We are live on ! Find out more
CWI icon

State Street SPDR MSCI ACWI ex-US ETF
CWI

205 hedge funds and large institutions have $1.15B invested in State Street 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

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

1.22% more ownership

Funds ownership: 62.7% → 63.92% (+1.2%)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

2% less capital invested

Capital invested by funds: $1.17B → $1.15B (-$26.2M)

2% less funds holding

Funds holding: 209 → 205 (-4)

28% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 71

Holders
205
Holders Change
-4
Holders Change %
-1.91%
% of All Funds
3.23%
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
Avantax Planning Partners
Iowa
+$23.2M
2
FTUS
Flow Traders U.S.
New York
+$20.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.3M
4
Truist Financial
Truist Financial
North Carolina
+$9.62M
5
Jane Street
Jane Street
New York
+$9.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$60.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$11M
3
HCM
Hengehold Capital Management
Ohio
-$5.81M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.33M
5
DW
Domani Wealth
Pennsylvania
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
101
GSB Wealth Management
Connecticut
$722K -$11.2K -400 -2%
SFG
102
Sage Financial Group
Pennsylvania
$709K – – –
Capital World Investors
103
Capital World Investors
California
$627K -$1.3M -46,149 -67%
SAS
104
SMI Advisory Services
Indiana
$543K -$3.94K -140 -0.7%
Capital Research Global Investors
105
Capital Research Global Investors
California
$530K -$1.08M -38,431 -67%
ADBIC
106
A.D. Beadell Investment Counsel
Wisconsin
$530K +$7.03K +250 +1%
WS
107
Wela Strategies
Georgia
$529K +$175K +6,240 +48%
CF
108
Corrigan Financial
Rhode Island
$511K -$3.65K -130 -0.7%
MML Investors Services
109
MML Investors Services
Massachusetts
$505K -$2.19K -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 -$58.8K -2,090 -11%
HCM
113
Highview Capital Management
Illinois
$440K +$449K +15,983 New
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$432K +$15.2K +541 +4%
CTA
115
Chesley Taft & Associates
Illinois
$403K – – –
EVM
116
Eaton Vance Management
Massachusetts
$399K +$408K +14,497 New
GIA
117
Gladstone Institutional Advisory
Florida
$371K -$5.74K -204 -1%
SNBOSCI
118
Security National Bank of Sioux City Iowa
Iowa
$357K – – –
CPW
119
Catalyst Private Wealth
California
$353K -$32.2K -1,147 -8%
AWM
120
AE Wealth Management
Kansas
$353K +$27.6K +983 +8%
BF
121
BOK Financial
Oklahoma
$350K -$2.56K -91 -0.7%
RCM
122
Radnor Capital Management
Pennsylvania
$330K – – –
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$329K +$131K +4,649 +64%
FCFC
124
First Commonwealth Financial Corp
Pennsylvania
$317K – – –
KFC
125
Klingenstein Fields & Co
New York
$302K -$11.6K -412 -4%
3 4
5
6 7

CWI Hedge Fund Activity: Q1 2022 in Review

205 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q1 2022, worth a combined $1.15B — down 2.2% from $1.17B a quarter earlier.

Fund positioning in CWI was balanced in Q1 2022: 29 funds opened new positions, 29 closed out, 51 added to existing stakes and 71 trimmed.

The largest buyer was Avantax Planning Partners, adding an estimated $23.2M. The largest seller was Bank of America, cutting an estimated $60.7M.

  • 205 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q1 2022, down from 209 in Q4 2021.
  • Funds reported $1.15B of State Street SPDR MSCI ACWI ex-US ETF stock for Q1 2022, down 2.2% quarter-over-quarter.
  • 29 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q1 2022 and 29 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q1 2022 was Avantax Planning Partners, an estimated $23.2M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q1 2022 was Bank of America, an estimated $60.7M sold.

Based on aggregated 13F filings for Q1 2022.