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State Street SPDR MSCI ACWI ex-US ETF

193 hedge funds and large institutions have $1.07B invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

32% more capital invested

Capital invested by funds: $811M → $1.07B (+$261M)

8% more funds holding

Funds holding: 179193 (+14)

7.56% more ownership

Funds ownership: 62.4%69.96% (+7.6%)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
193
Holders Change
+14
Holders Change %
+7.82%
% of All Funds
3.1%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
38
Increased
61
Reduced
60
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
126
Glassman Wealth Services
Virginia
$312K +$12.7K +545 +4%
BF
127
BOK Financial
Oklahoma
$309K +$2.84K +122 +1%
Creative Planning
128
Creative Planning
Kansas
$305K +$295K +12,691 New
RCM
129
Radnor Capital Management
Pennsylvania
$300K
HCM
130
Highview Capital Management
Illinois
$293K -$88.7K -3,812 -24%
KFC
131
Klingenstein Fields & Co
New York
$286K +$15.7K +676 +6%
CWM
132
Curi Wealth Management
North Carolina
$265K +$3.65K +157 +1%
AFA
133
Alpha Financial Advisors
North Carolina
$259K +$251K +10,783 New
JIC
134
Johnson Investment Counsel
Ohio
$254K +$791 +34 +0.3%
SIA
135
Stegner Investment Associates
Kentucky
$251K
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$239K -$2.91K -125 -1%
LPIC
137
LeJeune Puetz Investment Counsel
Michigan
$226K
FHA
138
Flagship Harbor Advisors
Massachusetts
$218K +$211K +9,079 New
JWA
139
JFS Wealth Advisors
Pennsylvania
$217K +$395 +17 +0.2%
CF
140
Corrigan Financial
Rhode Island
$211K -$226K -9,711 -53%
FNT
141
First National Trust
Pennsylvania
$210K +$203K +8,723 New
AIP
142
ARS Investment Partners
New York
$206K +$200K +8,579 New
CPW
143
Catalyst Private Wealth
California
$206K -$79.5K -3,418 -29%
BFG
144
Bleakley Financial Group
New Jersey
$201K +$195K +8,361 New
GT
145
Glenmede Trust
Pennsylvania
$173K +$23.5K +1,010 +16%
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$170K +$136K +5,825 +469%
CT
147
Cambridge Trust
Massachusetts
$149K -$20.1K -865 -12%
Deutsche Bank
148
Deutsche Bank
Germany
$148K
WTC
149
WhitTier Trust Company
Nevada
$138K
WT
150
Washington Trust
Rhode Island
$137K

CWI Hedge Fund Activity: Q4 2022 in Review

193 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2022, worth a combined $1.07B — up 32% from $811M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CWI positions and 18 closed out — a net gain of 20 holders — while 61 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $112M. The largest seller was Mirae Asset Global Investments, cutting an estimated $19.3M.

  • 193 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2022, up from 179 in Q3 2022.
  • Funds reported $1.07B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 38 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2022 and 18 closed out, a net change of +20 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2022 was Bank of America, an estimated $112M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2022 was Mirae Asset Global Investments, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2022.