We are live on ! Find out more
CWI icon

State Street SPDR MSCI ACWI ex-US ETF
CWI

199 hedge funds and large institutions have $1.05B invested in State Street SPDR MSCI ACWI ex-US ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

27% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 55

5.08% more ownership

Funds ownership: 68.03% → 73.11% (+5.1%)

3% more funds holding

Funds holding: 194 → 199 (+5)

0% more capital invested

Capital invested by funds: $1.05B → $1.05B (+$3.89M)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
199
Holders Change
+5
Holders Change %
+2.58%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
19
Increased
70
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$30.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$25.9M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$15.3M
4
Bank of America
Bank of America
North Carolina
+$12M
5
SHJ
Sharkey, Howes & Javer
Colorado
+$7.84M

Top Sellers

Rank Fund Capital Flow
1
FC
Financial Consulate
Maryland
-$22.8M
2
Jane Street
Jane Street
New York
-$7.72M
3
SF
Synovus Financial
Georgia
-$1.36M
4
Cerity Partners
Cerity Partners
New York
-$941K
5
FFN
Focus Financial Network
Minnesota
-$901K
Name Holding Trade Value Shares
Change 		Change in
Stake
KFC
126
Klingenstein Fields & Co
New York
$296K – – –
CWM
127
Cornerstone Wealth Management
Missouri
$287K – – –
GCA
128
Greenwood Capital Associates
South Carolina
$280K -$6.34K -245 -2%
CWM
129
Curi Wealth Management
North Carolina
$278K – – –
GWS
130
Glassman Wealth Services
Virginia
$270K – – –
AFA
131
Alpha Financial Advisors
North Carolina
$259K – – –
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$251K -$20.2K -779 -7%
IWC
133
Integrated Wealth Concepts
Massachusetts
$239K – – –
LSA
134
Lion Street Advisors
Texas
$236K +$246K +9,500 New
RWP
135
RWA Wealth Partners
Massachusetts
$233K – – –
SW
136
Simplicity Wealth
New Jersey
$233K +$4.45K +172 +2%
FWA
137
FSM Wealth Advisors
Ohio
$232K +$5.69K +220 +2%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$225K -$52.6K -2,032 -18%
JWA
139
JFS Wealth Advisors
Pennsylvania
$217K – – –
Stifel Financial
140
Stifel Financial
Missouri
$216K +$2.72K +105 +1%
AIP
141
ARS Investment Partners
New York
$214K – – –
EWM
142
Executive Wealth Management
Michigan
$211K +$1.24K +48 +0.6%
SS
143
Simplicity Solutions
Minnesota
$208K -$238K -9,201 -52%
BFG
144
Bleakley Financial Group
New Jersey
$208K – – –
SL
145
Sentry LLC
Tennessee
$205K – – –
GT
146
Glenmede Trust
Pennsylvania
$179K – – –
MPCG
147
Matrix Private Capital Group
New York
$169K +$176K +6,800 New
RW
148
RVW Wealth
California
$166K +$172K +6,651 New
WTC
149
WhitTier Trust Company
Nevada
$158K +$15.5K +600 +10%
Deutsche Bank
150
Deutsche Bank
Germany
$153K – – –
4 5
6
7 8

CWI Hedge Fund Activity: Q3 2023 in Review

199 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2023, worth a combined $1.05B — up 0.37% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CWI positions and 11 closed out — a net gain of 8 holders — while 70 added to existing stakes and 55 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $30.1M. The largest seller was Financial Consulate, cutting an estimated $22.8M.

  • 199 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2023, up from 194 in Q2 2023.
  • Funds reported $1.05B of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2023, up 0.37% quarter-over-quarter.
  • 19 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2023 and 11 closed out, a net change of +8 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2023 was HighTower Advisors, an estimated $30.1M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2023 was Financial Consulate, an estimated $22.8M sold.

Based on aggregated 13F filings for Q3 2023.