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State Street SPDR MSCI ACWI ex-US ETF

143 hedge funds and large institutions have $760M invested in State Street SPDR MSCI ACWI ex-US ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

13% more funds holding

Funds holding: 126143 (+17)

6% more capital invested

Capital invested by funds: $719M → $760M (+$41.5M)

1.44% less ownership

Funds ownership: 73.52%72.07% (-1.4%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
143
Holders Change
+17
Holders Change %
+13.49%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
25
Increased
57
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
126
Exchange Capital Management
Michigan
$12K
RBC
127
Roble Belko & Company
Pennsylvania
$12K
PWM
128
Perigon Wealth Management
California
$10K
STA
129
Summit Trail Advisors
New York
$10K +$9.45K +368 New
SEI Investments
130
SEI Investments
Pennsylvania
$9K +$7.55K +294 +840%
IP
131
Isthmus Partners
Wisconsin
$8K +$925 +36 +14%
AWA
132
Acorn Wealth Advisors
Michigan
$8K +$7.86K +306 New
DSC
133
Duncker Streett & Co
Missouri
$5K +$5.21K +203 New
SAM
134
Shamrock Asset Management
Texas
$3K +$2.98K +116 +1,933%
SP
135
SWS Partners
Ohio
$3K +$3.21K +125 New
AA
136
Advisory Alpha
Michigan
$2K -$512K -19,919 -100%
Barclays
137
Barclays
United Kingdom
$2K
WB
138
Webster Bank
Connecticut
$2K
BTIS
139
BB&T Investment Services
North Carolina
$2K +$2K +78 New
TWA
140
TCI Wealth Advisors
Arizona
$2K +$2.29K +89 New
HI
141
Hudock Inc
Pennsylvania
$1K
SMM
142
Stadion Money Management
Georgia
-$67.3M -2,667,156 Closed
VF
143
Virtu Financial
New York
-$346K -13,725 Closed
CBU
144
CIBC Bank USA
Illinois
-$207K -8,228 Closed
HFM
145
Hartford Financial Management
Connecticut
-$37K -1,479 Closed
SFSIG
146
San Francisco Sentry Investment Group
California
-$10K -408 Closed
JP Morgan Chase
147
JP Morgan Chase
New York
-$8K -300 Closed
ASN
148
Advisory Services Network
Georgia
-$3K -110 Closed
VNA
149
Valley National Advisers
Pennsylvania
-$2K -89 Closed

CWI Hedge Fund Activity: Q4 2017 in Review

143 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2017, worth a combined $760M — up 5.8% from $719M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CWI positions and 8 closed out — a net gain of 17 holders — while 57 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $21.8M. The largest seller was Stadion Money Management, exiting entirely with an estimated $67.3M sold.

  • 143 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2017, up from 126 in Q3 2017.
  • Funds reported $760M of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2017, up 5.8% quarter-over-quarter.
  • 25 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2017 and 8 closed out, a net change of +17 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2017 was Bank of America, an estimated $21.8M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2017 was Stadion Money Management, an estimated $67.3M sold.

Based on aggregated 13F filings for Q4 2017.