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State Street SPDR MSCI ACWI ex-US ETF

183 hedge funds and large institutions have $1B invested in State Street SPDR MSCI ACWI ex-US ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

12% more funds holding

Funds holding: 164183 (+19)

7% more capital invested

Capital invested by funds: $939M → $1B (+$62.3M)

0.23% more ownership

Funds ownership: 55.63%55.86% (+0.23%)

2% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 59

Holders
183
Holders Change
+19
Holders Change %
+11.59%
% of All Funds
3.61%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
31
Increased
58
Reduced
59
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
101
Sharkey, Howes & Javer
Colorado
$532K +$52.5K +2,099 +11%
FA
102
Financial Advisors
Massachusetts
$520K +$6.1K +244 +1%
JMPWA
103
JP Morgan Private Wealth Advisors
California
$491K +$59.2K +2,365 +14%
KBFS
104
Kohmann Bosshard Financial Services
Ohio
$489K
SMFS
105
Squar Milner Financial Services
California
$486K +$472K +18,889 New
MWM
106
Marietta Wealth Management
Georgia
$480K +$6.98K +279 +2%
PP
107
Patten & Patten
Tennessee
$468K +$454K +18,162 New
TSS
108
Two Sigma Securities
New York
$463K +$450K +17,983 New
CMO
109
Covenant Multifamily Offices
Texas
$461K -$725 -29 -0.2%
SF
110
Synovus Financial
Georgia
$457K -$25 -1 -0%
CTA
111
Chesley Taft & Associates
Illinois
$452K
SFG
112
SNS Financial Group
Minnesota
$450K -$9.88K -395 -2%
RRC
113
Relaxing Retirement Coach
Massachusetts
$437K
SWA
114
Stratos Wealth Advisors
Ohio
$418K -$59K -2,360 -13%
WS
115
Wela Strategies
Georgia
$415K -$13.2K -529 -3%
LWA
116
Lenox Wealth Advisors
New York
$406K +$5.93K +237 +2%
BWP
117
Bernardo Wealth Planning
Pennsylvania
$404K +$475 +19 +0.1%
BWM
118
BerganKDV Wealth Management
Minnesota
$394K +$383K +15,296 New
RPGK
119
Retirement Planning Group (Kansas)
Kansas
$386K
SQA
120
Simon Quick Advisors
New Jersey
$378K +$8.05K +322 +2%
QAM
121
QCI Asset Management
New York
$372K
RCA
122
Rowland Carmichael Advisors
Arizona
$372K +$361K +14,441 New
US Bancorp
123
US Bancorp
Minnesota
$370K
CA
124
Cetera Advisors
Colorado
$356K -$553K -22,128 -61%
CT
125
Cambridge Trust
Massachusetts
$343K -$37.4K -1,497 -10%

CWI Hedge Fund Activity: Q4 2019 in Review

183 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2019, worth a combined $1B — up 6.6% from $939M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CWI positions and 8 closed out — a net gain of 23 holders — while 58 added to existing stakes and 59 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $47.8M. The largest seller was Envestnet Asset Management, cutting an estimated $74.4M.

  • 183 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2019, up from 164 in Q3 2019.
  • Funds reported $1B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2019, up 6.6% quarter-over-quarter.
  • 31 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2019 and 8 closed out, a net change of +23 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2019 was 3EDGE Asset Management, an estimated $47.8M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $74.4M sold.

Based on aggregated 13F filings for Q4 2019.