CWI icon

SPDR MSCI ACWI ex-US ETF
CWI

Overview Fund Activity

197 hedge funds and large institutions have $1.1B invested in SPDR MSCI ACWI ex-US ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
3.15%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
31
Increased
47
Reduced
75
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$48.2M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$124M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.2M
4
HCM
4
Hengehold Capital Management
Ohio
$40.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.26M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$158M
2
WC
2
Wealth CMT
New Jersey
$0
3
Truist Financial
3
Truist Financial
North Carolina
$19M
4
MCC
4
Money Concepts Capital
Florida
$1.32M
5
EB
5
Eastern Bank
Massachusetts
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$284K +$284K +11,057 New
CWM
127
Curi Wealth Management
North Carolina
$283K – – –
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$279K -$91.8K -3,570 -25%
CWM
129
Cornerstone Wealth Management
Missouri
$272K +$272K +10,564 New
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$270K +$14.9K +581 +6%
AFA
131
Alpha Financial Advisors
North Carolina
$268K -$9.52K -370 -3%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$267K +$267K +10,359 New
EWM
133
Executive Wealth Management
Michigan
$262K +$262K +10,179 New
Creative Planning
134
Creative Planning
Kansas
$261K -$65.9K -2,560 -20%
LPIC
135
LeJeune Puetz Investment Counsel
Michigan
$241K – – –
FWA
136
FSM Wealth Advisors
Ohio
$234K +$234K +9,107 New
FHA
137
Flagship Harbor Advisors
Massachusetts
$228K -$6.02K -234 -3%
FNT
138
First National Trust
Pennsylvania
$224K – – –
JWA
139
JFS Wealth Advisors
Pennsylvania
$224K -$8K -311 -3%
CF
140
Corrigan Financial
Rhode Island
$223K -$2.03K -79 -0.9%
Lido Advisors
141
Lido Advisors
California
$221K +$221K +8,579 New
AIP
142
ARS Investment Partners
New York
$221K – – –
BFG
143
Bleakley Financial Group
New Jersey
$215K – – –
SS
144
Simplicity Solutions
Minnesota
$215K +$215K +8,361 New
SL
145
Sentry LLC
Tennessee
$212K +$212K +8,250 New
Stifel Financial
146
Stifel Financial
Missouri
$211K +$211K +8,216 New
WA
147
Wealth Architects
California
$202K +$202K +7,863 New
GT
148
Glenmede Trust
Pennsylvania
$185K – – –
GRP
149
Global Retirement Partners
California
$173K +$52.1K +2,012 +43%
CT
150
Cambridge Trust
Massachusetts
$159K -$386 -15 -0.2%
4 5
6
7 8