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State Street SPDR MSCI ACWI ex-US ETF
CWI

208 hedge funds and large institutions have $1.19B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

1% more funds holding

Funds holding: 206 → 208 (+2)

0.17% more ownership

Funds ownership: 72.37% → 72.54% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1% less capital invested

Capital invested by funds: $1.19B → $1.19B (-$7.11M)

1% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 68

Holders
208
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
3%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
67
Reduced
68
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$10M
2
SFC
Strategic Financial Concepts
Texas
+$6.84M
3
WA
Waverly Advisors
Alabama
+$5.76M
4
CA
Clearstead Advisors
Ohio
+$4.45M
5
SGWM
Sterling Group Wealth Management
California
+$4.23M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$10.5M
2
Bank of America
Bank of America
North Carolina
-$8.4M
3
MCC
Money Concepts Capital
Florida
-$4.24M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.98M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
101
Equitable Holdings
New York
$883K -$11.3K -397 -1%
BFA
102
Bragg Financial Advisors
North Carolina
$847K -$28.3K -1,000 -3%
GRP
103
Global Retirement Partners
California
$841K -$62.5K -2,204 -7%
Goldman Sachs
104
Goldman Sachs
New York
$776K -$200K -7,064 -20%
Renaissance Technologies
105
Renaissance Technologies
New York
$773K -$632K -22,300 -45%
BA
106
Bristlecone Advisors
Washington
$756K – – –
SFG
107
Sage Financial Group
Pennsylvania
$730K – – –
SWP
108
Stratos Wealth Partners
Ohio
$698K +$699K +24,669 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$698K +$406K +14,334 +139%
WS
110
Wela Strategies
Georgia
$665K +$6.86K +242 +1%
SW
111
Simplicity Wealth
New Jersey
$665K +$42.2K +1,490 +7%
WOSD
112
WFA of San Diego
California
$620K +$621K +21,910 New
AC
113
Avestar Capital
New York
$582K – – –
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$573K -$1.1K -39 -0.2%
WA
115
Wambolt & Associates
Colorado
$525K -$121K -4,261 -19%
SAS
116
SMI Advisory Services
Indiana
$525K -$15.7K -553 -3%
TIAA Trust, National Association
117
TIAA Trust, National Association
North Carolina
$501K – – –
GWM
118
GSB Wealth Management
Connecticut
$452K +$13.1K +462 +3%
KA
119
Kure Advisory
Minnesota
$440K – – –
Stifel Financial
120
Stifel Financial
Missouri
$433K +$433K +15,293 New
FHA
121
Flagship Harbor Advisors
Massachusetts
$429K -$11K -388 -2%
Citadel Advisors
122
Citadel Advisors
Florida
$414K -$2.5M -88,301 -86%
SIA
123
Stegner Investment Associates
Kentucky
$412K -$4.82K -170 -1%
FTUS
124
Flow Traders U.S.
New York
$392K +$393K +13,858 New
CWM
125
Cornerstone Wealth Management
Missouri
$380K -$57.1K -2,016 -13%
3 4
5
6 7

CWI Hedge Fund Activity: Q2 2024 in Review

208 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q2 2024, worth a combined $1.19B — down 0.6% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CWI positions and 11 closed out — a net gain of 4 holders — while 67 added to existing stakes and 68 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $10M. The largest seller was Jane Street, cutting an estimated $10.5M.

  • 208 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q2 2024, up from 206 in Q1 2024.
  • Funds reported $1.19B of State Street SPDR MSCI ACWI ex-US ETF stock for Q2 2024, down 0.6% quarter-over-quarter.
  • 15 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q2 2024 and 11 closed out, a net change of +4 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q2 2024 was Bank of Montreal, an estimated $10M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q2 2024 was Jane Street, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2024.