CWI icon

SPDR MSCI ACWI ex-US ETF
CWI

Overview Fund Activity

205 hedge funds and large institutions have $1.15B invested in SPDR MSCI ACWI ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-4
Holders Change %
-1.91%
% of All Funds
3.24%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
29
Increased
51
Reduced
71
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$38.3M
2
FTUS
2
Flow Traders U.S.
New York
$21.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.5M
4
Truist Financial
4
Truist Financial
North Carolina
$19.9M
5
Jane Street
5
Jane Street
New York
$11.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$164M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HCM
3
Hengehold Capital Management
Ohio
$75.3M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$10.3M
5
DW
5
Domani Wealth
Pennsylvania
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
101
GSB Wealth Management
Connecticut
$722K -$11K -400 -2%
SFG
102
Sage Financial Group
Pennsylvania
$709K – – –
Capital World Investors
103
Capital World Investors
California
$627K -$1.29M -46,149 -67%
SAS
104
SMI Advisory Services
Indiana
$543K -$3.85K -140 -0.7%
Capital Research Global Investors
105
Capital Research Global Investors
California
$530K -$1.07M -38,431 -67%
ADBIC
106
A.D. Beadell Investment Counsel
Wisconsin
$530K +$6.88K +250 +1%
WS
107
Wela Strategies
Georgia
$529K +$172K +6,240 +48%
CF
108
Corrigan Financial
Rhode Island
$511K -$3.58K -130 -0.7%
MML Investors Services
109
MML Investors Services
Massachusetts
$505K -$2.15K -78 -0.4%
OA
110
Operose Advisors
Wisconsin
$482K – – –
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$456K – – –
ACM
112
Allred Capital Management
Texas
$446K -$57.5K -2,090 -11%
HCM
113
Highview Capital Management
Illinois
$440K +$440K +15,983 New
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$432K +$14.9K +541 +4%
CTA
115
Chesley Taft & Associates
Illinois
$403K – – –
EVM
116
Eaton Vance Management
Massachusetts
$399K +$399K +14,497 New
GIA
117
Gladstone Institutional Advisory
Florida
$371K -$5.62K -204 -1%
SNBOSCI
118
Security National Bank of Sioux City Iowa
Iowa
$357K – – –
CPW
119
Catalyst Private Wealth
California
$353K -$31.6K -1,147 -8%
AWM
120
AE Wealth Management
Kansas
$353K +$27.1K +983 +8%
BF
121
BOK Financial
Oklahoma
$350K -$2.5K -91 -0.7%
RCM
122
Radnor Capital Management
Pennsylvania
$330K – – –
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$329K +$128K +4,649 +64%
FCFC
124
First Commonwealth Financial Corp
Pennsylvania
$317K – – –
KFC
125
Klingenstein Fields & Co
New York
$302K -$11.4K -412 -4%
3 4
5
6 7