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SPDR MSCI ACWI ex-US ETF
CWI

Overview Fund Activity

201 hedge funds and large institutions have $998M invested in SPDR MSCI ACWI ex-US ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-4
Holders Change %
-1.95%
% of All Funds
3.4%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
22
Increased
58
Reduced
70
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$164M
2
WC
2
Wealth CMT
New Jersey
$21.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.3M
4
Ameriprise
4
Ameriprise
Minnesota
$10.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.63M

Top Sellers

1
JCM
1
Jacobi Capital Management
Pennsylvania
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.79M
3
FTUS
3
Flow Traders U.S.
New York
$10.4M
4
LWM
4
Ledge Wealth Management
Minnesota
$2.41M
5
MFG
5
Merit Financial Group
Georgia
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
101
Freestone Capital Holdings
Washington
$640K -$1.88M -79,001 -75%
TF
102
TIAA FSB
Florida
$640K -$25.7K -1,078 -4%
BA
103
Bristlecone Advisors
Washington
$635K +$635K +26,702 New
GWM
104
GSB Wealth Management
Connecticut
$624K +$333 +14 +0.1%
SFG
105
Sage Financial Group
Pennsylvania
$613K – – –
RT
106
Rockland Trust
Massachusetts
$573K -$169K -7,125 -23%
MFG
107
Merit Financial Group
Georgia
$572K -$6.25M -263,045 -92%
BS
108
Banco Santander
Spain
$490K +$490K +20,591 New
SAS
109
SMI Advisory Services
Indiana
$469K – – –
WS
110
Wela Strategies
Georgia
$464K +$6.92K +291 +2%
CF
111
Corrigan Financial
Rhode Island
$439K -$2.62K -110 -0.6%
MML Investors Services
112
MML Investors Services
Massachusetts
$437K +$500 +21 +0.1%
OA
113
Operose Advisors
Wisconsin
$423K +$6.73K +283 +2%
ADBIC
114
A.D. Beadell Investment Counsel
Wisconsin
$401K -$56.5K -2,378 -12%
HCM
115
Highview Capital Management
Illinois
$380K – – –
VCP
116
Verus Capital Partners
Arizona
$369K -$578K -24,392 -61%
QWM
117
QP Wealth Management
New Jersey
$369K +$369K +15,500 New
CTA
118
Chesley Taft & Associates
Illinois
$357K – – –
SIA
119
Stegner Investment Associates
Kentucky
$354K -$313K -13,160 -47%
EVM
120
Eaton Vance Management
Massachusetts
$345K – – –
AWM
121
AE Wealth Management
Kansas
$312K +$7.58K +319 +2%
Capital World Investors
122
Capital World Investors
California
$310K -$227K -9,495 -42%
SNBOSCI
123
Security National Bank of Sioux City Iowa
Iowa
$309K – – –
BF
124
BOK Financial
Oklahoma
$307K +$4.43K +186 +1%
CPW
125
Catalyst Private Wealth
California
$305K +$95 +4 +0%
3 4
5
6 7