CWI icon

SPDR MSCI ACWI ex-US ETF
CWI

Overview Fund Activity

147 hedge funds and large institutions have $650M invested in SPDR MSCI ACWI ex-US ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 75 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-23
Holders Change %
-13.53%
% of All Funds
3.02%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.18%
New
13
Increased
32
Reduced
75
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Ironsides Asset Advisors
North Carolina
$17.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$101M
3
TFA
3
Tobias Financial Advisors
Florida
$5.92M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$4.05M
5
FTUS
5
Flow Traders U.S.
New York
$3.94M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$0
2
CG
2
Colony Group
Massachusetts
$5.64M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$111K
4
Bank of America
4
Bank of America
North Carolina
$77.6M
5
PFO
5
Pathstone Family Office
New Jersey
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
151
Parametric Portfolio Associates
Washington
– -$628K -31,854 Closed
TI
152
Trexquant Investment
Connecticut
– -$551K -27,926 Closed
AIP
153
ARS Investment Partners
New York
– -$518K -26,260 Closed
SSWM
154
Sheets Smith Wealth Management
North Carolina
– -$506K -25,656 Closed
HFS
155
Howard Financial Services
Texas
– -$485K -24,574 Closed
AI
156
Atria Investments
North Carolina
– -$484K -24,525 Closed
SMFS
157
Squar Milner Financial Services
California
– -$469K -23,798 Closed
TSS
158
Two Sigma Securities
New York
– -$400K -20,308 Closed
RRC
159
Relaxing Retirement Coach
Massachusetts
– -$332K -16,854 Closed
Kayne Anderson Rudnick Investment Management
160
Kayne Anderson Rudnick Investment Management
California
– -$327K -16,588 Closed
SHJ
161
Sharkey, Howes & Javer
Colorado
– -$282K -14,290 Closed
VWA
162
Visionary Wealth Advisors
Illinois
– -$247K -12,535 Closed
RCA
163
Rowland Carmichael Advisors
Arizona
– -$242K -12,254 Closed
BWP
164
Bernardo Wealth Planning
Pennsylvania
– -$240K -12,199 Closed
CA
165
Continuum Advisory
Idaho
– -$215K -11,352 Closed
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
– -$219K -11,086 Closed
SBSB
167
Sullivan, Bruyette, Speros & Blaney
Virginia
– -$204K -10,323 Closed
JCM
168
Jacobi Capital Management
Pennsylvania
– -$189K -9,559 Closed
LWA
169
Lenox Wealth Advisors
New York
– -$126K -6,385 Closed
PP
170
Paloma Partners
Connecticut
– -$123K -6,222 Closed
Capital International Investors
171
Capital International Investors
California
– -$93K -4,714 Closed
CBT
172
Capital Bank & Trust
California
– -$67K -3,379 Closed
SFSG
173
Stearns Financial Services Group
North Carolina
– -$62K -3,123 Closed
SPIA
174
Steward Partners Investment Advisory
New York
– -$59K -3,000 Closed
ASN
175
Advisory Services Network
Georgia
– -$51K -2,590 Closed
4 5 6
7
8