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State Street SPDR MSCI ACWI ex-US ETF

179 hedge funds and large institutions have $811M invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3.02% less ownership

Funds ownership: 65.42%62.4% (-3%)

11% less funds holding

Funds holding: 201179 (-22)

19% less capital invested

Capital invested by funds: $998M → $811M (-$187M)

20% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 70

69% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 32

Holders
179
Holders Change
-22
Holders Change %
-10.95%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
10
Increased
56
Reduced
70
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$422K +$36K +1,528 +8%
CFG
102
Citizens Financial Group
Rhode Island
$406K -$247K -10,494 -35%
CF
103
Corrigan Financial
Rhode Island
$392K
Financial Engines Advisors
104
Financial Engines Advisors
California
$378K -$1.84M -78,291 -81%
OA
105
Operose Advisors
Wisconsin
$378K
WS
106
Wela Strategies
Georgia
$356K -$63.8K -2,710 -14%
HCM
107
Highview Capital Management
Illinois
$339K
EVM
108
Eaton Vance Management
Massachusetts
$307K
Capital World Investors
109
Capital World Investors
California
$289K +$14.4K +610 +5%
SAM
110
Synergy Asset Management
Washington
$282K +$102K +4,351 +49%
CTA
111
Chesley Taft & Associates
Illinois
$276K -$47.1K -2,000 -13%
SNBOSCI
112
Security National Bank of Sioux City Iowa
Iowa
$275K
KPW
113
Kore Private Wealth
New York
$270K -$2.81M -119,359 -90%
BF
114
BOK Financial
Oklahoma
$270K -$4.45K -189 -1%
Capital Research Global Investors
115
Capital Research Global Investors
California
$268K +$7.08K +301 +2%
GWS
116
Glassman Wealth Services
Virginia
$263K +$71.9K +3,055 +33%
RCM
117
Radnor Capital Management
Pennsylvania
$255K
CPW
118
Catalyst Private Wealth
California
$254K -$20.5K -870 -7%
KFC
119
Klingenstein Fields & Co
New York
$238K +$5.88K +250 +2%
CWM
120
Curi Wealth Management
North Carolina
$230K +$255K +10,842 New
SIA
121
Stegner Investment Associates
Kentucky
$223K -$105K -4,477 -30%
JIC
122
Johnson Investment Counsel
Ohio
$223K
B
123
Brightworth
Georgia
$215K
Northern Trust
124
Northern Trust
Illinois
$213K -$481K -20,431 -67%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$213K

CWI Hedge Fund Activity: Q3 2022 in Review

179 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2022, worth a combined $811M — down 19% from $998M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of CWI and 10 opened new positions — a net loss of 22 holders — while 70 trimmed existing stakes and 56 added.

The largest buyer was Synovus Financial, adding an estimated $33.2M. The largest seller was PNC Financial Services Group, cutting an estimated $82.2M.

  • 179 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2022, down from 201 in Q2 2022.
  • Funds reported $811M of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2022, down 19% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2022 and 32 closed out, a net change of -22 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2022 was Synovus Financial, an estimated $33.2M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2022 was PNC Financial Services Group, an estimated $82.2M sold.

Based on aggregated 13F filings for Q3 2022.