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State Street SPDR MSCI ACWI ex-US ETF
CWI

209 hedge funds and large institutions have $1.17B invested in State Street SPDR MSCI ACWI ex-US ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

54% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 48

15% more capital invested

Capital invested by funds: $1.02B → $1.17B (+$157M)

9% more funds holding

Funds holding: 191 → 209 (+18)

4.57% more ownership

Funds ownership: 58.13% → 62.7% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

Holders
209
Holders Change
+18
Holders Change %
+9.42%
% of All Funds
3.22%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
39
Increased
74
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$85.1M
2
SFA
Sequoia Financial Advisors
Ohio
+$17.8M
3
APP
Avantax Planning Partners
Iowa
+$11M
4
LPL Financial
LPL Financial
California
+$10.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$10M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$12.5M
2
FTUS
Flow Traders U.S.
New York
-$8.07M
3
TFA
Tobias Financial Advisors
Florida
-$7.19M
4
BPA
Beacon Pointe Advisors
California
-$1.13M
5
CG
Colony Group
Massachusetts
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
126
BerganKDV Wealth Management
Minnesota
$309K – – –
WWM
127
Western Wealth Management
Colorado
$307K +$309K +10,450 New
FC
128
Forte Capital
New York
$298K +$768 +26 +0.3%
B
129
Brightworth
Georgia
$297K – – –
CWM
130
Connecticut Wealth Management
Connecticut
$294K +$4.34K +147 +1%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$294K +$35.9K +1,217 +14%
MA
132
MONECO Advisors
Connecticut
$281K -$161K -5,446 -36%
LPIC
133
LeJeune Puetz Investment Counsel
Michigan
$275K – – –
JWA
134
JFS Wealth Advisors
Pennsylvania
$270K -$11.6K -394 -4%
Deutsche Bank
135
Deutsche Bank
Germany
$256K – – –
CT
136
Cambridge Trust
Massachusetts
$254K -$177 -6 -0.1%
BIA
137
Bigelow Investment Advisors
Maine
$246K – – –
SC
138
Scotia Capital
Ontario, Canada
$244K -$158K -5,335 -39%
Northern Trust
139
Northern Trust
Illinois
$235K +$236K +8,001 New
SFG
140
SNS Financial Group
Minnesota
$231K – – –
WA
141
Wealth Architects
California
$230K +$118 +4 +0.1%
WWM
142
Windsor Wealth Management
Indiana
$229K -$236 -8 -0.1%
RRC
143
Relaxing Retirement Coach
Massachusetts
$223K – – –
SHWM
144
Smith & Howard Wealth Management
Georgia
$222K – – –
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$214K +$80.9K +2,739 +60%
Stifel Financial
146
Stifel Financial
Missouri
$210K +$211K +7,163 New
PWA
147
Pillar Wealth Advisors
Pennsylvania
$207K +$208K +7,053 New
Creative Planning
148
Creative Planning
Kansas
$207K +$208K +7,056 New
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$205K – – –
SWA
150
Stratos Wealth Advisors
Ohio
$204K +$413 +14 +0.2%
4 5
6
7 8

CWI Hedge Fund Activity: Q4 2021 in Review

209 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2021, worth a combined $1.17B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CWI positions and 20 closed out — a net gain of 19 holders — while 74 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $85.1M. The largest seller was Truist Financial, cutting an estimated $12.5M.

  • 209 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2021, up from 191 in Q3 2021.
  • Funds reported $1.17B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 39 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2021 and 20 closed out, a net change of +19 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2021 was Bank of America, an estimated $85.1M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2021 was Truist Financial, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2021.