State Street SPDR MSCI ACWI ex-US ETF
112 hedge funds and large institutions have $460M invested in State Street SPDR MSCI ACWI ex-US ETF in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 12 closing their positions.
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
52% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 29
34% more capital invested
Capital invested by funds: $342M → $460M (+$118M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
7.31% more ownership
Funds ownership: 61.27% → 68.59% (+7.3%)
7% more funds holding
Funds holding: 105 → 112 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$35.7M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$30.1M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$24.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$17.6M |
| 5 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$17.7M |
| 2 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$6.57M |
| 3 |
Jane Street
New York
|
-$5.44M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.31M |
| 5 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$2.08M |
CWI Hedge Fund Activity: Q4 2016 in Review
112 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2016, worth a combined $460M — up 34% from $342M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CWI positions and 12 closed out — a net gain of 8 holders — while 44 added to existing stakes and 29 trimmed.
The largest buyer was Ameriprise, adding an estimated $35.7M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $17.7M.
- 112 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2016, up from 105 in Q3 2016.
- Funds reported $460M of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2016, up 34% quarter-over-quarter.
- 20 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2016 and 12 closed out, a net change of +8 holders.
- The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2016 was Ameriprise, an estimated $35.7M added.
- The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2016 was Cambridge Investment Research Advisors, an estimated $17.7M sold.
Based on aggregated 13F filings for Q4 2016.