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State Street SPDR MSCI ACWI ex-US ETF

208 hedge funds and large institutions have $1.21B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

2% more capital invested

Capital invested by funds: $1.19B → $1.21B (+$21M)

0% more funds holding

Funds holding: 208208 (0)

0.95% less ownership

Funds ownership: 72.54%71.59% (-0.95%)

43% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 77

89% less call options, than puts

Call options by funds: $204K | Put options by funds: $1.85M

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
19
Increased
44
Reduced
77
Closed
16
Calls
$204K
Puts
$1.85M
Net Calls
-$1.64M
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
126
First Commonwealth Financial Corp
Pennsylvania
$407K
WWM
127
Western Wealth Management
Colorado
$397K
CTA
128
Chesley Taft & Associates
Illinois
$396K
SNBOSCI
129
Security National Bank of Sioux City Iowa
Iowa
$395K
WA
130
Wambolt & Associates
Colorado
$382K -$172K -5,920 -32%
KFC
131
Klingenstein Fields & Co
New York
$376K
HCM
132
Highview Capital Management
Illinois
$370K
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$365K
SW
134
Simplicity Wealth
New Jersey
$361K -$337K -11,623 -49%
CRC
135
Curi RMB Capital
Illinois
$345K
MCM
136
Mitchell Capital Management
Kansas
$330K -$19.6K -674 -6%
LWA
137
Lantern Wealth Advisors
New York
$313K
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$307K
BS
139
Banco Santander
Spain
$306K -$31.7K -1,093 -10%
Bessemer Group
140
Bessemer Group
New Jersey
$304K +$289K +9,975 New
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$303K +$289K +9,951 New
FWA
142
FSM Wealth Advisors
Ohio
$293K
SFC
143
Strategic Financial Concepts
Texas
$274K -$6.96M -240,051 -96%
AIP
144
ARS Investment Partners
New York
$261K
BFG
145
Bleakley Financial Group
New Jersey
$256K
SL
146
Sentry LLC
Tennessee
$251K
GWS
147
Glassman Wealth Services
Virginia
$241K -$49.5K -1,708 -18%
AFA
148
Alpha Financial Advisors
North Carolina
$233K -$15K -516 -6%
BW
149
BIP Wealth
Georgia
$229K
LNWWM
150
Laird Norton Wetherby Wealth Management
California
$224K -$102K -3,500 -32%

CWI Hedge Fund Activity: Q3 2024 in Review

208 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2024, worth a combined $1.21B — up 1.8% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CWI positions and 16 closed out — a net gain of 3 holders — while 44 added to existing stakes and 77 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $18M. The largest seller was Envestnet Asset Management, cutting an estimated $15.2M.

  • 208 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $1.21B of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2024, up 1.8% quarter-over-quarter.
  • 19 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2024 and 16 closed out, a net change of +3 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2024 was Clal Insurance, an estimated $18M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2024.