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State Street SPDR MSCI ACWI ex-US ETF
CWI

205 hedge funds and large institutions have $1.15B invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

1.22% more ownership

Funds ownership: 62.7% → 63.92% (+1.2%)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

2% less capital invested

Capital invested by funds: $1.17B → $1.15B (-$26.2M)

2% less funds holding

Funds holding: 209 → 205 (-4)

28% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 71

Holders
205
Holders Change
-4
Holders Change %
-1.91%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
29
Increased
51
Reduced
71
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
Avantax Planning Partners
Iowa
+$23.2M
2
FTUS
Flow Traders U.S.
New York
+$20.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.3M
4
Truist Financial
Truist Financial
North Carolina
+$9.62M
5
Jane Street
Jane Street
New York
+$9.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$60.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$11M
3
HCM
Hengehold Capital Management
Ohio
-$5.81M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.33M
5
DW
Domani Wealth
Pennsylvania
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
126
Forte Capital
New York
$298K – – –
FA
127
Financial Advisors
Massachusetts
$293K -$4.05K -144 -1%
TSWM
128
Tyler-Stone Wealth Management
Ohio
$292K – – –
BC
129
Barnett & Company
Tennessee
$285K -$41.4K -1,471 -12%
B
130
Brightworth
Georgia
$279K – – –
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$279K +$3.15K +112 +1%
CWM
132
Connecticut Wealth Management
Connecticut
$276K – – –
MA
133
MONECO Advisors
Connecticut
$271K – – –
OMC
134
Old Mission Capital
Illinois
$269K -$277K -9,845 -50%
MCC
135
Money Concepts Capital
Florida
$264K +$270K +9,600 New
LPIC
136
LeJeune Puetz Investment Counsel
Michigan
$258K – – –
AIP
137
ARS Investment Partners
New York
$257K -$466K -16,579 -64%
GWS
138
Glassman Wealth Services
Virginia
$257K +$263K +9,355 New
JWA
139
JFS Wealth Advisors
Pennsylvania
$253K – – –
BWM
140
BerganKDV Wealth Management
Minnesota
$246K -$44.8K -1,592 -15%
Deutsche Bank
141
Deutsche Bank
Germany
$240K – – –
CT
142
Cambridge Trust
Massachusetts
$236K -$2.56K -91 -1%
BIA
143
Bigelow Investment Advisors
Maine
$230K -$562 -20 -0.2%
Creative Planning
144
Creative Planning
Kansas
$218K +$24.4K +869 +12%
SFG
145
SNS Financial Group
Minnesota
$217K – – –
WA
146
Wealth Architects
California
$216K – – –
WWM
147
Windsor Wealth Management
Indiana
$211K -$675 -24 -0.3%
MA
148
MBA Advisors
Pennsylvania
$209K -$130K -4,640 -38%
RRC
149
Relaxing Retirement Coach
Massachusetts
$209K – – –
SHWM
150
Smith & Howard Wealth Management
Georgia
$208K – – –
4 5
6
7 8

CWI Hedge Fund Activity: Q1 2022 in Review

205 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q1 2022, worth a combined $1.15B — down 2.2% from $1.17B a quarter earlier.

Fund positioning in CWI was balanced in Q1 2022: 29 funds opened new positions, 29 closed out, 51 added to existing stakes and 71 trimmed.

The largest buyer was Avantax Planning Partners, adding an estimated $23.2M. The largest seller was Bank of America, cutting an estimated $60.7M.

  • 205 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q1 2022, down from 209 in Q4 2021.
  • Funds reported $1.15B of State Street SPDR MSCI ACWI ex-US ETF stock for Q1 2022, down 2.2% quarter-over-quarter.
  • 29 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q1 2022 and 29 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q1 2022 was Avantax Planning Partners, an estimated $23.2M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q1 2022 was Bank of America, an estimated $60.7M sold.

Based on aggregated 13F filings for Q1 2022.