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State Street SPDR MSCI ACWI ex-US ETF

183 hedge funds and large institutions have $1B invested in State Street SPDR MSCI ACWI ex-US ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

12% more funds holding

Funds holding: 164183 (+19)

7% more capital invested

Capital invested by funds: $939M → $1B (+$62.3M)

0.23% more ownership

Funds ownership: 55.63%55.86% (+0.23%)

2% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 59

Holders
183
Holders Change
+19
Holders Change %
+11.59%
% of All Funds
3.61%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
31
Increased
58
Reduced
59
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
151
Capital Analysts LLC
Pennsylvania
$89K
GT
152
Glenmede Trust
Pennsylvania
$81K
SFSG
153
Stearns Financial Services Group
North Carolina
$80K -$13.7K -546 -15%
ASN
154
Advisory Services Network
Georgia
$67K +$30.1K +1,202 +87%
PA
155
PSI Advisors
Florida
$67K +$65.8K +2,630 New
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$60K
BWA
157
Burt Wealth Advisors
Maryland
$51K
HR
158
Howe & Rusling
New York
$46K
BFC
159
Bedel Financial Consulting
Indiana
$41K
HWM
160
Holloway Wealth Management
Florida
$40K
FA
161
Faithward Advisors
Pennsylvania
$35K +$34.2K +1,367 New
VFA
162
Valeo Financial Advisors
Indiana
$28K
AA
163
Advisory Alpha
Michigan
$25.6K +$24.4K +975 +13,929%
MA
164
MCF Advisors
Kentucky
$25K
SSWG
165
Seven Springs Wealth Group
Tennessee
$23K +$21.9K +877 New
MWP
166
MYCIO Wealth Partners
Pennsylvania
$21K
LWM
167
Liberty Wealth Management
California
$19K
RG
168
Retirement Group
California
$18K +$17.5K +698 New
NFG
169
Next Financial Group
Texas
$13K
BCWM
170
Bartlett & Co Wealth Management
Ohio
$11.6K
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$10K +$10K +400 New
SHWM
172
Silicon Hills Wealth Management
Texas
$7.62K +$8.43K +337 New
PA
173
Procyon Advisors
Connecticut
$7K +$6.55K +262 New
TA
174
TFG Advisers
Michigan
$6K +$5.83K +233 New
BUB
175
BBVA USA Bancshares
Texas
$5K +$4.73K +189 New

CWI Hedge Fund Activity: Q4 2019 in Review

183 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2019, worth a combined $1B — up 6.6% from $939M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CWI positions and 8 closed out — a net gain of 23 holders — while 58 added to existing stakes and 59 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $47.8M. The largest seller was Envestnet Asset Management, cutting an estimated $74.4M.

  • 183 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2019, up from 164 in Q3 2019.
  • Funds reported $1B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2019, up 6.6% quarter-over-quarter.
  • 31 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2019 and 8 closed out, a net change of +23 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2019 was 3EDGE Asset Management, an estimated $47.8M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $74.4M sold.

Based on aggregated 13F filings for Q4 2019.