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State Street SPDR MSCI ACWI ex-US ETF

201 hedge funds and large institutions have $998M invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.5% more ownership

Funds ownership: 63.92%65.42% (+1.5%)

2% less funds holding

Funds holding: 205201 (-4)

13% less capital invested

Capital invested by funds: $1.15B → $998M (-$150M)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

17% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 70

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
201
Holders Change
-4
Holders Change %
-1.95%
% of All Funds
3.39%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
22
Increased
58
Reduced
70
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
126
Capital Research Global Investors
California
$293K -$171K -6,693 -35%
RCM
127
Radnor Capital Management
Pennsylvania
$285K
GIA
128
Gladstone Institutional Advisory
Florida
$280K -$43.1K -1,688 -13%
TSS
129
Two Sigma Securities
New York
$264K +$283K +11,105 New
KFC
130
Klingenstein Fields & Co
New York
$261K
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$255K -$126K -4,947 -32%
TSWM
132
Tyler-Stone Wealth Management
Ohio
$252K
JIC
133
Johnson Investment Counsel
Ohio
$250K +$269K +10,529 New
B
134
Brightworth
Georgia
$241K
CWM
135
Connecticut Wealth Management
Connecticut
$241K +$2.68K +105 +1%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$239K -$2.86K -112 -1%
BC
137
Barnett & Company
Tennessee
$235K -$12.6K -493 -5%
FPF
138
First Pacific Financial
Washington
$232K +$249K +9,760 New
MA
139
MONECO Advisors
Connecticut
$231K -$2.91K -114 -1%
CAN
140
Cetera Advisor Networks
California
$223K +$239K +9,366 New
AIP
141
ARS Investment Partners
New York
$222K
GWS
142
Glassman Wealth Services
Virginia
$222K
LPIC
143
LeJeune Puetz Investment Counsel
Michigan
$222K
JWA
144
JFS Wealth Advisors
Pennsylvania
$219K +$485 +19 +0.2%
BIA
145
Bigelow Investment Advisors
Maine
$218K +$20.4K +800 +10%
SI
146
Saxon Interests
Texas
$217K +$233K +9,140 New
BWM
147
BerganKDV Wealth Management
Minnesota
$213K
SAM
148
Synergy Asset Management
Washington
$212K +$228K +8,924 New
Deutsche Bank
149
Deutsche Bank
Germany
$208K
CT
150
Cambridge Trust
Massachusetts
$193K -$11.2K -437 -5%

CWI Hedge Fund Activity: Q2 2022 in Review

201 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q2 2022, worth a combined $998M — down 13% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CWI and 22 opened new positions — a net loss of 4 holders — while 70 trimmed existing stakes and 58 added.

The largest buyer was Bank of America, adding an estimated $24M. The largest seller was Royal Bank of Canada, cutting an estimated $13.4M.

  • 201 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q2 2022, down from 205 in Q1 2022.
  • Funds reported $998M of State Street SPDR MSCI ACWI ex-US ETF stock for Q2 2022, down 13% quarter-over-quarter.
  • 22 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q2 2022 and 26 closed out, a net change of -4 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q2 2022 was Bank of America, an estimated $24M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q2 2022 was Royal Bank of Canada, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2022.