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State Street SPDR MSCI ACWI ex-US ETF
CWI

185 hedge funds and large institutions have $950M invested in State Street SPDR MSCI ACWI ex-US ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

9% more capital invested

Capital invested by funds: $875M → $950M (+$75.2M)

6% more funds holding

Funds holding: 174 → 185 (+11)

1.57% less ownership

Funds ownership: 60.03% → 58.46% (-1.6%)

27% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 63

Holders
185
Holders Change
+11
Holders Change %
+6.32%
% of All Funds
3.25%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
22
Increased
46
Reduced
63
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
P
Pitcairn
Pennsylvania
+$39.6M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$20.6M
3
EB
Eastern Bank
Massachusetts
+$18.3M
4
UBS Group
UBS Group
Switzerland
+$4.76M
5
Morgan Stanley
Morgan Stanley
New York
+$4.22M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$22.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.69M
3
SFA
Sequoia Financial Advisors
Ohio
-$4.46M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.81M
5
CCA
Cobblestone Capital Advisors
New York
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSCI
101
Security National Bank of Sioux City Iowa
Iowa
$375K +$376K +12,977 New
BF
102
BOK Financial
Oklahoma
$359K +$38.3K +1,323 +12%
Citigroup
103
Citigroup
New York
$351K – – –
RCM
104
Radnor Capital Management
Pennsylvania
$347K – – –
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$331K -$78.9K -2,723 -19%
MSAM
106
Moloney Securities Asset Management
Missouri
$322K -$11.7K -404 -4%
FA
107
Financial Advisors
Massachusetts
$307K +$4.26K +147 +1%
BWM
108
BerganKDV Wealth Management
Minnesota
$305K – – –
B
109
Brightworth
Georgia
$293K – – –
FC
110
Forte Capital
New York
$292K +$1.8K +62 +0.6%
JWA
111
JFS Wealth Advisors
Pennsylvania
$292K +$2.72K +94 +0.9%
CWM
112
Cornerstone Wealth Management
Missouri
$284K +$285K +9,836 New
Goldman Sachs
113
Goldman Sachs
New York
$283K -$4.81K -166 -2%
CT
114
Cambridge Trust
Massachusetts
$274K -$13.4K -464 -5%
LPIC
115
LeJeune Puetz Investment Counsel
Michigan
$271K – – –
Deutsche Bank
116
Deutsche Bank
Germany
$261K -$137K -4,734 -34%
MIC
117
Meridian Investment Counsel
California
$260K +$261K +9,000 New
SHWM
118
Silicon Hills Wealth Management
Texas
$252K -$99.6K -3,439 -28%
CA
119
Cetera Advisors
Colorado
$244K +$244K +8,436 New
BIA
120
Bigelow Investment Advisors
Maine
$234K +$405 +14 +0.2%
SWA
121
Stratos Wealth Advisors
Ohio
$233K -$12.2K -420 -5%
JMPWA
122
JP Morgan Private Wealth Advisors
California
$230K -$33.4K -1,154 -13%
WA
123
Wealth Architects
California
$229K – – –
SFG
124
SNS Financial Group
Minnesota
$228K – – –
CWM
125
Connecticut Wealth Management
Connecticut
$226K – – –
3 4
5
6 7

CWI Hedge Fund Activity: Q1 2021 in Review

185 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q1 2021, worth a combined $950M — up 8.6% from $875M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CWI positions and 9 closed out — a net gain of 13 holders — while 46 added to existing stakes and 63 trimmed.

The largest buyer was Pitcairn, adding an estimated $39.6M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $22.6M sold.

  • 185 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q1 2021, up from 174 in Q4 2020.
  • Funds reported $950M of State Street SPDR MSCI ACWI ex-US ETF stock for Q1 2021, up 8.6% quarter-over-quarter.
  • 22 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q1 2021 and 9 closed out, a net change of +13 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q1 2021 was Pitcairn, an estimated $39.6M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q1 2021 was Flow Traders U.S., an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2021.