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State Street SPDR MSCI ACWI ex-US ETF
CWI

191 hedge funds and large institutions have $1.02B invested in State Street SPDR MSCI ACWI ex-US ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

4% more funds holding

Funds holding: 184 → 191 (+7)

5% less capital invested

Capital invested by funds: $1.07B → $1.02B (-$50.9M)

7% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 57

1.72% less ownership

Funds ownership: 59.85% → 58.13% (-1.7%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

Holders
191
Holders Change
+7
Holders Change %
+3.8%
% of All Funds
3.34%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
18
Increased
53
Reduced
57
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$11.6M
2
FTUS
Flow Traders U.S.
New York
+$9.4M
3
TCA
Transcend Capital Advisors
New Jersey
+$1.69M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$1.65M
5
HCM
Hengehold Capital Management
Ohio
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
-$17.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.49M
3
FFN
Focus Financial Network
Minnesota
-$4.53M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$2.58M
5
OCM
Orser Capital Management
Texas
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
126
Bigelow Investment Advisors
Maine
$243K +$8.96K +300 +4%
SFG
127
SNS Financial Group
Minnesota
$228K – – –
WA
128
Wealth Architects
California
$227K – – –
WWM
129
Windsor Wealth Management
Indiana
$226K – – –
AUB
130
Atlantic Union Bankshares
Virginia
$225K – – –
GIA
131
Gladstone Institutional Advisory
Florida
$225K +$232K +7,759 New
Capital Research Global Investors
132
Capital Research Global Investors
California
$223K +$230K +7,686 New
RRC
133
Relaxing Retirement Coach
Massachusetts
$220K – – –
SHWM
134
Smith & Howard Wealth Management
Georgia
$219K – – –
Koshinski Asset Management
135
Koshinski Asset Management
Illinois
$215K +$222K +7,437 New
MSAM
136
Moloney Securities Asset Management
Missouri
$214K -$112K -3,750 -34%
CWM
137
Cornerstone Wealth Management
Missouri
$203K -$46.9K -1,570 -18%
JMPWA
138
JP Morgan Private Wealth Advisors
California
$202K -$1.2K -40 -0.6%
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$202K – – –
SWA
140
Stratos Wealth Advisors
Ohio
$201K – – –
GT
141
Glenmede Trust
Pennsylvania
$178K – – –
WT
142
Washington Trust
Rhode Island
$166K – – –
WTC
143
WhitTier Trust Company
Nevada
$166K – – –
BW
144
Bison Wealth
Georgia
$160K – – –
HI
145
Harbour Investments
Wisconsin
$151K – – –
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$132K +$41.3K +1,382 +43%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$130K +$13.8K +462 +11%
GRP
148
Global Retirement Partners
California
$121K +$4.87K +163 +4%
COCM
149
Charter Oak Capital Management
New Hampshire
$92K – – –
APA
150
American Portfolios Advisors
New York
$90.8K – – –
4 5
6
7 8

CWI Hedge Fund Activity: Q3 2021 in Review

191 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2021, worth a combined $1.02B — down 4.8% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CWI positions and 8 closed out — a net gain of 10 holders — while 53 added to existing stakes and 57 trimmed.

The largest buyer was Bank of America, adding an estimated $11.6M. The largest seller was Sequoia Financial Advisors, cutting an estimated $17.9M.

  • 191 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2021, up from 184 in Q2 2021.
  • Funds reported $1.02B of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2021, down 4.8% quarter-over-quarter.
  • 18 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2021 and 8 closed out, a net change of +10 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2021 was Bank of America, an estimated $11.6M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2021 was Sequoia Financial Advisors, an estimated $17.9M sold.

Based on aggregated 13F filings for Q3 2021.