CWI icon

SPDR MSCI ACWI ex-US ETF
CWI

Overview Fund Activity

209 hedge funds and large institutions have $1.17B invested in 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 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
3.23%
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
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$238M
2
SFA
2
Sequoia Financial Advisors
Ohio
$28M
3
APP
3
Avantax Planning Partners
Iowa
$16.5M
4
LPL Financial
4
LPL Financial
California
$22.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$11.1M
2
FTUS
2
Flow Traders U.S.
New York
$1.22M
3
TFA
3
Tobias Financial Advisors
Florida
$0
4
BPA
4
Beacon Pointe Advisors
California
$0
5
CG
5
Colony Group
Massachusetts
$5.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
126
BerganKDV Wealth Management
Minnesota
$309K – – –
WWM
127
Western Wealth Management
Colorado
$307K +$307K +10,450 New
FC
128
Forte Capital
New York
$298K +$763 +26 +0.3%
B
129
Brightworth
Georgia
$297K – – –
CWM
130
Connecticut Wealth Management
Connecticut
$294K +$4.31K +147 +1%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$294K +$35.6K +1,217 +14%
MA
132
MONECO Advisors
Connecticut
$281K -$156K -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 -$176 -6 -0.1%
BIA
137
Bigelow Investment Advisors
Maine
$246K – – –
SC
138
Scotia Capital
Ontario, Canada
$244K -$156K -5,335 -39%
Northern Trust
139
Northern Trust
Illinois
$235K +$235K +8,001 New
SFG
140
SNS Financial Group
Minnesota
$231K – – –
WA
141
Wealth Architects
California
$230K +$117 +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 +$80.1K +2,739 +60%
Stifel Financial
146
Stifel Financial
Missouri
$210K +$210K +7,163 New
PWA
147
Pillar Wealth Advisors
Pennsylvania
$207K +$207K +7,053 New
Creative Planning
148
Creative Planning
Kansas
$207K +$207K +7,056 New
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$205K – – –
SWA
150
Stratos Wealth Advisors
Ohio
$204K +$411 +14 +0.2%
4 5
6
7 8