State Street SPDR MSCI ACWI ex-US ETF
126 hedge funds and large institutions have $719M invested in State Street SPDR MSCI ACWI ex-US ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
21% more capital invested
Capital invested by funds: $596M → $719M (+$123M)
18% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 38
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
7.17% more ownership
Funds ownership: 66.35% → 73.52% (+7.2%)
4% more funds holding
Funds holding: 121 → 126 (+5)
Top Buyers
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$38.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$20.5M |
| 3 |
Jane Street
New York
|
+$11.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$9.47M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.06M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Lazard Asset Management
New York
| – | -$139K | -5,864 | Closed |
|
127
Creative Planning
Overland Park,
Kansas
| – | -$43K | -1,794 | Closed |
|
|
QAM
128
QCI Asset Management
Pittsford,
New York
| – | -$11K | -450 | Closed |
|
|
NFG
129
Next Financial Group
Houston,
Texas
| – | -$1K | -54 | Closed |
|
CWI Hedge Fund Activity: Q3 2017 in Review
126 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2017, worth a combined $719M — up 21% from $596M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CWI positions and 6 closed out — a net gain of 7 holders — while 45 added to existing stakes and 38 trimmed.
The largest buyer was Stadion Money Management, adding an estimated $38.5M. The largest seller was Montecito Bank & Trust, cutting an estimated $8.29M.
- 126 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2017, up from 121 in Q2 2017.
- Funds reported $719M of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2017, up 21% quarter-over-quarter.
- 13 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2017 and 6 closed out, a net change of +7 holders.
- The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2017 was Stadion Money Management, an estimated $38.5M added.
- The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2017 was Montecito Bank & Trust, an estimated $8.29M sold.
Based on aggregated 13F filings for Q3 2017.