CWI icon

SPDR MSCI ACWI ex-US ETF
CWI

Overview Fund Activity

207 hedge funds and large institutions have $1.19B invested in SPDR MSCI ACWI ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.01%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
67
Reduced
67
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$17.6M
2
WA
Waverly Advisors
Alabama
$6.71M
3
CA
Clearstead Advisors
Ohio
$4.46M
4
SGWM
Sterling Group Wealth Management
California
$4.23M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$100M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$37.9M
2
Jane Street
Jane Street
New York
$43.6M
3
Bank of America
Bank of America
North Carolina
$183M
4
MCC
Money Concepts Capital
Florida
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
126
Western Wealth Management
Colorado
$369K – – –
CTA
127
Chesley Taft & Associates
Illinois
$369K -$98K -3,460 -21%
SNBOSCI
128
Security National Bank of Sioux City Iowa
Iowa
$367K – – –
KFC
129
Klingenstein Fields & Co
New York
$350K – – –
HCM
130
Highview Capital Management
Illinois
$345K – – –
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$341K -$92K -3,248 -21%
RCM
132
Radnor Capital Management
Pennsylvania
$340K – – –
MCM
133
Mitchell Capital Management
Kansas
$326K -$71.5K -2,525 -18%
CRC
134
Curi RMB Capital
Illinois
$320K – – –
BS
135
Banco Santander
Spain
$316K -$18.3K -646 -5%
LNWWM
136
Laird Norton Wetherby Wealth Management
California
$307K +$1.42K +50 +0.5%
TPCW
137
TD Private Client Wealth
New York
$302K +$302K +10,674 New
LWA
138
Lantern Wealth Advisors
New York
$291K – – –
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$285K -$12.4K -440 -4%
GWS
140
Glassman Wealth Services
Virginia
$272K – – –
FWA
141
FSM Wealth Advisors
Ohio
$272K +$3.51K +124 +1%
RWP
142
RWA Wealth Partners
Massachusetts
$265K – – –
PCIA
143
Prime Capital Investment Advisors
Kansas
$248K -$325K -11,485 -57%
AIP
144
ARS Investment Partners
New York
$243K – – –
BFG
145
Bleakley Financial Group
New Jersey
$238K – – –
SL
146
Sentry LLC
Tennessee
$234K – – –
AFA
147
Alpha Financial Advisors
North Carolina
$231K -$23.6K -833 -9%
IWC
148
Integrated Wealth Concepts
Massachusetts
$230K -$7.76K -274 -3%
BW
149
BIP Wealth
Georgia
$213K – – –
WFS
150
WealthGarden F.S.
California
$209K +$209K +7,399 New
4 5
6
7 8