We are live on ! Find out more
CWI icon

State Street SPDR MSCI ACWI ex-US ETF

193 hedge funds and large institutions have $1.07B invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

32% more capital invested

Capital invested by funds: $811M → $1.07B (+$261M)

8% more funds holding

Funds holding: 179193 (+14)

7.56% more ownership

Funds ownership: 62.4%69.96% (+7.6%)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
193
Holders Change
+14
Holders Change %
+7.82%
% of All Funds
3.1%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
38
Increased
61
Reduced
60
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
101
WFA of San Diego
California
$684K -$6.72K -289 -1%
B
102
Bailard
California
$664K -$10.5K -450 -2%
BA
103
Bristlecone Advisors
Washington
$642K
SFG
104
Sage Financial Group
Pennsylvania
$620K
SAS
105
SMI Advisory Services
Indiana
$547K
RT
106
Rockland Trust
Massachusetts
$529K -$54.3K -2,334 -10%
PWM
107
PRW Wealth Management
Massachusetts
$527K +$509K +21,900 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$504K +$488K +20,959 New
Renaissance Technologies
109
Renaissance Technologies
New York
$500K -$612K -26,300 -56%
MML Investors Services
110
MML Investors Services
Massachusetts
$485K +$5.79K +249 +1%
TF
111
TIAA FSB
Florida
$476K -$163K -7,015 -26%
BS
112
Banco Santander
Spain
$454K -$45.3K -1,947 -9%
Capital World Investors
113
Capital World Investors
California
$454K +$119K +5,099 +38%
PAG
114
Private Advisor Group
New Jersey
$439K +$1.69M +72,662 +14%
OA
115
Operose Advisors
Wisconsin
$434K +$6K +258 +1%
WS
116
Wela Strategies
Georgia
$432K +$26.8K +1,153 +7%
CAN
117
Cetera Advisor Networks
California
$422K +$408K +17,558 New
Capital Research Global Investors
118
Capital Research Global Investors
California
$410K +$99.9K +4,293 +34%
PCA
119
Personal Capital Advisors
California
$410K +$396K +17,026 New
FCFC
120
First Commonwealth Financial Corp
Pennsylvania
$395K -$392K -16,830 -51%
GWM
121
GSB Wealth Management
Connecticut
$372K -$312K -13,413 -46%
SAM
122
Synergy Asset Management
Washington
$359K +$37.9K +1,631 +12%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$347K +$336K +14,423 New
CTA
124
Chesley Taft & Associates
Illinois
$313K
SNBOSCI
125
Security National Bank of Sioux City Iowa
Iowa
$312K

CWI Hedge Fund Activity: Q4 2022 in Review

193 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2022, worth a combined $1.07B — up 32% from $811M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CWI positions and 18 closed out — a net gain of 20 holders — while 61 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $112M. The largest seller was Mirae Asset Global Investments, cutting an estimated $19.3M.

  • 193 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2022, up from 179 in Q3 2022.
  • Funds reported $1.07B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 38 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2022 and 18 closed out, a net change of +20 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2022 was Bank of America, an estimated $112M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2022 was Mirae Asset Global Investments, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2022.