We are live on ! Find out more
CWI icon

State Street SPDR MSCI ACWI ex-US ETF

143 hedge funds and large institutions have $760M invested in State Street SPDR MSCI ACWI ex-US ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

13% more funds holding

Funds holding: 126143 (+17)

6% more capital invested

Capital invested by funds: $719M → $760M (+$41.5M)

1.44% less ownership

Funds ownership: 73.52%72.07% (-1.4%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
143
Holders Change
+17
Holders Change %
+13.49%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
25
Increased
57
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DSN
101
D. Scott Neal
Kentucky
$257K -$58.6K -2,280 -19%
PMFA
102
Plante Moran Financial Advisors
Michigan
$252K +$249K +9,699 New
RPG
103
Risk Paradigm Group
Texas
$251K +$248K +9,653 New
LPIC
104
LeJeune Puetz Investment Counsel
Michigan
$244K
US Bancorp
105
US Bancorp
Minnesota
$243K -$317K -12,338 -57%
SSWM
106
Sheets Smith Wealth Management
North Carolina
$237K +$234K +9,114 New
IA
107
IFP Advisors
Florida
$231K -$15.3K -594 -6%
WT
108
Washington Trust
Rhode Island
$219K
BRF
109
B. Riley Financial
California
$216K -$467K -18,189 -69%
APA
110
American Portfolios Advisors
New York
$151K +$149K +5,811 New
SWP
111
Stratos Wealth Partners
Ohio
$146K -$73.8K -2,872 -34%
CLOS
112
Compagnie Lombard Odier SCmA
Switzerland
$112K +$55.2K +2,148 +100%
GT
113
Glenmede Trust
Pennsylvania
$82K
FAAS
114
First Allied Advisory Services
California
$59K +$58.1K +2,261 New
WTC
115
WhitTier Trust Company
Nevada
$49K
HR
116
Howe & Rusling
New York
$47K
BWA
117
Burt Wealth Advisors
Maryland
$44K
MSFP
118
Mark Sheptoff Financial Planning
Connecticut
$40K
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$33K +$31.5K +1,228 +2,995%
AIM
120
Advantage Investment Management
Iowa
$31K +$2.85K +111 +10%
OIA
121
OneDigital Investment Advisors
Kansas
$29K +$231 +9 +0.8%
SWM
122
SeaCrest Wealth Management
New York
$25K +$24.3K +945 New
SPIA
123
Steward Partners Investment Advisory
New York
$24K +$24K +936 New
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K -$7.34K -286 -27%
LTFS
125
Ladenburg Thalmann Financial Services
Florida
$19K -$9.79K -381 -34%

CWI Hedge Fund Activity: Q4 2017 in Review

143 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2017, worth a combined $760M — up 5.8% from $719M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CWI positions and 8 closed out — a net gain of 17 holders — while 57 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $21.8M. The largest seller was Stadion Money Management, exiting entirely with an estimated $67.3M sold.

  • 143 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2017, up from 126 in Q3 2017.
  • Funds reported $760M of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2017, up 5.8% quarter-over-quarter.
  • 25 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2017 and 8 closed out, a net change of +17 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2017 was Bank of America, an estimated $21.8M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2017 was Stadion Money Management, an estimated $67.3M sold.

Based on aggregated 13F filings for Q4 2017.