minnesota
$1.02M +$35.1K +1,240 +4%
MTWM
91
Masso Torrence Wealth Management
New Jersey
$1M +$117K +4,111 +13%
NDSI
92
Newman Dignan & Sheerar Inc
Rhode Island
$998K +$20.7K +732 +2%
RWM
93
RKL Wealth Management
Pennsylvania
$995K +$3.54K +125 +0.4%
IRC
94
Investors Research Corp
Georgia
$990K -$12.4K -436 -1%
TCM
95
Towneley Capital Management
California
$962K -$237K -8,360 -20%
ISB
96
Iowa State Bank
Iowa
$956K -$30.5K -1,075 -3%
Creative Planning
97
Creative Planning
Kansas
$950K -$89.3K -3,152 -9%
Cerity Partners
98
Cerity Partners
New York
$929K +$12K +423 +1%
MML Investors Services
99
MML Investors Services
Massachusetts
$914K -$169K -5,967 -16%
FIA
100
Foundations Investment Advisors
Arizona
$905K +$906K +31,985 New

CWI Hedge Fund Activity: Q2 2024 in Review

208 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q2 2024, worth a combined $1.19B — down 0.6% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CWI positions and 11 closed out — a net gain of 4 holders — while 67 added to existing stakes and 68 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $10M. The largest seller was Jane Street, cutting an estimated $10.5M.

  • 208 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q2 2024, up from 206 in Q1 2024.
  • Funds reported $1.19B of State Street SPDR MSCI ACWI ex-US ETF stock for Q2 2024, down 0.6% quarter-over-quarter.
  • 15 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q2 2024 and 11 closed out, a net change of +4 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q2 2024 was Bank of Montreal, an estimated $10M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q2 2024 was Jane Street, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2024.